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Connect Pennylane and Recruit CRM to power AI-driven automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Pennylane with Recruit CRM - no code necessary. See how you can get setup in minutes.

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Pennylane logo
Pennylane
Pennylane logo
Pennylane
1. Choose trigger event
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Recruit CRM
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Recruit CRM
2. Choose action
Pennylane logo
1. Select the event
Setup
Test
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Pennylane
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Billing Subscription V2" from Pennylane.

Add your action

An action happens after the trigger—such as "Add Call Log" in Recruit CRM.

You’re connected!

Zapier seamlessly connects Pennylane and Recruit CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Cursor
    • Limit
    • Sort
    • Customer ID
    • Invoice Number
    • Draft Status
    • Credit Note
    • External Reference
    Trigger
    Polling
    Try It
    • Cursor
    • Limit
    • Sort
    • Customer ID
    • Invoice Number
    • Draft Status
    • Credit Note
    • External Reference
    Trigger
    Polling
    Try It
    • Cursor
    • Limit
    • Sort
    • Customer ID
    Trigger
    Polling
    Try It
    • Company name
      Required
    • VAT number
    • Registration number
    • Customer phone
    • Billing address
      Required
    • Billing postal code
      Required
    • Billing city
      Required
    • Billing country code
      Required
    • Delivery address
    • Delivery postal code
    • Delivery city
    • Delivery country code
    • Customer payment conditions
    • Customer billing IBAN
    • Recipient
    • Reference
    • Ledger account number
    • Notes
    • Customer emails
    • External reference
    • Billing language
    Action
    Write
  • Pennylane triggers, actions, and search
    New Customer V2

    Triggers when a new customer is created.

    Trigger
    Polling
    Try It
  • Pennylane triggers, actions, and search
    New Product V2

    Triggers when a new product is created.

    Trigger
    Polling
    Try It
    • Start date
      Required
    • Mode type
      Required
    • Mode email settings
      Required
    • Payment conditions
      Required
    • Payment method
      Required
    • Recurring rule Type
      Required
    • Recurring rule Interval
    • Recurring rule Count
    • Customer ID
      Required
    • Currency
    • Customer Invoice Template ID
    • PDF Invoice Free Text
    • PDF Invoice Subject
    • PDF Description
    • Special Mention
    • Language
    • Discount
    • Invoice Line Sections
    • Invoice Line Label
      Required
    • Invoice Line Quantity
      Required
    • Invoice Line Raw Currency Unit Price
      Required
    • Invoice Line Unit
      Required
    • Invoice Line VAT Rate
      Required
    • Invoice Line Description
    • Invoice Line Product ID
    • Invoice Line Ledger Account ID
    • Invoice Line Section Rank
    • Invoice Line Discount Type
    • Invoice Line Discount Value
    Action
    Write
    • Customer ID
      Required
    • Company name
    • VAT number
    • Registration number
    • Customer phone
    • Billing address
    • Billing postal code
    • Billing city
    • Billing country code
    • Delivery address
    • Delivery postal code
    • Delivery city
    • Delivery country code
    • Customer payment conditions
    • Customer billing IBAN
    • Recipient
    • Reference
    • Ledger account number
    • Notes
    • Customer emails
    • External reference
    • Billing language
    Action
    Write

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Pennylane and Recruit CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Recruit CRM on the Zapier blog

Make work flow with AI

Level up your Pennylane to Recruit CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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Related categories
Accounting
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About Recruit CRM
Recruit CRM is an all-in-one ATS + CRM for recruitment agencies.
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Related categories
CRM (Customer Relationship Management)
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