Recruit CRM + Deskera Integration

Integrate Deskera to Recruit CRM in one click, or tell Integrately AI how you want each contact handled. Sync contacts and invoices, update candidate pipelines, alert your hiring team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Deskera
    Quotation is created in Deskera
  • Deskera
    Contact is updated in sales in Deskera Instant
  • Deskera
    Contact is deleted in sales in Deskera Instant
  • Deskera
    Deal is updated in sales in Deskera Instant
  • Deskera
    Deal is deleted in sales in Deskera Instant
  • Deskera
    Bill is created in books in Deskera Instant
  • Deskera
    Bill is updated in books in Deskera Instant
  • Deskera
    Bill is deleted in books in Deskera Instant
  • Deskera
    Invoice is created in books in Deskera Instant
  • Deskera
    Invoice is updated in books in Deskera Instant
  • Deskera
    Invoice is deleted in books in Deskera Instant
  • Deskera
    Debit note is created in books in Deskera Instant
  • Deskera
    Debit note is updated in books in Deskera Instant
  • Deskera
    Debit note is deleted in books in Deskera Instant
  • Deskera
    Credit note is created in books in Deskera Instant
  • Deskera
    Credit note is updated in books in Deskera Instant
  • Deskera
    Credit note is deleted in books in Deskera Instant
  • Deskera
    Stock is increased for a product in book in Deskera Instant
  • Deskera
    Stock is reduced for a product in book in Deskera Instant
  • Deskera
    Contact is created in Deskera
  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera Instant
  • Deskera
    Product is created in Deskera
  • Deskera
    Sales invoice is created in Deskera
  • Deskera
    Deal is created in CRM+ in Deskera Instant
  • Deskera
    Payment entry is created in Deskera
Arrow Right
2.
  • 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
  • Deskera
    Create payment entry in Deskera
  • Deskera
    Search invoice in Deskera
  • Deskera
    Create contact in Deskera
  • Deskera
    Create sales invoice in Deskera
  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera
  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera
  • Deskera
    Search product in Deskera
  • Deskera
    Create product in Deskera
  • Deskera
    Create account in Deskera
  • Deskera
    Search account in Deskera
  • Deskera
    Create quotation in Deskera
  • Deskera
    Update contact in Deskera

Trusted by experts at...

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Ready Workflows Ready Workflows for Deskera + Recruit CRM Integration

Capture candidate profiles, sync accounting details, keep pipelines updated, alert your hiring team, and send follow-ups, all in just one click.

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

Create Deskera contact from new Recruit CRM company

If you have created a company in Recruit CRM, it's important to create a contact in Deskera. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Recruit CRM + Deskera Integration

Create Deskera 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 - Deskera integration, anytime a new Recruit CRM contact is created, an Deskera 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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Deskera + Recruit CRM Integration

Create Recruit CRM contact for new Deskera 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 Deskera - Recruit CRM integration, anytime a new Deskera 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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Deskera + Recruit CRM Integration

Create Recruit CRM deal from new Deskera contact

Anytime a new contact is created in your Deskera, 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 Deskera - 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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Deskera + Recruit CRM Integration

Create Recruit CRM task for new Deskera contact

In Deskera, 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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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Deskera + Recruit CRM flow

Connect HR records, financial entries, team notifications, scheduling, signatures, and video meetings once your core automation finishes. Pick a combination and activate it in one click.

Recruit CRM
Deskera
+
BambooHRBambooHR (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
+
DocuSignDocuSign (4)
+
ZoomZoom (4)
D
B
R
Add every new Deskera contact to BambooHR as an employee, and create the corresponding candidate in Recruit CRM.
New Deskera contacts instantly generate an employee record in BambooHR and a candidate in Recruit CRM, eliminating manual data entry.
D
B
R
When a bill is created in Deskera, update the employee record in BambooHR and add a note in Recruit CRM.
Deskera bills trigger updates in BambooHR and log detailed notes in Recruit CRM automatically.
D
B
R
If a Deskera deal is created, add an employee in BambooHR and update the candidate stage in Recruit CRM.
New Deskera deals automatically update employee records in BambooHR and advance candidate stages in Recruit CRM.
D
B
R
Use Claude to evaluate new Deskera contacts, create employee records in BambooHR, and add candidates in Recruit CRM.
Claude assesses incoming Deskera contacts before BambooHR creates employee records and Recruit CRM logs candidates.

Supported triggers and actions for Recruit CRM and Deskera

Mix and match to build the exact automation you need

Recruit CRM
Recruit CRM Triggers & Actions
Instant
Call log is added in Recruit CRM
Triggers the automation when call details are modified
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Instant
Candidate is added in Recruit CRM
Triggers the automation when a new candidate is added
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Instant
Candidate is updated in Recruit CRM
Triggers the automation when a candidate profile is updated
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Instant
Deal is created in Recruit CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Recruit CRM
Triggers the automation when a deal is updated
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Instant
Deal stage is updated in Recruit CRM
Triggers the automation when a deal stage is updated
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Instant
Job is created in Recruit CRM
Triggers the automation when a new job is created
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Instant
Job is updated in Recruit CRM
Triggers the automation when a job is updated
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Instant
Candidate is assigned to a job in Recruit CRM
Triggers the automation when a candidate is assigned to a job
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Instant
Job status is updated in Recruit CRM
Triggers the automation when the status of any job changes
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Instant
Candidate's hiring stage is updated in Recruit CRM
Triggers the automation when a candidate's hiring stage is updated
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Instant
Company is updated in Recruit CRM
Triggers the automation when a company is updated
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Instant
Company is added in Recruit CRM
Triggers the automation when a new company is created
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Instant
Note is updated in Recruit CRM
Triggers the automation when a note is updated
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Instant
Note is added in Recruit CRM
Triggers the automation when a new note is created
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Instant
Call log is updated in Recruit CRM
Triggers the automation when call details are modified
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Instant
Contact is created in Recruit CRM
Triggers the automation when a new contact is created
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Instant
Contact is updated in Recruit CRM
Triggers the automation when a contact is updated
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Instant
Task is added in Recruit CRM
Triggers the automation when a new task is added
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Instant
Task is updated in Recruit CRM
Triggers the automation when any task is updated
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Instant
Meeting is created in Recruit CRM
Triggers the automation when a new meeting is scheduled
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Instant
Meeting is updated in Recruit CRM
Triggers the automation when the details of any meeting are updated
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Instant
Candidate applied through job page in Recruit CRM
Triggers the automation when a candidate applies through a job page
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Instant
Candidate applied through Talent Pool in Recruit CRM
Triggers the automation when a candidate applies through a talent pool
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Instant
Candidate is updated from external profile update form in Recruit CRM
Triggers the automation when a candidate's information is updated extrernally
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Instant
Client feedback is received in Recruit CRM
Triggers the automation when client feedback is received
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Add candidates in Recruit CRM
Adds new candidates to the recruitment database
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Search candidates in Recruit CRM
Searches through candidate profiles
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Update candidate in Recruit CRM
Updates candidate information
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Update Candidate Hiring Stage in Recruit CRM
Updates the hiring stage of a candidate based on predefined criteria
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Add call log in Recruit CRM
Log incoming and outgoing calls with detailed information
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Update call log in Recruit CRM
Updates call log with the latest call details
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Search call logs in Recruit CRM
Searches for call logs
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Add company in Recruit CRM
Creates a new company profile with the provided information
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Update company in Recruit CRM
Updates company information
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Search companies in Recruit CRM
Searches for companies
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Add job in Recruit CRM
Adds a new job opportunity to the database
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Update job in Recruit CRM
Updates job information based on user input
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Search jobs in Recruit CRM
Searches for a job
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Add contact in Recruit CRM
Adds a new contact to the address book
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Update contact in Recruit CRM
Updates contact information with new details
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Search contacts in Recruit CRM
Finds and retrieves contact information
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Search deals in Recruit CRM
Searches for deals
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Add deal in Recruit CRM
Creates a new deal
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Update deal in Recruit CRM
Updates deal information based on new criteria or changes
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Add task in Recruit CRM
Creates a new task with relevant information
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Update task in Recruit CRM
Updates the task with new information or changes
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Search tasks in Recruit CRM
Searches for tasks
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Add note in Recruit CRM
Adds a note to the selected item
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Update note in Recruit CRM
Updates a note with new information
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Search notes in Recruit CRM
Searches for notes
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Add meeting in Recruit CRM
Schedule and create a new meeting on the calendar
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Update meeting in Recruit CRM
Updates meeting details
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Search Meetings in Recruit CRM
Searches for meetings
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Assign candidate in Recruit CRM
Assigns a candidate to a job opening
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Un -assign candidate in Recruit CRM
Unassigns a candidate
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Update candidate visibility in Recruit CRM
Adjust candidate visibility settings based on particular criteria
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Add Hotlist in Recruit CRM
Creates a list of priority items for quick access
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Add records to hotlist in Recruit CRM
Adds selected records to a list of prioritized items
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Update Hotlist in Recruit CRM
Updates the list of hot items based on criteria
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Search hotlists in Recruit CRM
Searches for hotlists
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Deskera
Deskera Triggers & Actions
Quotation is created in Deskera
Activates the automation when a new quotation is created
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Instant
Contact is updated in sales in Deskera
Triggers the automation when a contact is updated in sales
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Instant
Contact is deleted in sales in Deskera
Triggers the automation when a contact is deleted in sales
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Instant
Deal is updated in sales in Deskera
Triggers the automation when a deal is updated.
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Instant
Deal is deleted in sales in Deskera
Triggers the automation when a deal is deleted.
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Instant
Bill is created in books in Deskera
Triggers the automation when a bill is created.
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Instant
Bill is updated in books in Deskera
Triggers the automation when a bill is updated
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Instant
Bill is deleted in books in Deskera
Triggers the automation when a bill is deleted.
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Instant
Invoice is created in books in Deskera
Triggers the automation when a invoice is created.
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Instant
Invoice is updated in books in Deskera
Triggers the automation when a invoice is updated.
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Instant
Invoice is deleted in books in Deskera
Triggers the automation when a invoice is deleted.
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Instant
Debit note is created in books in Deskera
Triggers the automation when a debit note is created.
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Instant
Debit note is updated in books in Deskera
Triggers the automation when a debit note is updated.
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Instant
Debit note is deleted in books in Deskera
Triggers the automation when a debit note is deleted.
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Instant
Credit note is created in books in Deskera
Triggers the automation when a credit note is created.
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Instant
Credit note is updated in books in Deskera
Triggers the automation when a credit note is updated.
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Instant
Credit note is deleted in books in Deskera
Triggers the automation when a credit note is deleted.
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Instant
Stock is increased for a product in book in Deskera
Triggers the automation when a stock is increased for a product.
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Instant
Stock is reduced for a product in book in Deskera
Triggers the automation when a stock is reduced for a product.
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Contact is created in Deskera
Triggers the automation when a new contact is created
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CRM Contact is created in Deskera
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Instant
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
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Product is created in Deskera
Triggers the automation when a new product is created
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Sales invoice is created in Deskera
Triggers the automation when a sales invoice is created
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Instant
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
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Payment entry is created in Deskera
Triggers the automation when a payment entry is created
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Create payment entry in Deskera
Creates a new payment entry
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Search invoice in Deskera
Searches for an invoice
Try it โ†’
Create contact in Deskera
Adds a new contact to the database
Try it โ†’
Create sales invoice in Deskera
Generates a new sales invoice with pre-filled details
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Create crm contact in Deskera
Try it โ†’
Search contact in Deskera
Finds and retrieves contact information
Try it โ†’
Search CRM contact in Deskera
Try it โ†’
Create a new contact in CRM+ in Deskera
Adds a new contact to the crm contact list
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Search product in Deskera
Searches for a product
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Create product in Deskera
Generates and launch new products
Try it โ†’
Create account in Deskera
Generates a new account
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Search account in Deskera
Searches for account information
Try it โ†’
Create quotation in Deskera
Generates a new quotation with predefined details
Try it โ†’
Update contact in Deskera
Updates contact information with new details
Try it โ†’

What can you automate with Deskera + Recruit CRM?

Streamline your recruitment and financial workflows by connecting key events between your accounting and talent acquisition platforms.

What you can automate?
๐Ÿ”„
Sync new contacts into candidate profiles
Automatically create a candidate in Recruit CRM the moment a new contact is registered in Deskera. Eliminate duplicate data entry and keep your talent pipeline up to date.
๐Ÿงพ
Capture complete financial and contact details
Map all available fields from Deskera invoices, bills, and contacts directly into Recruit CRM records. Ensure your talent database holds thorough historical data.
๐Ÿ””
Alert your team instantly on new records
Notify hiring and finance channels the second a new contact or deal is created. Keep every stakeholder informed without manual status briefings.
๐Ÿ”€
Route records based on submitted criteria
Trigger distinct actions in Recruit CRM depending on specific field values submitted in Deskera quotes or invoices. Handle enterprise and standard workflows separately.
๐Ÿ”„
Keep records updated as details change
Automatically reflect updates made to Deskera contacts, bills, and deals across corresponding candidate profiles in Recruit CRM in real time.
๐Ÿ›ก๏ธ
Prevent duplicate entries with smart sync
Search existing candidate lists before adding new records from Deskera. Update matching profiles instead of creating redundant entries in Recruit CRM.
๐Ÿ’ณ
Manage later status and payment events
Update candidate hiring stages and log notes in Recruit CRM whenever invoices are paid or quotations are approved in Deskera.
๐Ÿ”Œ
Extend flows with team messaging apps
Connect Deskera and Recruit CRM triggers to Slack channels for instant team visibility, combining accounting events and talent updates in one workflow.
And much more...

Who is Deskera + Recruit CRM integration for?

Connecting Deskera and Recruit CRM helps finance and talent teams eliminate manual data re-entry, keeping candidate pipelines and accounting records synchronized without delays.

Finance Managers
Finance Managers
Recruiters
Recruiters
Hiring Partners
Hiring Partners
Talent Acquisition Leads
Talent Acquisition Leads
Onboarding Specialists
Onboarding Specialists
HR Operations Teams
HR Operations Teams
๐Ÿ“ˆ
Finance Managers
You're reviewing financial ledgers and accounting records but your reporting sheets only update when someone manually exports contacts, so the revenue counts you're tracking against are always a few hours behind โ€” with this integration, every new contact lands in your talent system instantly and your data stays current.
โšก
Recruiters
You're managing high candidate volumes across multiple platforms but new accounting entries never reach your talent software on time, so candidate outreach is constantly delayed by manual data checks โ€” automating both apps means every contact creates a candidate profile instantly and your outreach starts right away.
๐Ÿค
Hiring Partners
You need to report on recruitment pipeline progress and financial health to stakeholders every week, but disconnected tools leave gaps in your audit history โ€” connecting these apps means every deal and invoice update syncs directly to your candidate records so your reports are always complete.
๐Ÿ“Š
Talent Acquisition Leads
You're processing hundreds of applicant submissions weekly while trying to reconcile billing records by hand, leading to frequent data mismatches and lost candidate histories โ€” this integration means every transaction and contact moves between platforms automatically without manual intervention.
๐ŸŽฏ
Onboarding Specialists
You depend on sales teams to hand over new client contacts before you can schedule kickoff meetings, but communication bottlenecks always stall your onboarding schedule โ€” automating both apps means every new contact triggers immediate candidate creation and calendar scheduling.
๐Ÿ“‹
HR Operations Teams
You maintain detailed compliance histories and employee records, but manual record-keeping between accounting and ATS tools leaves recurring gaps in your audit trails โ€” integrating these apps means every record matches perfectly across systems without manual oversight.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Recruit CRM + Deskera

Build and manage your Recruit CRM + Deskera automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Recruit CRM + Deskera with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Deskera to Recruit CRM?
Frequently Asked Questions
You can connect Deskera to Recruit CRM in 1 click using ready templates or ask Integrately AI to build the automation. It takes seconds to sync your accounting and talent acquisition tools alongside Slack, Google Calendar, and Zoom.
Can I automatically create a Recruit CRM candidate from every new Deskera contact?
Frequently Asked Questions
Can I connect Deskera, Recruit CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Deskera and Recruit CRM?
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How are contacts updated between Deskera and Recruit CRM?
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Can I sync invoices and candidate hiring stages across these apps?
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Do I need coding skills to automate Deskera and Recruit CRM?
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Is the Deskera and Recruit CRM integration free?
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