Recruit CRM + Insightly Integration

Connect Recruit CRM to Insightly in 1 click

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1.
  • 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
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
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2.

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Ready Workflows Ready Workflows   for Recruit CRM + Insightly Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Recruit CRM + Insightly Integration

Create Insightly 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 - Insightly integration, anytime a new Recruit CRM contact is created, an Insightly 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.
See more
Recruit CRM + Insightly Integration

Create Insightly opportunity from new Recruit CRM contact

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

This Recruit CRM - Insightly 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.
See more
Recruit CRM + Insightly Integration

Create Insightly task for new Recruit CRM contact

In Recruit CRM, when you create a contact, it automatically creates a task in Insightly 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.
See more
Insightly + Recruit CRM Integration

Create Recruit CRM contact for new Insightly 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 Insightly - Recruit CRM integration, anytime a new Insightly 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.
See more
Insightly + Recruit CRM Integration

Create Recruit CRM deal from new Insightly contact

Anytime a new contact is created in your Insightly, 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 Insightly - 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.
See more
Insightly + Recruit CRM Integration

Create Recruit CRM task for new Insightly contact

In Insightly, 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.
See more
  • 1of1
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Automations

Top 10 Most Popular Recruit CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Recruit CRM logo
WordPress logo
Create WordPress post for new Recruit CRM contact
Activate
Recruit CRM logo
WordPress logo
Create WordPress user for new Recruit CRM contact
Activate
WordPress logo
Recruit CRM logo
Create Recruit CRM contact for new WordPress user
Activate
Recruit CRM logo
Zoom logo
Create Zoom webinar registrant for new Recruit CRM contact
Activate
Recruit CRM logo
Microsoft Excel logo
Create Microsoft Excel row for new Recruit CRM deal
Activate
Recruit CRM logo
WordPress logo
Create WordPress post for new Recruit CRM contact
Activate
Recruit CRM logo
WordPress logo
Create WordPress user for new Recruit CRM contact
Activate
WordPress logo
Recruit CRM logo
Create Recruit CRM contact for new WordPress user
Activate
Recruit CRM logo
Zoom logo
Create Zoom webinar registrant for new Recruit CRM contact
Activate
Recruit CRM logo
Microsoft Excel logo
Create Microsoft Excel row for new Recruit CRM deal
Activate
WaTrend logo
Recruit CRM logo
Create Recruit CRM note for new WaTrend message
SMS Gateway Center logo
Recruit CRM logo
Create Recruit CRM note for new SMS Gateway Center sms
Octopush SMS logo
Recruit CRM logo
Create Recruit CRM note for new Octopush SMS message
Wassenger logo
Recruit CRM logo
Create Recruit CRM note for new Wassenger message
Ringover logo
Recruit CRM logo
Create Recruit CRM note for new Ringover message
WaTrend logo
Recruit CRM logo
Create Recruit CRM note for new WaTrend message
SMS Gateway Center logo
Recruit CRM logo
Create Recruit CRM note for new SMS Gateway Center sms
Octopush SMS logo
Recruit CRM logo
Create Recruit CRM note for new Octopush SMS message
Wassenger logo
Recruit CRM logo
Create Recruit CRM note for new Wassenger message
Ringover logo
Recruit CRM logo
Create Recruit CRM note for new Ringover message

Top 10 Most Popular Insightly Automations from
Integrately Community

Most popularmost-popular-automations
01
Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
02
Autopilot logo
Insightly logo
Create Insightly opportunity for new Autopilot contact
03
Insightly logo
Google Calendar logo
Create Google Calendar event for new Insightly task
04
Elementor Forms logo
Insightly logo
Create Insightly contact for new Elementor Forms form submission
05
CompanyHub logo
Insightly logo
Create Insightly contact for new CompanyHub contact
cloud
Insightly
app integration
06
GetResponse logo
Insightly logo
Create Insightly contact for new GetResponse contact
07
Woodpecker.co logo
Insightly logo
Create opportunity in Insightly for Link is clicked in Woodpecker.co
08
Insightly logo
WhatsApp logo
Send WhatsApp message for new Insightly task
09
Ontraport logo
Insightly logo
Create Insightly contact for new Ontraport response
10
Wufoo logo
Insightly logo
Create Insightly contact for new Wufoo form submission
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2
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You Can Also Connect Recruit CRM or Insightly With 1400+ Other Apps

Recruit CRM
Recruit CRM
Recruit crm is a cloud-based talent acquisition software that provides fully integrated ATS, 360-degree profiling, auto-responses and scheduling, candidate sourcing, and team collaboration features, to facilitate recruiting activities in one single place
Insightly
Insightly
Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.