Integrate with HR Apps - Online Help | Zoho Campaigns

Integrate with HR apps

Zoho Recruit 

Zoho Recruit helps you manage candidates and hiring workflows. When integrated with Zoho Campaigns, it allows you to engage candidates and contacts through campaigns while keeping recruitment data aligned. This is useful for sending updates, nurturing candidates, and maintaining communication throughout the hiring process.

Features

  1. Import candidates and contacts from Zoho Recruit.
  2. Use Campaigns to engage candidates at different stages.
  3. Sync campaign-related updates back to your recruitment workflows.

Prerequisites 

  1. You must have an active Zoho books account. If you have multiple accounts, only one account can be selected for integration.
  2. Only users with Administrator permission in both Zoho Recruit and Zoho Campaigns can setup the sync.

Integrate your Zoho Recruit   

  1. Click Settings icon on the top-right corner of the screen.
  2. Choose Apps under Integration.
  3. Select Zoho Recruit under Zoho Apps and click Connect
  4. A pop up appears to integrate and create a new sync.
  5. After linking the account by choosing an organization to sync with Zoho Campaigns, proceed to the next step of configuring the sync.
  6. Fill in the details of the sync:
    1. Select the Recruit module you want to sync.  
    2. Select the Workspace under it.
    3. Select the list you want to sync with (optional).
    4. Select the subscription type.
    5. Choose a topic for the imports if required(optional).
    6. Select the checkbox if you want to update empty field value as per Zoho Recruit details.
    7. Select the checkbox to Exclude contacts who had opted-out and Remove contacts who opted out.
    8. Click Save and Next.
  7. Now, Map the fields from Zoho Recruit to Zoho Campaigns.
  8. Click Initiate once you are done

What happens if I deny my Zoho Recruit account Integration?   

  1. Campaign activity will no longer sync with Zoho Recruit.

  2. You cannot import new candidates or contacts.

  3. All active syncs will be disabled.  

Denying access to Zoho Recruit   

  1. Click Settings icon in the top-right corner of the screen.

  2. Choose Apps under Integration.

  3. Under connected apps, Select Zoho Recruit.

  4. Click the Disconnect option after clicking the three dots in the right.

  5. A pop appears informing about the effect of disconnecting.

  6. Click Disconnect.

Post Integration 

  • You can always go back and edit the Sync details and Field Mapping.

  • You can view the Sync List showing all the modules running simultaneously and their details including Status, Mapped List and Last synced details.

  • Also, individual integrations have a pause and delete sync options for easier accessibility.

  • You can also make changes to the toggles excluding contacts who had opted-out and remove contacts who opted out from the dashboard.