Wealthbox CRM + Recruitee Integration

Connect Wealthbox CRM to Recruitee in 1 click

Integrate Wealthbox CRM + Recruitee For Free Free forever. Use premium features free for 14 days.

Popular Wealthbox CRM + Recruitee Workflows

most-popular-automations
Wealthbox CRM + Recruitee Integration

Create Recruitee task for new Wealthbox CRM contact

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

When you create a contact in Wealthbox CRM, 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.
See more
Wealthbox CRM + Recruitee Integration

Create Recruitee task for new Wealthbox CRM task

Wealthbox CRM 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 Wealthbox CRM. Recruitee is a great tool for this.

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

Create Recruitee task for new Wealthbox CRM 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 Wealthbox CRM? Well now there is!

With our integration between Wealthbox CRM and Recruitee, creating task in Recruitee is now easier than ever. Whenever a opportunity is created in Wealthbox CRM, you can automatically create a corresponding task in Recruitee to keep your team up-to-date.
See more
  • 1of1

Create Your Own Wealthbox CRM & Recruitee Integration Without Any Code

Create Custom Workflow
Wealthbox CRM + Recruitee Integration
1.
  • Wealthbox CRM
    Opportunity is created in Wealthbox CRM
  • Wealthbox CRM
    Contact is created in Wealthbox CRM
  • Wealthbox CRM
    Task is created in Wealthbox CRM
  • Wealthbox CRM
    Workflow is created in Wealthbox CRM
  • Wealthbox CRM
    Comment is created in Wealthbox CRM
  • Wealthbox CRM
    Event is created in Wealthbox CRM
  • Wealthbox CRM
    Project is created in Wealthbox CRM
  • Wealthbox CRM
    Note is created in Wealthbox CRM
  • 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.
  • Wealthbox CRM
    Create Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by email in Wealthbox CRM
  • Wealthbox CRM
    Update Contact in Wealthbox CRM
  • Wealthbox CRM
    Search contact by phone in Wealthbox CRM
  • Wealthbox CRM
    Search contact by name in Wealthbox CRM
  • Wealthbox CRM
    Get contact by id in Wealthbox CRM
  • Wealthbox CRM
    Create Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Update Opportunity in Wealthbox CRM
  • Wealthbox CRM
    Create Task in Wealthbox CRM
  • Wealthbox CRM
    Update Task in Wealthbox CRM
  • Wealthbox CRM
    Create Note in Wealthbox CRM
  • Wealthbox CRM
    Update Note in Wealthbox CRM
  • Wealthbox CRM
    Create Event in Wealthbox CRM
  • Wealthbox CRM
    Update Event in Wealthbox CRM
  • Wealthbox CRM
    Get workflow by id in Wealthbox CRM
  • Wealthbox CRM
    Create workflow in Wealthbox CRM
  • Wealthbox CRM
    Update workflow in Wealthbox CRM
  • Wealthbox CRM
    Search workflow template for workflow in Wealthbox CRM
  • Wealthbox CRM
    Create Project in Wealthbox CRM
  • Wealthbox CRM
    Update Project in Wealthbox CRM
  • 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
    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
  • Recruitee
    Assign candidate to job opening/talent pool in Recruitee
  • Recruitee
    Get job opening by ID in Recruitee
3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Wealthbox CRM & Recruitee In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leadermost-implementableeasiest-to-do-businessbest-support