Zoho Recruit | Twilio

Integrate Twilio with Zoho Recruit

Set up Twilio Integration

Twilio, the hosted PBX system integrated with Zoho Recruit offers options to organize your organization's incoming and outgoing calls from within Zoho Recruit. You can configure the Twilio set up to manage call and associate the calls with the candidates/contacts/clients in your Recruit database. The Twilio Integration set up includes three steps:

Step 1: Authorize Twilio

To authorize Twilio integration

  1. Navigate to Setup > Extensions & APIs > Other > Zoho PhoneBridge.
  2. In the Zoho PhoneBridge page, choose Twilio as the telephony provider.
  3. Specify the Account SID and Auth Token from your Twilio account.
  4. Click Authorize.
    The Twilio account will be authorized. Refer to Steps 2 & 3 to configure incoming and outgoing numbers.

Step 2: Add Twilio Number for Incoming Calls

To add Twilio phone numbers for incoming calls

  1. Navigate to Setup > Extensions & APIs > Other > Zoho PhoneBridge.
  2. Under the Incoming call tab, click Add phone number.
  3. Enter the Phone number that you purchased from Twilio.
  4. Select any one of the options. Based on this, the incoming calls will be channeled to the sales representatives.
    • Configure IVR menu - Set up an IVR menu that will be played for the caller. Based on the options selected by the caller, calls will be directed to the specified users.
    • Associate Sale Reps - All the incoming calls to this phone number will be channeled to the specified users.
  5. Click Save.

Option 1: Configure IVR Menu

Under IVR Menu Configuration section, do the following:

  1. Key Press - Specify a number between 1-9.
  2. Menu - Enter a menu option for the number.
  3. Action - Select an action from the drop-down list.
    • Assign Sales Rep - Select one or more sales reps from the list of active Recruit users.
      The call will be channeled to the selected users. When multiple users are selected, you will have the option to specify the Ringing Type.

      • Simultaneous ringing - All the selected users will get an incoming call simultaneously.
      • Sequential ringing - All the selected users will get an incoming call in a sequence. The sequence depends on whoever logs in to Zoho Recruit first. If a user is not available, the call will be forwarded to the next user.
        In this option, specify the Ring interval. The call, if not attended, will be forwarded in this sequence one more time if you select the Repeat ringing checkbox.
    • Configure IVR Menu - Specify Key Press, Menu and Action to create sub IVR menu and click Done.
  4. Click on the Add icon to add more menu options and repeat steps from 1.
    You can add up to 5 levels in the IVR Menu.

Under IVR Voice Configuration section, do the following:

  1. Voice Format- Select the voice format from the available options. Text, Audio or URL
  • Text - Enter the message as text.
  • Audio File - Select the Audio file option to attach an audio file for the welcome message.
  • Audio URL - Select the Audio URL option and Specify the URL of the audio file.
  • Welcome message- Add a welcome message for the caller. Example: Thank you for calling Zillum Inc.
  • Menu message - Enter a menu option for the number. Also, specify the format in which it needs to be read. Key and Menu variables will be populated automatically and cannot be removed.
    Example: Kindly Select ${Key press} for ${Menu}.
  • Message when the user is unavailable- Enter the message to notify callers when the user is unavailable
    Example: Our HR department is currently unavailable.

Note

  • You can set up to 9 IVR menu. In case of sub menu, you can add up to 5 IVR menu.
  • For multi-level IVR menu, only Text voice format is supported.
  • You can change the call status to On-line or Offline.


Option 2: Associate Recruiters

  1. Select one or more Recruiter from the list of active Recruit users.
    The call will be channeled to the selected users. When multiple users are selected, you will have the option to specify the Ring Type.
    • Simultaneous ringing - All the selected users will get an incoming call simultaneously.
    • Sequential ringing - All the selected users will get an incoming call in a sequence. If a user is unavailable, the call will be forwarded to the next user.
      The call, if not attended, will be forwarded in this sequence for a maximum of two rounds.
  2. Under the Voice Configuration section, you can choose the voice format and enter a welcome message for the caller as per your requirements.

Step 3: Add Twilio Number for Outgoing Calls

To add Twilio phone numbers for outgoing calls

  1. Navigate to Setup > Extensions & APIs > Other > Zoho PhoneBridge.
  2. In the Zoho PhoneBridge page, under the Outgoing call tab, click Associate phone number.
  3. Select a recruiter from the User drop-down list.
    All active users will be listed.
  4. Select a phone number from the Phone Number drop-down list.
    All the phone numbers that you have purchased from Twilio will be listed.
  5. Click the Add icon to associate more users with phone numbers.
    Based on this association, users will be able to make outgoing calls from their respective phone numbers.
  6. Call Recording - You can either enable or disable the call recording option. The recorded calls will be attached to the record under Notes.
  7. Click Save.

Edit or Remove a Phone Number

From the list of incoming and outgoing phone numbers, you can edit or remove them whenever required.

To edit or remove a phone number

  1. Navigate to Setup > Extensions & APIs > Other > Zoho Telephony.
  2. In the Zoho PhoneBridge page, the phone numbers added will be listed.
  3. Click the Incoming calls or Outgoing calls tab.
  4. Move the mouse pointer to a phone number and click on any one of the links:
    • Edit - In the Incoming tab, you can edit the details such as IVR messages, call recording options, automated messages when busy or unavailable, etc. In the Outgoing tab, you can edit the user and the phone number assigned to the user for outgoing calls.
    • Remove – In the Incoming tab list, this will disable all incoming calls for the phone number from within Zoho Recruit. In the Outgoing tab, disable all outgoing calls for the user from within Zoho Recruit.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Integrate IIMjobs with Zoho Recruit

                                                                                                    The IIMjobs integration for Zoho Recruit will allow you to publish, track and optimize your job opening directly from Zoho Recruit. Why integrate IIMjobs with Zoho Recruit? Improve your candidate experience. IIMjobs has user-friendly website as well ...
                                                                                                  • ZipRecruiter and Zoho Recruit Integration

                                                                                                    ZipRecruiter is an online job posting platform that streamlines the recruiting process by helping companies to post jobs to 100+ job boards with a single click. By providing a central location for locating and screening candidates, ZipRecruiter helps ...
                                                                                                  • Gmail Add-on for Zoho Recruit

                                                                                                    The Gmail add-on lets you add candidates and contacts right from your inbox. With this update, we give you control so you can either add the sender as a candidate or parse data from your email attachments to create candidates. You can also bring in ...
                                                                                                  • Integrate CareerJunction with Zoho Recruit

                                                                                                    The CareerJunction integration with Zoho Recruit will allow you to publish, track and optimize your job opening directly from Zoho Recruit. Why integrate CareerJunction with Zoho Recruit? Ever-Growing Talent Market: Advertise your jobs to over 3 ...
                                                                                                  • Post jobs on Naukri (via Zwayam Amplify) through Zoho Recruit

                                                                                                    Zoho Recruit's latest integration with Naukri(via Zwayam Amplify) helps you find the right talent for your team. Additionally, Sourcing Summary gives you insights on all applications you receive through this integration. Note: Naukri may require ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources