Insightly + Recruitee Integration

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Insightly + Recruitee Integration

Create Recruitee task for new Insightly task

Insightly provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Insightly. Recruitee is a great tool for this.

All you need to do is - integrate Recruitee with Insightly to create task in Recruitee automatically when certain task occur in Insightly. This can save you time by not having to manually create tasks in both systems.
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Insightly + Recruitee Integration

Create Recruitee task for new Insightly opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Recruitee to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Insightly? Well now there is!

With our integration between Insightly and Recruitee, creating task in Recruitee is now easier than ever. Whenever a opportunity is created in Insightly, you can automatically create a corresponding task in Recruitee to keep your team up-to-date.
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Insightly + Recruitee Integration

Create Recruitee task for new Insightly contact

Insightly and Recruitee are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Insightly, do you also create a task in Recruitee? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Insightly + Recruitee Integration
1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Opportunity is created 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
  • Recruitee
    Candidate applies or is created in Recruitee Instant
  • Recruitee
    Candidate is deleted in Recruitee Instant
  • Recruitee
    Job is published in Recruitee Instant
  • Recruitee
    Candidate is moved to another pipeline in Recruitee Instant
  • Recruitee
    Candidate is assigned to a job or tenant pool in Recruitee Instant
  • Recruitee
    Job is unpublished in Recruitee Instant
2.
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Recruitee
    Create candidate in Recruitee
  • Recruitee
    Add note to candidate in Recruitee
  • Recruitee
    Update candidate in Recruitee
  • Recruitee
    Search candidate in Recruitee
  • Recruitee
    Add tags to candidate in Recruitee
  • Recruitee
    Delete candidate in Recruitee
  • Recruitee
    Create task in Recruitee
  • Recruitee
    Update task in Recruitee
  • Recruitee
    Search task in Recruitee
  • Recruitee
    Update offer in Recruitee
  • Recruitee
    Create offer in Recruitee
  • Recruitee
    Delete offer in Recruitee
  • Recruitee
    Search offer in Recruitee
  • Recruitee
    Delete note in Recruitee
  • Recruitee
    Search note in Recruitee
  • Recruitee
    Delete tag in Recruitee
  • Recruitee
    Search tag in Recruitee
  • Recruitee
    Publish job in Recruitee
  • Recruitee
    Unpublish job in Recruitee
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