Zoho Recruit Integration Setup
Setting up your Zoho Recruit integration in SourceWhale is very simple, all you need to do is follow the steps below.
Step 1
Go to your initials/image in the bottom left-hand corner of SourceWhale and click on it > Select Integrations from the dropdown box > Select Zoho Recruit.
Step 2
Click Zoho Recruit and activate.
When the integration is active, you will see a green connected box appear to the right hand side of the Zoho Recruit logo.
Sync Features
On the integrations page, you will be able to set default settings for yourself and your team.
General Settings
Sync manual contact updates to Zoho Recruit- Automatically update Zoho Recruit with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.Don't overwrite existing CVs in Zoho Recruit- If a contact has an existing CV in Zoho Recruit, we will not upload a new CV.Displayed client info: Select the option to give further information regarding a company in the SourceWhale Chrome extension.Displayed client warning- Select the option you would like displayed to help identify the correct company for a Candidate/Contact when there may be possible company duplicates or similarly named companies in Zoho Recruit.Create notes upon- Choose for which outreach types a note is pushed in Zoho Recruit.
Sync Settings
Set different settings for Candidates/Contacts.
Only add notes to synced records- Toggling this on will mean that if you have "sync upon interested" or "sync upon replied" for the next option, we will only add notes to existing records in Zoho Recruit once a Candidate/Contact has been marked as "interested" or "replied".When adding to a campaign- Choose to sync when adding Candidates/Contacts or when they respond or when they respond positively and are interested. Click the lock icon to lock the sync settings for all non-admin users within the platform.Displayed fields- Choose which Zoho Recruit fields users can optionally tag to a Candidate/Contact to push into Zoho Recruit.Mandatory fields- Choose which Zoho Recruit fields must be filled to push Candidates/Contacts into Zoho Recruit.Protected fields- Selected fields will not be overwritten in Zoho Recruit when syncing data.Filterable fields- Selected fields will be displayed within the SourceWhale search page as a filter, allowing your team to search your CRM using these fields directly from within SourceWhale.
Field Mapping
Here you can customise and map all Zoho Recruit fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Zoho Recruit.
Set different settings for Candidates/Contacts
String Variables- These SourceWhale variables can only be mapped to one field in Zoho Recruit.List Variables- These SourceWhale variables can be mapped to multiple fields in Zoho Recruit.Social URLs- Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Zoho Recruit.
Using Zoho Recruit with SourceWhale
Once you have set up your integration you will be able to use and set up the different features available.
Campaign Settings Page
On the campaigns setting page you will see different options regarding when and how candidates/contacts are pushed through to Zoho Recruit.
Dropdown options: If you click on the grey arrow to the right hand side of the 'Sync options', you will see that you have the possibility to push through candidates/contacts to a variety of different areas in Zoho Recruit (shown below).
When you select any of these everyone you source and add to the campaign will be pushed through to the fields selected.
Chrome Extension
When using the chrome extension you will be able to access some of these features as well. This option is available in order to give the ability to change the settings you have previously set, for specific individuals.
I.e. In the campaign settings page, you have selected that you want everyone to be pushed through as a candidate, but you come across someone you'd rather push through as a contact, you can then change this by clicking on the 'sync as' box and selecting the option that suits that contact better.
You can do the same in regards to advanced setting options, by clicking on the grey arrow to the right of the 'Sync as' box.
Your team admin can alter the fields displayed at any time by going into the integrations page.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬