Zoho Recruit Integration | Zoho Forms - User Guide

Zoho Recruit Integration

Table of Contents
  1. Integration Setup
  2. Supported Field Types
  3. Trigger Actions in Zoho Recruit
  4. Set Alert on Integration Failure
If you are using Zoho Recruit as the recruitment portal for your organization and looking to automate the collection and storage of candidate details coming for recruitment, you can use the Zoho Forms–Zoho Recruit integration. 




With this integration, you can automatically push the candidate details collected using Zoho Forms as contacts into Zoho Recruit's modules with each form entry. This saves the time spent on manual data entry into Zoho Recruit from a large volume of resumes that come in on a regular basis and simplifies the hiring process.


Integration Setup

To integrate your form with Zoho Recruit,

  1. Navigate to the Integrations tab and click Zoho Recruit under Collaboration & HR from the left menu.

  2. Click Integrate.

  3. Select the Organization, and the Zoho Recruit  Module to which you want to push the form data. You can push form data to the Contacts or Candidates module.
  4. Map the mandatory Zoho Recruit fields to the corresponding Zoho Forms fields.To map more fields, click + Add Fields.

  5. To push the attachments received through your form to Zoho Recruit, click + Add Fields under Map Attachments and map the required attachment fields in Zoho Recruit to the corresponding fields in Zoho Forms.

  6. Under Actions, you can choose to trigger certain actions in Zoho Recruit each time a form entry is pushed.

  7. Click Integrate to save your settings.


You can configure to receive alert on integration failure.

Supported Field Types

The below table lists the Zoho Forms fields that can be mapped with the respective fields in Zoho Recruit. 

S. No Zoho Recruit Field Supported Zoho Forms Fields
1 Single Line Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Referrer Name, IP Address, Added Email ID, Terms & Conditions
2 Multi Line Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Added Email ID, Terms & Conditions
3 Email Single Line, Email, Added Email ID
4 Phone Single Line, Phone
5 Pick List Single Line, Dropdown, Radio, Matrix Choice, Image Choices, Terms & Conditions
6 Multi Select Multiple Choice, Checkbox, Matrix Choice, Image Choices
7 Date Date
8 Date-Time Date-Time
9 Number Number, Slider, Rating
10 Currency Currency
11 Decimal Decimal, Formula
12 Percent Decimal, Formula
13 Long Integer Number, Slider, Rating
14 Checkbox Decision Box
15 URL Single Line, Website

Trigger Actions in Zoho Recruit

You can choose to trigger certain actions in Zoho Recruit each time a form entry is pushed to Zoho Recruit.

Workflow: This option triggers the workflows defined in Zoho Recruit while adding entries via Zoho Forms.

Approval: This option pushes the form entries to an approval list of the selected module in Zoho Recruit instead of adding them to the module directly. You can manually approve the entries or discard the spam entries in Zoho Recruit.
Upsert Record: 
This option lets you update existing records in Zoho Recruit with new values.
Update Existing Records: If you provide information that matches an existing record in Zoho Recruit (based on specific field), the existing record will be automatically updated with the new values you provide. 
Create New Records: If the information doesn't match any existing record, a new record will be created in Zoho Recruit with the data you provide.
Upsert using: You can arrange the fields based on which you are going to update the record in a preferred order. This ensures that Zoho Recruit prioritizes specific fields for matching when searching for existing records.
Upsert Preference: You can choose to overwrite existing values in Zoho Recruit with empty field values from Zoho Forms or exclude empty values while upserting a record using Upsert Preference.

Configuring Upsert Record

Here's how upsert works:

Let's say you arrange the "Email" field before the "Phone" field in your Upsert configuration. When a form with Email as richard@zylker.com and Phone as 8163588500 is submitted,
  1. Zoho Recruit first searches for an existing record with the email address richard@zylker.com.
  2. If a record with that email exists, Zoho Recruit updates the mapped fields with the new information from the form submission. 
  3. If no email match is found, Zoho Recruit checks if phone number 8163588500 exists. If it does, then Zoho Recruit updates the mapped fields with the new information from the form submission.
  4. If no matching values are found, a new record is created in Zoho Recruit with all the submitted data.
  5. You can also choose to overwrite existing values in Zoho Recruit with empty field values from Zoho Forms or exclude empty values while upserting a record under Upsert Preferences.
  6. Click Done to save your preferences.
Notes

Note: Only the fields that are configured with 'do not allow duplicates values' in the respective module of your Zoho Recruit will be displayed in the Upsert Record option in Zoho Forms.

Set Alert on Integration Failure

Once your integration settings are saved, you can choose to receive an email alert if the integration fails.
To do so,
  1. Click Set Alert in the top-right corner.
  2. Configure the email alert template and click Save.

    Set Alert on Zoho Forms - Zoho Recruit Integration Failure

Note:

  • The option to set an email alert on integration failure is available only in our paid plans.
  • You can send email alerts to a maximum of 5 users within your organization.
  • An email alert will be triggered only on the first occurrence of integration failure every 24 hours.