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Zoho Recruit Integration: The Best Recruit Management Software

Zoho Recruit Integration: Zoho Recruit is a cloud-based hiring platform that gives HR teams and recruitment agencies the digital tools needed to fill roles quickly and efficiently. 

Bit Form is a WordPress form builder plugin that can integrate with over 50+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

Using Zoho Recruit integration with WordPress form builder, you can automatically push your WordPress form data in Recruit modules. You can easily integrate without any coding. This Documentation goes through the configuration process.

Zoho Recruit Integration Tutorial

Authorization of Zoho Recruit Integration

To set up the Zoho Recruit integration in Bit Form, simply go to the Bit Form plugin and open up the form you want to work on. Then, head to the form settings and look for the integrations section. Click on the plus icon to add a new integration, and search for Zoho Recruit from the available options.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Zoho Recruit Integration with Bit Form - Set Integration Name

Data Center: Select a Data Center from the drop-down list.

Zoho Recruit Integration with Bit Form -  Choose Data Center

To get your Zoho Recruit Client ID and Client Secret, follow these steps:

  • Access Zoho Developer Console: Go to “Zoho Developer Console“.
  • Add Client: Click on “Add Client” and choose “Server-Based Application” as the client type.
  • Name your Application: Provide a descriptive name for your application.
  • Gather Integration Details:
    • Go to your integration’s settings page (separate platform).
    • Copy the Homepage URL from the integration settings.
  • Paste Homepage URL: In the Zoho API Console, locate the “Homepage URL” field and paste the copied URL.
  • Gather Authorized Redirect URIs:
    • Still on your integration’s settings page, copy the Authorized Redirect URIs.
  • Paste Authorized Redirect URIs: In the Zoho API Console, find the “Authorized Redirect URIs” field and paste the copied URIs.
  • Create Client: Click the “Create” button to finalize the process.
  • Copy Client Credentials: The Zoho API Console will display your “Client ID” and “Client Secret“.
  • Integrate Credentials: Copy and paste these credentials (Client ID and Client Secret) into the designated fields on your integration platform.

Once you have successfully entered your Zoho Recruit Client ID & Client Secret, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Zoho Recruit Integration with Bit Form - Authorization is Success

Module: Select a Module from the drop-down list. For example: “Candidates

Zoho Recruit Integration with Bit Form - Choose a Module

Related List

Sending data to related lists in Zoho Recruit is really easy! You just need to click on the Plus (+) icon to add your related list. Then, choose the related list module and layout from the drop-down menu. Next, map the mandatory fields by clicking on the Plus (+) button. And the best part is, you can map as many fields as you want!

Zoho Recruit Integration with Bit Form - Add Related List
Zoho Recruit Integration with Bit Form - Related List - Events

How to add Related List

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Zoho Recruit. The “Last Name” field is the default field in Zoho Recruit, so you will need to map your form’s “Last Name” field to this field in Zoho Recruit. You have the option to map additional fields by clicking on the Plus (+) icon.

Zoho Recruit Integration with Bit Form - Map Fields

You also have the choice to map your Upload field.

Zoho Recruit Integration with Bit Form - Upload Field Map

Actions

Workflow: Select this option to trigger the Zoho Recruit workflow for the selected module. If you didn’t select this option Zoho Recruit workflow for the selected module doesn’t work.

Zoho Recruit Integration with Bit Form - Workflow

Approval: Select this option to automatically send form data to your Zoho Recruit approval list instead of adding them.

Zoho Recruit Integration with Bit Form - Approval

Upsert Record: When you choose the Upsert Record option, if a record with an identical value exists in Zoho Recruit, then it will be updated with the new values. If not, a new record will be created.

Zoho Recruit Integration with Bit Form - Upsert Record

Add Note: Select this action to add a note from Trigger to Zoho Recruit account automatically.

Zoho Recruit Integration with Bit Form - Add a Note

Record Owner: Select this option you can set a record owner of the sent record. For this, you have to copy the Owner ID from Zoho Recruit and paste it here.

Zoho Recruit Integration with Bit Form - Record Owner

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Zoho Recruit Integration with Bit Form - Finish and Save
Zoho Recruit Integration with Bit Form - Integration is Success

Configuring the conditional logic

Now, let’s set up some conditional logic to trigger the integration for the submitted data. To do this, head over to the conditional logic section. You have the option to create a new conditional logic or use an existing one. Make sure to set the Action behavior to “Always” and check the Integration under Additional Actions. Then, select your desired Integration, in this case, “Zoho Recruit API“. Once done, just click on Update.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration. To see your response, just head over to the Response section in Bit Form, click on your record, and then scroll down. Below your Timeline, click on Show Integration Logs.

Zoho Recruit Integration with Bit Form - Responses
Zoho Recruit Integration with Bit Form - Integration Log
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