Skip to main content
If your team uses the Carerix sales process, your automations can now follow your leads and opportunities too. Start a workflow when a lead comes in or changes, and keep Carerix up to date without retyping anything.
This is part of the HireData beta and works in the new automation builder. It needs the sales process switched on in your Carerix environment. The options you see depend on how Carerix is set up for you.

​
Run your sales workflows automatically

​
1. Start an automation from a lead or opportunity

Start an automation when a lead or opportunity is created or updated in Carerix, on a schedule, or by hand.

​
2. Find, add and update

  • Find looks up an existing lead or opportunity.
  • Add creates a new one. As in Carerix, procedure and category are required.
  • Update changes one that already exists.
The fields and sections follow the lead and opportunity screens you already know from Carerix.
The Add Record panel with Lead and Opportunity among the Carerix records

Lead and Opportunity appear next to the other Carerix records.

An automation step that adds a lead in Carerix with stage, name, procedure, company, contact and notes

A step that adds a lead in Carerix, with the values it fills in.

Link notes, tasks and e-mails to a lead or opportunity, so your consultants see the whole history in one place.

​
An example

A company fills in your staffing request form. One automation adds the company and the contact person in Carerix, creates a lead with the details from the form, and gives a consultant a task to call back.

​
Check it out yourself

Create a new automation in Automations, click +, choose Add under Records and pick Lead or Opportunity.