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Zoho Recruit Integrations

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Bit Form Integration With Zoho Recruit

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.

Authorization Settings

First, you have to log in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Recruit if you don’t have any form please create a new form. Please follow the screenshots below:

create_form

Then click on the Settings menu from the top navigation bar. Navigate to *Settings->Integrations->Click on (+) ->Select Zoho Recruit. Please follow the screenshots below:

Homepage
Bit-Form-to-Zoho-Recruit-integraton-select

Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below

Recruit
GetStarted
api-console-server-based

Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.

Client-Details

A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.

Client-Secret

Then copy the Client ID and Client Secret and paste them to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button.

Bit-Form-to-Zoho-Recruit-Authorize
Accept
Bit-Form-to-Zoho-Recruit-Authorization

Select the required Recruit module from the dropdown.

Module

Integration Settings

Map all the mandatory Recruit fields to the corresponding fields in your form.

Field-Mapping

If you use the File Upload field should map this separately.

File-Upload

You can send data to the Zoho Recruit-related list from Bit Form. Select the required related list module and layout from the drop-down provided. Then map the mandatory field. To map more fields, click on the (+).

RelatedList

Actions

  1. 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.
Workflow

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

Approval

3. 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.

Upsert

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.

Map all the fields, select the necessary Actions to be performed on integration, and then click on the Save button to save your settings.

Supported Field Types :

These are the Bit Forms fields that can be mapped with the respective fields in Zoho CRM.

Fields
Fields

In the end, create a Workflow for triggering the integration. Select the integration that you created before.

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