Act! 365 + Recruit CRM Integration

Connect Act! 365 to Recruit CRM in 1 click

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Popular Act! 365 + Recruit CRM Workflows

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Recruit CRM + Act! 365 Integration

Create Act! 365 contact for new Recruit CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Recruit CRM - Act! 365 integration, anytime a new Recruit CRM contact is created, an Act! 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Act! 365 + Recruit CRM Integration

Create Recruit CRM contact for new Act! 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Act! 365 - Recruit CRM integration, anytime a new Act! 365 contact is created, an Recruit CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Act! 365 + Recruit CRM Integration

Create Recruit CRM deal from new Act! 365 contact

Anytime a new contact is created in your Act! 365, a new deal will automatically be created in your Recruit CRM. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Act! 365 - Recruit CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Act! 365 + Recruit CRM Integration

Create Recruit CRM task for new Act! 365 contact

In Act! 365, when you create a contact, it automatically creates a task in Recruit CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Act! 365 + Recruit CRM Integration
1.
  • Act! 365
    New contact is created in Act! 365
  • Recruit CRM
    Call log is added in Recruit CRM Instant
  • Recruit CRM
    Candidate is added in Recruit CRM Instant
  • Recruit CRM
    Candidate is updated in Recruit CRM Instant
  • Recruit CRM
    Deal is created in Recruit CRM Instant
  • Recruit CRM
    Deal is updated in Recruit CRM Instant
  • Recruit CRM
    Deal stage is updated in Recruit CRM Instant
  • Recruit CRM
    Job is created in Recruit CRM Instant
  • Recruit CRM
    Job is updated in Recruit CRM Instant
  • Recruit CRM
    Candidate is assigned to a job in Recruit CRM Instant
  • Recruit CRM
    Job status is updated in Recruit CRM Instant
  • Recruit CRM
    Candidate's hiring stage is updated in Recruit CRM Instant
  • Recruit CRM
    Company is updated in Recruit CRM Instant
  • Recruit CRM
    Company is added in Recruit CRM Instant
  • Recruit CRM
    Note is updated in Recruit CRM Instant
  • Recruit CRM
    Note is added in Recruit CRM Instant
  • Recruit CRM
    Call log is updated in Recruit CRM Instant
  • Recruit CRM
    Contact is created in Recruit CRM Instant
  • Recruit CRM
    Contact is updated in Recruit CRM Instant
  • Recruit CRM
    Task is added in Recruit CRM Instant
  • Recruit CRM
    Task is updated in Recruit CRM Instant
  • Recruit CRM
    Meeting is created in Recruit CRM Instant
  • Recruit CRM
    Meeting is updated in Recruit CRM Instant
  • Recruit CRM
    Candidate applied through job page in Recruit CRM Instant
  • Recruit CRM
    Candidate applied through Talent Pool in Recruit CRM Instant
  • Recruit CRM
    Candidate is updated from external profile update form in Recruit CRM Instant
  • Recruit CRM
    Client feedback is received in Recruit CRM Instant
2.
  • Act! 365
    Create contact in Act! 365
  • Recruit CRM
    Add candidates in Recruit CRM
  • Recruit CRM
    Search candidates in Recruit CRM
  • Recruit CRM
    Update candidate in Recruit CRM
  • Recruit CRM
    Update Candidate Hiring Stage in Recruit CRM
  • Recruit CRM
    Add call log in Recruit CRM
  • Recruit CRM
    Update call log in Recruit CRM
  • Recruit CRM
    Search call logs in Recruit CRM
  • Recruit CRM
    Add company in Recruit CRM
  • Recruit CRM
    Update company in Recruit CRM
  • Recruit CRM
    Search companies in Recruit CRM
  • Recruit CRM
    Add job in Recruit CRM
  • Recruit CRM
    Update job in Recruit CRM
  • Recruit CRM
    Search jobs in Recruit CRM
  • Recruit CRM
    Add contact in Recruit CRM
  • Recruit CRM
    Update contact in Recruit CRM
  • Recruit CRM
    Search contacts in Recruit CRM
  • Recruit CRM
    Search deals in Recruit CRM
  • Recruit CRM
    Add deal in Recruit CRM
  • Recruit CRM
    Update deal in Recruit CRM
  • Recruit CRM
    Add task in Recruit CRM
  • Recruit CRM
    Update task in Recruit CRM
  • Recruit CRM
    Search tasks in Recruit CRM
  • Recruit CRM
    Add note in Recruit CRM
  • Recruit CRM
    Update note in Recruit CRM
  • Recruit CRM
    Search notes in Recruit CRM
  • Recruit CRM
    Add meeting in Recruit CRM
  • Recruit CRM
    Update meeting in Recruit CRM
  • Recruit CRM
    Search Meetings in Recruit CRM
  • Recruit CRM
    Assign candidate in Recruit CRM
  • Recruit CRM
    Un -assign candidate in Recruit CRM
  • Recruit CRM
    Update candidate visibility in Recruit CRM
  • Recruit CRM
    Add Hotlist in Recruit CRM
  • Recruit CRM
    Add records to hotlist in Recruit CRM
  • Recruit CRM
    Update Hotlist in Recruit CRM
  • Recruit CRM
    Search hotlists in Recruit CRM
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