How to Seamlessly Integrate Zoho CRM with Zoho Recruit?

Introduction 

Quite often, recruiters engage with candidates as well as clients regularly. The integration between Zoho CRM and Zoho Recruit makes that easier. 

The integration provides two-way sync from Recruit’s interface. However, a prerequisite for the integration is that it works for the Standard, Professional, and Enterprise editions of Zoho Recruit.

Table of  Content 

• What is Zoho CRM?
• What is Zoho Recruiter?
• Benefits of Zoho Recruit 
• Why integrate Zoho CRM with Zoho Recruit?
• How to set up Zoho Recruit in Zoho CRM.

What is Zoho CRM?

It is a cloud-based customer relationship management platform that helps businesses control their business processes worldwide to build lasting customer relationships. Besides, it allows enterprises of all sizes to streamline their sales process.

Moreover, Zoho CRM enables you to build customer loyalty by leveraging omnichannel presence and predictive intelligence. KPIs, etc., in search of personalized experiences. 

Furthermore, its advanced analytics tools help you make informed decisions with agility plus maximize productivity with automation, which results in easy upscaling, customizing, and deploying the CRM. 

What is Zoho Recruit?

Zoho Recruit is an Applicant Tracking System (ATS) and recruitment software built to manage recruiting processes across staffing agencies.

It offers the ATS and the CRM under a single recruitment platform, removing the need for disparate tools.

Moreover, you can now streamline your complete recruitment processes, starting from candidate sourcing, resume management, applicant tracking, interview scheduling, communication, etc. It covers the hiring function within a single system.

The main objective of creating Zoho Recruit is to eliminate manual data entry and traditional hiring methods, including spreadsheets for scheduling and resume attachment downloads on your desktop folders.

It brings all critical stakeholders into one common platform, including candidates, clients, and your recruitment team. They can track and record every step of the recruitment process, with the system giving visual indications of its progress.

Benefits of Zoho Recruit

• Make your Recruitment process easier, faster, and more efficient. 
• Manage Job Advertisements and Smart Sourcing Easily.
• Track the Applicants. 
• Collaborate with your team members.
• Manage customers and connections.
• Stay on top of your company’s recruitment activities.
• Convey to your team from within Zoho Recruit and keep them up to date.

Why Integrate Zoho CRM with Zoho Recruit?

The integration seamlessly moves data between Zoho CRM and Zoho Recruit. 

Additionally, the recruiters use Zoho CRM as a Client or Candidate Relationship Management system to manage all activities related to the candidates or clients. 

For example, when a client wants to fill a job, the user creates a deal in the CRM. Then, they use it for more discussions with the client. Next, you move the finalized deal to Zoho Recruit and start the recruitment process. After you fill the job opening in Recruit, you simply move to CRM to go ahead with invoicing and billing.

Recruiters use Zoho CRM as a lead nurturing platform to build engagement with the candidates. For this, the user copies the Recruit’s candidates to CRM as leads. Then, use the CRM to engage with them. Then,  they switch back to Recruit and start the recruitment process. 

The key feature for syncing includes the mapping of the Zoho CRM and Zoho Recruit Modules as follows:

• Deals > Job Openings
• Leads > Candidates
• Accounts > Clients 
• Contacts > Contacts

Importantly, to set up Zoho Recruit in Zoho CRM, the user must have accounts in both services but with admin privileges. 

How to Setup Zoho Recruit in Zoho CRM?

>First, log in with Zoho CRM.
>Go to All Zoho Apps and Select Recruit.

Zoho Recruit modules Map with Zoho CRM

• Navigate to Setup and Click  Marketplace.

• Select Zoho Apps and then click Zoho CRM.

• Then Select either 1-way Sync or 2-way Sync.
• Next, under the Sync Zoho CRM data to Zoho Recruit section, select the Sync Settings (icon) link next to the module to map the Recruit fields.

• Now, select the Zoho CRM view. If you select up 2-way sync, select the corresponding Zoho Recruit view.
• Next, map the Zoho Recruit fields related to the Zoho CRM fields.
• Click Save. 
• Click Sync Now.

When we map the fields related to  Zoho CRM fields, we take some manual steps too. 

For example, contacts in the Zoho Recruit sync with those in Zoho CRM. Now all the fields are available in Zoho when we mapped with the contacts in Zoho Recruit. We can edit after the sync with the module.

In Zoho Recruit

Firstly, go to a Contacts module and create a record.

In Zoho CRM

Now, The records are displayed in Zoho CRM in Lead.

Conclusion

In summary, the seamless integration of Zoho CRM with Zoho Recruit provides a whole new lookout for recruitment and client management. This robust synergy provides a streamlined data flow, facilitating informed decision-making for recruiters and sales teams. This integration becomes a key solution for those aiming for efficiency and a unified view of prospect pipelines and customer interactions by eliminating mismanagement. With Cloud Analogy, explore the future-ready landscape where Zoho CRM and Zoho Recruit combine, exceeding the limits of classic workflows and setting the stage for improved productivity and connectivity. 

Contact Cloud Analogy to amplify your recruitment and sales processes with the dynamic Zoho CRM and Zoho Recruit integration today. For further requirements & updates on Salesforce Integration services and Zoho CRM consultancy services, follow us on our social media channels – YouTube, Twitter, LinkedIn, Facebook, and Instagram.