Recruitee + Salesforce Integration

Integrate Recruitee to Salesforce in one click, or tell Integrately AI how you want each candidate handled. Extract applicant details, create or update leads, alert your hiring team, and track every recruitment pipeline automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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    Job is unpublished in Recruitee Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • 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 job opening in Recruitee
  • Recruitee
    Create job opening in Recruitee
  • Recruitee
    Delete job opening 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
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Recruitee + Salesforce Integration

Capture candidate applications, create CRM leads, update pipeline stages, alert hiring managers, and schedule follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Recruitee Integration

Create Recruitee task for new Salesforce record

As any project manager knows, tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in Recruitee is to use this Salesforce - Recruitee integration. Using this integration, you can create a new task in Recruitee that will be automatically populated with data from a new record in a Salesforce.

This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
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Salesforce + Recruitee Integration

Create Recruitee task for new Salesforce task

Salesforce 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 Salesforce. Recruitee is a great tool for this.

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

Create Recruitee task for new Salesforce 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 Salesforce? Well now there is!

With our integration between Salesforce and Recruitee, creating task in Recruitee is now easier than ever. Whenever a opportunity is created in Salesforce, you can automatically create a corresponding task in Recruitee to keep your team up-to-date.
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  • 1of2
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 Recruitee + Salesforce flow

Connect your recruitment and sales stack to notify hiring teams, schedule candidate interviews, and sync applicant data across your tools. Pick a combination and activate it in one click.

Recruitee
Salesforce
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GmailGmail (8)
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SlackSlack (8)
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CalendlyCalendly (8)
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LinkedInLinkedIn (8)
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MailchimpMailchimp (8)
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Google SheetsGoogle Sheets (8)
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Add every new Recruitee candidate as a Salesforce lead, and send a welcome email in Gmail.
New Recruitee applicants immediately become Salesforce leads while Gmail sends an automated greeting, eliminating manual data entry for your recruiting team.
S
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When a Salesforce lead is created, update the candidate in Recruitee and send a notification email in Gmail.
Salesforce leads trigger automatic candidate updates in Recruitee alongside a notification email sent via Gmail to keep your internal teams aligned.
R
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When a candidate is moved to another pipeline in Recruitee, update the Salesforce lead and email the team via Gmail.
Pipeline shifts in Recruitee automatically update Salesforce lead stages and dispatch status updates via Gmail.
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Create a Salesforce task for every candidate assigned to a job in Recruitee, and send follow-up instructions in Gmail.
Assigning Recruitee candidates to a job instantly generates a Salesforce task and emails follow-up instructions via Gmail.
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If a candidate applies in Recruitee with executive tags, create a priority lead in Salesforce and send an alert in Gmail.
Executive applicants in Recruitee generate high-priority Salesforce leads and trigger immediate Gmail alerts.
S
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When a Salesforce opportunity is updated, update the candidate in Recruitee and email the recruiter via Gmail.
Salesforce opportunity changes trigger candidate updates in Recruitee and send summary emails through Gmail.
R
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G
Use Claude to evaluate every new Recruitee candidate, create a Salesforce lead, and email the evaluation via Gmail.
Claude reviews incoming Recruitee applications before generating a Salesforce lead and emailing the AI summary via Gmail.
R
S
G
S
When a candidate applies in Recruitee, create a Salesforce contact, email them via Gmail, and notify Slack.
Recruitee applications create Salesforce contacts, trigger automated Gmail outreach, and post instant updates to Slack.

Supported triggers and actions for Recruitee and Salesforce

Mix and match to build the exact automation you need

Recruitee
Recruitee Triggers & Actions
Instant
Candidate applies or is created in Recruitee
Triggers the automation when a candidate applies for a job or a new candidate profile is created
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Instant
Candidate is deleted in Recruitee
Triggers the automation when any candidate is deleted
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Instant
Job is published in Recruitee
Triggers the automation when a new job listing is published
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Instant
Candidate is moved to another pipeline in Recruitee
Triggers the automation when a candidate is moved to another pipeline
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Instant
Candidate is assigned to a job or tenant pool in Recruitee
Triggers the automation when a candidate is assigned to a job opening or added to a talent pool
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Instant
Job is unpublished in Recruitee
Triggers the automation when a particular job is completed
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Create candidate in Recruitee
Generates a new candidate profile
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Add note to candidate in Recruitee
Records important information or updates about a candidate
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Update candidate in Recruitee
Updates candidate information
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Search candidate in Recruitee
Searches through candidate profiles
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Add tags to candidate in Recruitee
Categorize candidates by adding tags based on pre-defined criteria
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Delete candidate in Recruitee
Removes a candidate from the database
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Create task in Recruitee
Creates a new task
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Update task in Recruitee
Updates the task with new information or changes
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Search task in Recruitee
Searches for a task
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Update job opening in Recruitee
Updates existing job openings with new information
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Create job opening in Recruitee
Creates a new job opening
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Delete job opening in Recruitee
Removes the job opening from the system
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Delete note in Recruitee
Removes a selected note
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Search note in Recruitee
Searches for a note
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Delete tag in Recruitee
Removes a particular tag from the system
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Search tag in Recruitee
Searches for a tag
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Publish job in Recruitee
Publishes a job
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Unpublish job in Recruitee
Unpublishes a job
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Assign candidate to job opening/talent pool in Recruitee
Generates a new candidate profile
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Get job opening by ID in Recruitee
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Recruitee + Salesforce?

Streamline your entire talent acquisition and CRM workflow with ready-made automations designed for Recruitee and Salesforce.

What you can automate?
👤
Sync every new candidate directly into Salesforce
Capture every candidate who applies in Recruitee and instantly create a corresponding lead or contact in Salesforce. Eliminate manual data entry and ensure your CRM is always up to date.
📋
Map all applicant form fields and custom attributes
Transfer complete candidate profiles, including resume details, job preferences, and custom questions, straight into Salesforce records. Your CRM becomes a richer resource for recruiter review.
🔔
Alert hiring managers the moment candidates apply
Trigger instant notifications in Slack or email when high-value candidates submit applications in Recruitee. Ensure your recruitment team can review and claim top talent without delay.
🔀
Route candidates conditionally based on submitted tags
Evaluate incoming candidate tags or job titles in Recruitee and route them to specific Salesforce queues or priority pipelines. Ensure specialized talent reaches the right hiring managers immediately.
🔄
Keep pipeline stages synchronized across platforms
When a candidate moves to a new interview stage in Recruitee, automatically update the matching lead or opportunity stage in Salesforce. Maintain flawless alignment between HR and sales workflows.
🔍
Find and update existing records to prevent duplicates
Search Salesforce for existing contact matches before creating new entries. Update active records with fresh applicant activity instead of generating duplicate entries in your database.
🎯
Handle later pipeline events like hiring or rejection
When a candidate is marked as hired or rejected in Recruitee, automatically update Salesforce opportunities, trigger onboarding tasks, or archive records cleanly.
🔌
Extend your workflow to team communication apps
Connect Recruitee and Salesforce with tools like Slack to post automated interview summaries, notify team channels, and keep your entire department informed of recruitment milestones.
And much more...

Who is Recruitee + Salesforce integration for?

Connecting Recruitee and Salesforce helps talent acquisition teams, recruiters, and sales managers eliminate manual data entry and keep candidate records perfectly synchronized across platforms.

Talent Acquisition Analytics Managers
Talent Acquisition Analytics Managers
Fast-Moving Recruiting Coordinators
Fast-Moving Recruiting Coordinators
Client-Facing Staffing Consultants
Client-Facing Staffing Consultants
High-Volume Recruiter Leads
High-Volume Recruiter Leads
Sales and Recruiting Handoff Specialists
Sales and Recruiting Handoff Specialists
HR Compliance Officers
HR Compliance Officers
📈
Talent Acquisition Analytics Managers
You report on recruitment pipeline metrics and hiring velocity every week, but your CRM records only update when someone manually exports candidate files, so the conversion rates you present are always outdated — this integration means every candidate milestone syncs instantly and your analytics stay accurate.
Fast-Moving Recruiting Coordinators
You need to schedule candidate interviews and act on top talent quickly, but incoming applications sit unnoticed in your hiring platform until someone checks the inbox, causing you to lose top candidates to faster competitors — with this integration, every new application creates a CRM lead instantly so you can engage right away.
🤝
Client-Facing Staffing Consultants
You answer to external hiring managers who want immediate visibility into candidate shortlists and interview progress, but compiling manual status reports takes hours of administrative work every Friday — automating both apps means your client records update automatically and everyone sees real-time progress.
📊
High-Volume Recruiter Leads
You manage hundreds of inbound job applications every week and your team cannot keep up with manual data entry between platforms, leading to missed candidate follow-ups and fragmented records — connecting these apps means every application flows straight into your CRM without manual copying.
🔄
Sales and Recruiting Handoff Specialists
You own the post-recruitment onboarding stage and depend on recruiters to hand over candidate details upstream, but missing fields and delayed notifications stall your setup tasks — this integration means candidate handoffs happen automatically with all background details intact.
🛡️
HR Compliance Officers
You need a reliable audit trail of every candidate application and pipeline status change, but manual record-keeping keeps leaving gaps in your compliance history — automating both apps means every candidate action is logged accurately and your recruitment history remains complete.
Our team

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Why choose Integrately to automate Recruitee + Salesforce

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

1,500+ apps connected
1,500+ apps connected
Connect Recruitee + Salesforce 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 — 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
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Recruitee to Salesforce?
Frequently Asked Questions
You can connect Recruitee to Salesforce in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations with tools like Gmail and Slack.
Can I automatically create Salesforce leads when candidates apply in Recruitee?
Frequently Asked Questions
Can I connect Recruitee, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Recruitee and Salesforce?
Frequently Asked Questions
How does Recruitee data handle candidate applications in integrations?
Frequently Asked Questions
Can I update Salesforce lead records when candidates move pipelines?
Frequently Asked Questions
Do I need coding skills to automate Recruitee and Salesforce?
Frequently Asked Questions
Is the Recruitee and Salesforce integration free?
Frequently Asked Questions
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