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How Zapier works

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

Select a trigger from Recruitee

A trigger is an event that starts your Zap and runs the workflow. For example, with Recruitee, a trigger could be "Candidate Applied for a Job Opening."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Recruitee to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

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

Make work flow with AI

Level up your Recruitee to Salesforce 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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Connect Recruitee and Salesforce 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.

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.

- Company Account
  Required
- Job Opening
Trigger
Instant
Try It
- Company Account
  Required
Trigger
Instant
Try It
- Company Account
  Required
- Job Opening
- Job Opening Stage
Trigger
Instant
Try It
- Company Account
  Required
Trigger
Instant
Try It
- Company Account
  Required
- Job Opening
- Talent Pool
Trigger
Instant
Try It

- Company Account
  Required
Trigger
Instant
Try It
- Company Account
  Required
- Job or Talent Pool?
  Required
- Text
  Required
- Private note?
Action
Write

- Company Account
  Required
- Candidate
  Required
- Job or Talent Pool?
  Required
Action
Write
- Company Account
  Required
- Title
  Required
- Country_code
  Required
- State/Region
  Required
- City
  Required
- ZIP code
  Required
- Description
  Required
- Requirements
  Required
- Status
  Required
- Department
- Followers
Action
Write
- Company Account
  Required
- Title
  Required
- Description
  Required
- Department
- Followers
Action
Write
- Company Account
  Required
- Candidate
  Required
- Full Name
  Required
- Photo
- Tags
  Required
- Email
- Phone
- Social
- Link
- Sources
  Required
- Cover letter
- CV
- Followers
Action
Write
- Company Account
  Required
- Full Name
  Required
- Email
- Phone
- Job Opening
- Talent Pool
- Job Opening Stage
- Tags
  Required
Action
Search
- Company Account
  Required
- Candidate
  Required
- Job Opening
Action
Search
- Company Account
  Required
- Candidate
  Required
- Title
  Required
- Followers
Action
Search
- Company Account
  Required
- Title
  Required
- Scope
- Country_code
  Required
- State/Region
  Required
- City
  Required
- ZIP code
  Required
- Description
  Required
- Requirements
  Required
- Status
  Required
- Department
- Followers
Action
Search or write
- Company Account
  Required
- Candidate
  Required
- Title
  Required
- Followers
- Description
  Required
- Due Date
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
  Required
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
  Required
- Description
  Required
- Salesforce Object
  Required
Action
Write
- Title
  Required
- Text
  Required
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Company Account
  Required
- Job Opening
- Talent Pool
Trigger
Instant
Try It
- Company Account
  Required
- Job Opening
- Disqualify Reason
Trigger
Instant
Try It
- Company Account
  Required
- Job Opening
Trigger
Instant
Try It
- Company Account
  Required
Trigger
Instant
Try It
- Company Account
  Required
Trigger
Instant
Try It
- Company Account
  Required
- Candidate
  Required
- Text
  Required
- Private note?
Action
Write
- Company Account
  Required
- Candidate
  Required
- Tags
  Required
Action
Write
- Company Account
  Required
- Full Name
  Required
- Photo
- Job Opening
- Tags
  Required
- Email
- Phone
- Social
- Link
- Sources
  Required
- Cover letter
- CV
- Followers
Action
Write
- Company Account
  Required
- Job Opening
- Candidate
  Required
- Run automated actions?
Action
Write
- Company Account
  Required
- Candidate
  Required
- Title
  Required
- Description
  Required
- Due Date
- Followers
Action
Write
- Company Account
  Required
- Task
  Required
- Candidate
  Required
- Title
  Required
- Description
  Required
- Completed
- Due Date
- Followers
Action
Write
- Company Account
  Required
- Title
  Required
- Scope
Action
Search
- Company Account
  Required
- Title
  Required
- Scope
Action
Search
- Company Account
  Required
- Full Name
  Required
- Email
- Phone
- Job Opening
- Talent Pool
- Job Opening Stage
- Tags
  Required
- Photo
- Job Opening
- Social
- Link
- Sources
  Required
- Cover letter
- CV
- Followers
Action
Search or write
- Company Account
  Required
- Title
  Required
- Scope
- Description
  Required
- Department
- Followers
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Title
  Required
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Text
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Learn how to automate Salesforce on the Zapier blog

About Recruitee

Recruitee is an all-in-one hiring platform for teams of all sizes, that includes employer branding, job promoting, talent sourcing, and applicant tracking.

Related categories

HR Talent & Recruitment

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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