Setting up your Zoho Recruit integration in SourceWhale is very simple, all you need to do is follow the steps below.

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.

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.

On the integrations page, you will be able to set default settings for yourself and your team.

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.

Add Candidate/Contact to Zoho Recruit - Choose when Candidates/Contacts get added to Zoho Recruit, either when added to the campaign, when they respond or when they respond positively and are interested. Alternatively, you can choose to not add this contact type.

Only add notes to synced records - Toggling this on will mean that if you have "only when they reply" or "only when they are interested" for the Add Candidate/Contact to option, we will only add notes to existing records in Zoho Recruit once a Candidate/Contact has been marked as "interested" or "replied".

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 Candidate/Contact into Zoho Recruit

Update field in Zoho Recruit - You can choose "Always update" or "Only update if Blank":

Always update will update the field regardless if there is existing information on a contact in this field. Any existing information will be overwritten by the new information.

Only update if Blank will only update when the field is empty and won't overwrite any existing 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.

Here you can choose which activities will create notes in Zoho Recruit.
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Create new notes from - Choose for which outreach types a note is pushed in Zoho Recruit

Here you can customise and map all Zoho Recruit fields to the corresponding SourceWhale variable.

Displayed company info - Select the option to give further information regarding a company in the SourceWhale Chrome extension.

Displayed company 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 your CRM.

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.

Once you have set up your integration you will be able to use and set up the different features available.

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 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.

Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬