Zoho Cliq Integration
Working remotely or not, instant chat messaging is always a necessity. For remote recruiting teams it is one of the most effective ways to stay connected, Even for teams working out of an office, it saves a huge amount of time by helping you get away with the hassles of booking a meeting room, sending calendar invites, setting up reminders and more.
The Zoho Cliq integration is just what you'd need. Apart from being an absolute time saver, it helps recruiting teams across stay connected and be updated. So, if at any point of time you need to discuss about a candidate, a job or get feedback about an interview, just share the record directly from Recruit onto Cliq and keep work going on.
The Zoho Cliq integration enables you to:
- Share records with users and channels in Cliq.
- Share and schedule a report or dashboard from Cliq.
- Share status change updates made via workflows to users or channels.
Sharing Data with your colleagues
You can share records with users and channels in Cliq directly via Zoho Recruit. This includes all the supported modules that have a business card view. You can also share a chart from a Recruit report or dashboard with users and channels in Cliq.
Note: We will not share Personally Identifiable Information (email, secondary email, mobile, phone) of candidates and contacts.
Sharing a record
- Go to the details page of the record that you want to share.
- Click the More Options icon and select Share via Cliq.
- In the pop-up, enter the following details:
- Enter a message that needs to be posted along with the business card view in Zoho Cliq.
- Choose if you want to notify users or channels.
- Based on the previous choice, select the required user/channel.
- Click Share.
- The record is instantly shared with the chosen channel or user in Zoho Cliq.
Sharing a report / dashboard
Before we begin, do remember that reports only with charts can be shared.
- Go to the details page of the report you want to share.
- In the report's page, click Chart Options > Share via Cliq.
- In the pop-up, enter the following details:
- Enter a message that needs to be posted along with the report.
- Choose if you want to notify users or channels.
- Based on the previous choice, select the required user/channel.
- Click Send.
- The chart is instantly shared with the chosen channel or user on Zoho Cliq.
Trigger Notifications in Zoho Cliq via Workflow Rules
Zoho Recruit has been enabled with workflow rules that can be customized to help automate routine hiring activities based on specific criteria. Upon enabling the Zoho Cliq integration, you can now trigger notifications to specific channels/users on Zoho Cliq and to Zoho Recruit users associated with the modules.
Instant notifications can be sent to:
- Users or Channels present in your Zoho Cliq.
- Users who are associated with the module for which you are configuring the workflow rule.
- Record owners, record creators, and custom user field from a related module.
Get the Zoho Recruit Bot
Users can also subscribe to the Recruit Bot which will send timely notifications to users on Zoho Cliq. You can configure up to five notifications/conditions at a time.
Enter Commands to fetch Records
Slash commands (or Cliq commands) make record sharing/referring between Zoho Recruit and Zoho Cliq instant and efficient. These quick and easy commands let you fetch specific records from Zoho Recruit without having to exit your chat window. Add context to your discussions, and pull up data such as interview schedules, candidate records, job opening records, and more in your Zoho Cliq chat.
Command: /zohorecruit <Module Name> <Record Name>
To enter a Cliq command;
- Go to the particular chat window where you wish to share Recruit info.
- In the message box enter the command seen above.
- As you type the command, you will be offered a list of matching results to choose from.
- Choose the record you wish to post in the chat.
The business card view of the record is displayed. - Click Post in this conversation to send the record information to the user/channel.
Perform Hiring Actions
Add Notes
You can add notes to the existing records in the Job openings, Candidates, and Interviews module directly from the Cliq chat or channel by clicking on the More icon and click Add Notes to Recruit.
In the pop-up, select the module and record to which you wish to add a note. Once you've entered the note title and note content, click Add Note.
In the pop-up, select the module and record to which you wish to add a note. Once you've entered the note title and note content, click Add Note.
The note is then added to the selected record in your Zoho Recruit account. You can find it in the record's related list under Notes.
Associate Job
You can associate a job openings with existing records in the Candidates module directly from your Cliq chat or channel by clicking on the More icon. This way, when you receive candidate reviews or referrals from your colleagues, you can associate them to a job opening in an instant. In the pop-up, click Associate with Job.
In the pop-up, select the job opening and candidate you wish to associate. Enter any comments you want to make under the note content text box and click Associate.
The note can be found in the record's related list under Notes.
Add Ratings and Reviews
If you want to add ratings and reviews to a candidate record, you can do it from the Cliq channel or chat by clicking the More icon and click Ratings & Reviews.
In the pop-up, select the module and record to which you wish to add a rating. Once you've chosen the rating and note content, click Submit Rating.
The rating can be found in the record's related list under Rating and Reviews.
Disable Cliq Integration
You can deactivate the entire integration by clicking on the Disable link. On deactivating, all the options in Zoho Recruit to Share via Cliq will no longer be available.
To deactivate the Cliq integration
- Log in to Zoho Recruit with Administrator privileges.
- Go to Setup > Marketplace > Zoho > Zoho Cliq.
- Click the Disable button
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Integration with Zoho Campaigns
The Zoho Campaigns integration with Zoho Recruit meets the email marketing needs during your recruitment process. With this integration, you can sync your Recruit contacts with Zoho Campaign's mailing lists, send them mass emails, and track their ...Integration with Zoho Mail- Overview
Email communication has changed the way we do business today. Enabling the Zoho Mail add-on in Zoho Recruit enhances the communication between you and your clients and contacts. You can now manage all your client, candidate, and contact ...Zoho Writer Integration
Create Mail Merge Documents Part 1 - Create Mail Merge Templates in Zoho Writer Part 2 - Create List of Mail Merge Recipients Part 3 - Create Mail Merge Documents and Email them Edit Mail Merge Templates in Zoho Writer Zoho Writer is an online word ...Zoho CRM Integration- Overview
Recruiters engage with candidates and clients on a regular basis. To make this easier, Zoho Recruit has integrated with Zoho CRM, providing two-way sync from Recruit's interface. Availability The integration is available for Standard, Professional ...Zoho Forms Integration
Introduction For agencies or corporate companies, collecting and processing candidate details, key information, skill set, assessments and is definitely a challenge owing to the huge volume of resumes that come in on a regular basis. With the Zoho ...
New to Zoho LandingPage?
Zoho LandingPage Resources