Close CRM and Recruitee Integration

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Automatically trigger new candidate profiles in Recruitee when deals reach key stages in Close CRM. Latenode's visual editor lets you map data precisely without code, plus scale affordably by paying only for execution time.

Swap Apps

Close CRM

Recruitee

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and Recruitee

Create a New Scenario to Connect Close CRM and Recruitee

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Recruitee will be your first step. To do this, click "Choose an app," find Close CRM or Recruitee, and select the appropriate trigger to start the scenario.

Add the Close CRM Node

Select the Close CRM node from the app selection panel on the right.

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Close CRM

Configure the Close CRM

Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Close CRM

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Connect Close CRM

Sign In

Run node once

Add the Recruitee Node

Next, click the plus (+) icon on the Close CRM node, select Recruitee from the list of available apps, and choose the action you need from the list of nodes within Recruitee.

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Close CRM

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Recruitee

Authenticate Recruitee

Now, click the Recruitee node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Recruitee settings. Authentication allows you to use Recruitee through Latenode.

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Close CRM

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Recruitee

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Connection *

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Connect Recruitee

Sign In

Run node once

Configure the Close CRM and Recruitee Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Close CRM

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Recruitee

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Connect Recruitee

Recruitee Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Close CRM and Recruitee Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Recruitee

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Trigger on Webhook

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Close CRM

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Iterator

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Webhook response

Save and Activate the Scenario

After configuring Close CRM, Recruitee, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and Recruitee integration works as expected. Depending on your setup, data should flow between Close CRM and Recruitee (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Close CRM and Recruitee

Close CRM + Recruitee + Slack: When a new lead is added to Close CRM, if they meet the criteria for a promising candidate, a candidate profile is automatically created in Recruitee. The hiring team is then notified in Slack about the new candidate.

Recruitee + Google Sheets + Close CRM: When a new candidate is added to Recruitee, their information is logged as a new row in Google Sheets. Subsequently, their contact information is updated in Close CRM to provide the sales team with access to the new hire's details.

Close CRM and Recruitee integration alternatives

About Close CRM

Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.

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About Recruitee

Automate your hiring process with Recruitee in Latenode. Trigger workflows on new applications to screen candidates, send automated messages, and update other systems. Connect Recruitee to HR tools for seamless data flow and custom talent pipelines. Simplify recruiting tasks using Latenode's visual editor and scaling options.

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FAQ Close CRM and Recruitee

How can I connect my Close CRM account to Recruitee using Latenode?

To connect your Close CRM account to Recruitee on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Close CRM and click on "Connect".
  • Authenticate your Close CRM and Recruitee accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update candidate info in Close CRM?

Yes, you can! Latenode allows real-time updates. This ensures sales teams have the latest candidate data, improving outreach and closing deals faster by leveraging current applicant details.

What types of tasks can I perform by integrating Close CRM with Recruitee?

Integrating Close CRM with Recruitee allows you to perform various tasks, including:

  • Create a new Close CRM lead when a candidate reaches a specific Recruitee stage.
  • Update Close CRM opportunity details with candidate application information.
  • Send email notifications via Close CRM upon offer acceptance in Recruitee.
  • Automatically assign tasks in Close CRM to follow up with hiring managers.
  • Log candidate interactions from Close CRM within Recruitee activity logs.

Can I trigger workflows based on Close CRM opportunity changes?

Yes! Use Latenode to trigger flows based on Close CRM updates. Automate Recruitee actions, like updating candidate statuses, ensuring seamless data flow.

Are there any limitations to the Close CRM and Recruitee integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require custom JavaScript code.
  • Real-time sync depends on the API rate limits of Close CRM and Recruitee.
  • Initial setup requires understanding of both Close CRM and Recruitee data models.

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