Availability

Things to know

1. The integration can be enabled only if you are the Super Admin for both the Recruit and CRM accounts. In Recruit, this is indicated by a star symbol near your user profile in Setup > Users & Control > Users.
   
2. The integration can be enabled only from Recruit.
   
3. In both 1-way and 2-way sync, deleting records in Recruit or CRM will not be synced
   to the other account.

Enabling the CRM integration

1. In your Zoho Recruit account, go to Setup > Marketplace > Zoho > Zoho CRM and click Setup Now.
   
   
2. Enable the toggle near Zoho CRM Integration and configure the following options:
   
   
1. Sync Type
   Zoho Recruit offer two types of sync with your CRM account, namely:
   
   
1. 1-way Sync
   Your CRM account will serve as the primary database, and any changes made there will be synced with Zoho Recruit.
   
   
2. 2-way Sync
   Your data will be kept in-sync between Zoho CRM and Zoho Recruit, and any changes made in either account will be synced with the other.
   
   
   
2. Sync Org
   This option will list every CRM organization to which you have been added as a user. Choose which CRM organization you wish to sync with Recruit.
   
   
3. Skip empty fields during sync
   By default, if a field is filled in Recruit and the mapped field in CRM is empty, the field in Recruit will be made empty as CRM is the primary database. Enabling this option stops this from happening.
   
   
3. Click Next when you're done configuring the above-listed options.
   
   

Mapping Recruit modules & fields with CRM

1. In the Sync Zoho CRM data to Zoho Recruit section, choose which Recruit modules should be mapped with modules in CRM. Keep in mind that GDPR consent data from CRM cannot be synced to Recruit. You will need to request for it separately.
   
   
2. Upon mapping a module, you will need to map Recruit fields with CRM.
   
   
1. For 1-way Sync:
   
   
1. Select a Custom View
   Select a custom view of the selected CRM module from which records will be synced to Recruit
2. Map Fields
   Specify which Recruit module field corresponds to which CRM module field.
3. Duplicate Record Handling
   Specify if you wish to Skip or Overwrite duplicate records while syncing CRM records to Recruit. Duplicate records will be detected based on the unique field(s) configured for the module.
   
   
2. For 2-way Sync:
   
   
1. Select a Custom View
   Select a custom view from both the CRM and Recruit modules as the sync can happen from either side.
2. Map Fields
   Specify which Recruit module field corresponds to which CRM module field.
   
   
3. Click Save. Your configuration will then be saved and can be edited by repeating the previous steps.
   
4. After you have mapped all Recruit modules with CRM, you can initiate the sync by clicking Start Sync.
   
   
5. There will be an initial bulk fetch where records are synced between Recruit & CRM based on your selected Sync Type (1-way or 2-way).
   
   
6. You will be notified via email when the sync has been completed.
   
   
7. After the initial bulk fetch, every time you add/edit a record your changes will be synced instantly.
   

Note: 

1. While importing Deals and Contacts from Zoho CRM, if any associated Accounts are not found in Recruit, then they will be created automatically.
   
2. In 2-way sync, if a certain field is mapped sometime after the sync is initially enabled, said field will be overwritten with data from Zoho CRM.
   
3. When Deals/Leads are synced from Zoho CRM as Job Openings/Candidates in Zoho Recruit, their status will be updated automatically. However, when they are updated post sync, their status will not change.
   
4. Users can view the CRM notes for synced records using the View CRM Notes option in the Notes section of the record in Recruit.
   
5. Users can view CRM activities for synced records using the View CRM Activities option in the To-dos
   section of the record in Recruit.

Sync Report & Import History

Important Note:

Listed below are features and functions in Recruit and how they will interact with the CRM integration.

1. Workflow Rules: Will work for individual sync. Records added/updated during the initial bulk fetch will be skipped.
   
2. Blueprint: Will work for individual sync. Records added/updated during the initial bulk fetch will be skipped.
   
3. Custom Functions: Works only via Workflow Rules & Blueprint.
   
4. Convert to Contact: When a candidate is converted to a contact in Recruit, it will be synced both as a Lead and Contact in CRM.