What this feature does and when to use it?
Recruit CRM integrates with Vente.ai, an AI-powered outbound lead generation platform that helps automate prospecting, outreach, and lead qualification.
This integration allows you to streamline your B2B sales process by connecting Vente.ai’s automation capabilities with your Recruit CRM data.
By integrating Vente.ai with Recruit CRM, you can automate repetitive sales tasks and focus more on closing deals.
What you can do with this integration
With the Vente.ai integration, you can:
Autopush leads as deals to RecruitCRM
Autopush leads to outreach campaigns
Add leads with custom deal stages
Autopush leads with deal values and close dates
Assign consultants as owners of deals
Create company records on autopilot
Create contact records on autopilot
Autoassign contact stages to contacts created
Autoassign industry to companies
Autocreate tasks and notes for consultant followup
Autopush custom deal name and deal notes, using Vente data
Custom field mapping on deals, companies and contacts
Autoassign contacts to Email Sequences
How to set up the integration
To get started with Vente.ai:
Sign up or log in to your Vente.ai account and navigate to the "Integrations" section within Vente.ai
2. Scroll to find Recruit CRM and click on "Manage Accounts"
3. Once you do that, click on the "Add Account" option to add your RecruitCRM account.
4. Fill in the name (you can chose the name that you wish to) and fill in the API token and click on "Create".
How to find the API Token in RecruitCRM
How to find the API Token in RecruitCRM
To find the API Token in RecruitCRM, please follow the following steps:
1. Navigate to "Admin Settings" and click on "API"
2. Click on "Copy" to copy the API Token and paste it in Vente.ai's website.
5. Once that is done, you will be prompted to map the fields. Please map them accordingly based on your requirement.
6. You also have the options to set "Custom fields default" and "Updating existing records". Then, proceed to click on "Update" to finish setting up the integration.
7. The integration has been successfully set up!
Accessing, Editing, Deactivating, or Deleting your Integrated Account on Vente.ai
To access your RecruitCRM integration:
1. Navigate to the "Integrations" section and click on "Manage Accounts".
2. Here you will be able to see the 'Status' of your integration and Edit, Deactivate or Delete your integration accordingly.
Conclusion:
Integrating Vente.ai with Recruit CRM helps you automate your sales workflow end-to-end, saving time, reducing manual effort, and enabling your team to focus on building relationships and closing more deals.