Zoho Recruit add-in for Microsoft Outlook
The Zoho Recruit add-in for Microsoft Outlook enables you to view the details of your Recruit account in your Outlook account. The installation will allow you to do the following from your Microsoft Outlook account:
- Add candidates or contacts
- Associate job openings and tags with candidates
- Add notes and create to-dos for the candidates or contacts
- Parse attachments
Availability:
Profile Permission Required : Users with "Integration with Microsoft Outlook" permission in profile can only access the Outlook add-in.
Installing the add-in
- Log in to your Microsoft Office account and go to Appsource .
- Search for " Zoho Recruit for Email " and click Get .
- Once the add-in is installed, the Zoho Recruit for Email option will be displayed under the More Actions button.
Understanding the add-in
You can use the add-in to:
- View candidates and contacts who already exist in your Recruit account
- Associate Tags and Job Openings to candidates from your mailbox
- Add users directly to your Recruit account from your Outlook email as either candidates or contacts
- Bring your outlook emails directly to Zoho Recruit.
- Add Outlook email attachments to Zoho Recruit.
- Parse attachments from your email at the click of a button.
- Add notes and to-dos for your candidates and contacts without having to go to your Recruit account
To add a candidate or contact
- Choose any email from your Outlook inbox.
- Click Zoho Recruit for Email from the list of add-ins.
- If the user is not in your Recruit account, the Add as Candidate or Create Contact option will be displayed.
- Click on either Candidate or Contact and enter the details.
- Click Add Candidate or Add Contact.
Associating Job Openings and Tags
- Open a candidate record and click on the More Actions button on the top right.
- Choose Associate Job Opening in the drop down box.
- In the list of job openings, choose the job that you want to associate the candidate with and click Associate .
- To associate Tags, follow the steps mentioned above and select Associate Tags in the drop down box.
- Add your tags in the dialogue box and click Associate .
Editing candidates or contacts
If you want to edit any information for a candidate or contact, you can click on the More icon and choose the necessary options.
Parsing Attachments from your mailbox
- Parse resumes from your Outlook inbox and add them as a candidate in your Zoho Recruit database. The Outlook plug-in lists the attachments from your mail when you select Parse Attachments in the drop-down.
- To parse the resumes, select the required resumes in the add-in and click Parse Now.
- The records created from the parsed resumes will be available in your Zoho Recruit account.
Note: You can parse only 10 attachments at a time.
Bring Outlook email attachments to Zoho Recruit
Whenever you receive an email with a candidate resume or any other attachments specific to a candidate/contact, you can add them directly to Zoho Recruit.
To bring email attachments in Zoho Recruit:
- Go to your Outlook email account.
- Click on Apps inside the email content, then scroll down to look Zoho Recruit for Email.
- From the right side pane, click Add Attachments.
- Once you select all attachments, click UPLOAD NOW.
Add Outlook emails to Zoho Recruit
Bring your Microsoft Outlook email conversations and associate with a candidate or a contact in Zoho Recruit. Additionally, you can also add in any attachments from email.
- Go to your Outlook email account.
- Click on Apps inside email content, then scroll down to look Zoho Recruit for Email.
Adding to-dos
You can add to-dos for a candidate or contact from your inbox.
- Choose an email from your inbox and click the more actions button.
- Choose the Zoho Recruit add-in and pin it to your window.
- Open a candidate or contact record.
- Click the To-Dos tab and choose Create a To-Do .
- In choose a to-do, select Task, Call, or Event.
- Click Add.
Adding notes
You can add notes to a candidate or contact from your inbox.
- Choose an email from your inbox and click the more actions button.
- Choose the Zoho Recruit add-in and pin it to your window.
- Open a candidate or contact record.
- Click the Notes tab and choose Create a Note .
- Enter a title and select Call, Meeting, Notes or Others.
- Click Add.
- You also have the option to add an email as a note.
Deactivating the Microsoft Outlook add-in
You can deactivate the add-in whenever required from the Manage add-in option in the Microsoft Outlook settings. The candidates or contacts added through the add-in will be retained after deactivation.
Information related to permissions:
- A user can parse an attachment/resume for an existing candidate even if they don’t have the edit permission for candidate module.
- A document from Outlook add-in will be added to Zoho Recruit by a user who does not have "Resume" Attachment Category upload permission.
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
Gmail Add-on for Zoho Recruit
The Gmail add-on lets you add candidates and contacts right from your inbox. With this update, we give you control so you can either add the sender as a candidate or parse data from your email attachments to create candidates. You can also bring in ...Criteria for Zoho Recruit
If you have a Criteria Corp account, integrating it with Zoho Recruit enables hiring team members to send assessments directly from Zoho Recruit. There’s no need to leave Zoho Recruit to select and send a test or to view the results. Everything can ...Activate Zoho Recruit
Zoho Recruit for Google Apps is available in the Google Apps Marketplace. Google Apps users with the Super Administrator role can activate Zoho Recruit for Google Apps for your organization. Note If you have a Zoho Recruit account in any edition, you ...Ytel for Zoho Recruit
With Ytel extension for Zoho Recruit, you can now send message to Candidates and Contacts right from inside Zoho Recruit. You can also create templates for the messages. You can also view all the Ytel account details along with the numbers present ...Zoho Recruit app on Android phones
You can download and install the Zoho Recruit application from the Play Store. Before you install it, take a look at the prerequisites. Zoho Recruit requirements You must have: A valid and active Zoho Recruit Account. Permission to view Zoho Recruit ...
New to Zoho LandingPage?
Zoho LandingPage Resources