Managing sales and client interactions in a recruiting and staffing agency comes with unique challenges. Sales teams juggle sourcing new clients, nurturing leads, tracking deal progress and making timely follow-ups. The core need is a process that saves them time.
Recruiterflow gives you two ways to automate sales work with Recipes. Saved Searches let you build custom Segments, and the Company and Deal triggers described here start a recipe directly from what happens on a company or a deal.
This article covers each trigger, when to use it, and example recipes you can copy.
Overview of the Triggers
Recruiterflow has five triggers for sales operations around Companies and Deals:
1. A Company is Created
This trigger activates when a new company is added to Recruiterflow.
Use Cases:
Notify your sales team to begin outreach to the newly sourced company.
Automatically assign a sales representative to the company.
Schedule a task to research the company or set up a discovery call.
2. A Deal is Created
This trigger activates when a new deal is added in Recruiterflow.
Use Cases:
Notify account managers about high-priority deals.
Automatically schedule a kick-off call or task for the sales rep handling the deal.
Send an introductory email to the client about the next steps.
3. A Deal Stage Changes
This trigger activates whenever a deal moves from one stage to another in your sales pipeline.
Use Cases:
Notify account managers when deals are qualified or reach the contract stage.
Set reminders to follow up with clients as deals progress.
Schedule tasks for pitches, client calls, or proposal submissions.
4. Company Enters Segment
This trigger activates when a company starts matching a Segment you have saved. Use it when you want to react the moment a company fits a profile, such as a target industry, a company size or a region.
Use Cases:
Alert the owning sales rep when a company becomes a "Target Account".
Create an outreach task as soon as a company matches your ideal client profile.
Send a webhook to your outbound tool when a company qualifies.
5. Company Leaves Segment
This trigger activates when a company stops matching a Segment. Use it to catch accounts that have gone cold or changed status.
Use Cases:
Notify the account owner when a company drops out of your "Active Clients" Segment.
Create a task to review why an account no longer fits.
Filters and actions for the Company Segment triggers
Both Company Segment triggers support Company filters, so you can limit a recipe to a subset of companies, such as one owner or one region.
These actions are supported:
Send Email
Slack and Teams messages
Send SMS, to company contacts only
Create Task
Send Webhook
Examples of Recipes You Can Create
For Companies
Recipe 1: Notify the sales team when a company is created.
Ensure the sales team is instantly notified when a new company is added to Recruiterflow.
Trigger: A company is created.
Action: Send a Slack message: "New company added: [Company Name]. Please review and start outreach!"
By promptly notifying the team, the sales team can begin outreach faster, making the most of new opportunities and improving response times.
Recipe 2: Assign tasks for research and initial calls.
Automatically assign a task to research the newly added company and schedule a discovery call.
Trigger: A company is created.
Action: Create a task: "Research [Company Name] and schedule a discovery call."
This reduces manual workload and ensures no lead goes unattended, streamlining the onboarding of new clients.
Recipe 3: Start outreach when a company matches your target profile.
Save a Segment of companies in your target industry and size, then let the recipe do the follow-up.
Trigger: Company enters Segment "Target Accounts".
Filter: Company owner is a specific sales rep or team.
Action: Create a task for the company owner: "Reach out to [Company Name], they now match our target profile."
Reps hear about a fit the day it happens, with no one rerunning a search.
For Deals
Recipe 1: Send a notification for high-priority deals.
Get alerts for account managers when a new "High Priority" deal from specific top companies in your industry is created.
Trigger: A deal is created with "High Priority" status.
Filter: Add names of top companies in your industry
Action: Notify account managers via email with deal details.
This automation ensures that critical deals receive immediate attention, increasing the chances of closing them successfully.
Recipe 2: Remind account managers about contracts.
Create a task for account managers to follow up with clients after a contract has been sent.
Trigger: A deal stage changes to "Contract Sent."
Action: Create a task for the account manager to follow up in three days.
This automation keeps the deal moving forward by ensuring timely follow-ups, improving client communication, and reducing delays in contract signing.