Sync Data from CRM
You can now sync job openings, candidates, clients, and contacts from Zoho CRM to Zoho Recruit.
Before importing the data, you will need to:
- Go to the Zoho Recruit page and select Setup > Marketplace > Zoho > Zoho CRM
- Enable the Zoho CRM Integration
- Map the Zoho Recruit modules to Zoho CRM
- Map the Zoho Recruit fields to Zoho CRM
To sync Zoho CRM's modules with Zoho Recruit's modules:
- Click Setup.
- Under Marketplace, click Zoho Apps.
- In the Zoho Apps page, click Manage.
- Select a sync option:
- 1-way sync Syncs data from Zoho CRM to Zoho Recruit only.
- 2-way sync: Syncs data from Zoho CRM to Recruit and from Recruit to CRM.
- Select the modules to be synced from the dropdown list.
- Once the mapping is complete, click Start Sync.
Note: While syncing Deals and Contacts from Zoho CRM, any accounts not found in Recruit will be created.Key Points:
- After the first import, syncing records is instant
- We recommend your organization creates a common custom view for seamless sync between Zoho CRM and Zoho Recruit
- Users can view the CRM notes for synced records using the View CRM Notes option in the record details page
- Users can view CRM activities for synced records using the View CRM Activities option in the record details page
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