Integrating with Crelate
This guide covers:
Connecting Crelate to Pin
- Navigate to Settings -> ATS Integration and select Crelate from the list.Β
- Enter your Crelate API key in the API key field. For help finding your API key, follow the steps in Crelateβs guide.
- After entering your API key, the integration will be connected.
Syncing candidates to Crelate
To sync candidates from each job in Pin to a specific job in Crelate:
- Go to Job Settings -> Position Details.
- Scroll to the ATS Integration section.
- Choose when to sync candidates by selecting one of the following triggers:
- Never
- Contact information is found
- They receive their first message
- They reply to an email
- They reply to an email and are interested
- Select the Crelate job you want to sync candidates to.
Once you've selected your preferred trigger, Pin will automatically update the settings and sync candidates to the selected job in Crelate based on the chosen trigger.
Reminder: Youβll need to set up the syncing for each job you want to send from Pin to Crelate in the Position Details tab within the Job Settings. We recommend setting up the job sync before adding candidates to Outreach. This ensures candidates sync correctly to the job without issues.
If you prefer not to sync candidates to a job, you can still set up a trigger and leave the job field empty.
When candidates sync to Crelate
Once the selected trigger occurs, candidates will sync to Crelate within a few minutes.
For example: if you choose the trigger βExport candidates when contact information is foundβ, the candidate will automatically sync to Crelate a few minutes after being added to Outreach.
Checking if a candidate synced to Crelate
To confirm if a candidate has synced to Crelate, you can open their profile in Pin. If you see the Crelate logo, this means that theyβve been successfully synced. Clicking the logo will take you directly to their profile in Crelate.
Manually syncing a candidate to Crelate
If the candidate hasnβt synced yet:
- Select the candidate in Pin.
- Click βExport to ATSβ.
- Choose the Crelate job you want to sync the candidate to, then click βExportβ to complete the sync.
- After exporting, refresh the page, and you should now see the Crelate logo appear on their profile.
Important:
- Once a candidate has synced to Crelate, their contact information cannot be re-synced. If some information did not sync, youβll need to manually update that candidateβs profile in Crelate.
- The "Export to ATS" button only works for candidates who havenβt already synced to Crelate. If an integration was connected after the selected trigger, Pin wonβt retroactively sync those candidates. In that case, use the "Export to ATS" button to sync them over.
- How do I configure this Crelate integration so it only shows my open jobs? Currently, all jobs whether open or closed
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Candidate data synced to Crelate
The following candidate data will sync to Crelate from Pin:
- Full name
- Phone number
- LinkedIn profile URL
- Location (city, state, country)
- Current job and company
- A Pin generated resume PDF
Important: In Crelate, all activity is attributed to the owner of the API key. There is no way to reassign or change the user who sourced a candidate from Pin.
How Pin checks for duplicates in Crelate
Pin runs a check before syncing whenever a candidate is added to Outreach to prevent duplicate profiles. For Crelate, duplicates are checked only against email addresses.
Important: If a candidate in Pin matches an existing record by name and company, Crelate will not create a candidate profile.
Source candidates from Crelate
After connecting Crelate to Pin, you can use the βATS Candidatesβ filter to include or exclude candidates from your ATS when searching for candidates.
Crelate Troubleshooting and Questions:
- How do I configure this Crelate integration so it only shows my open jobs? Currently, all jobs whether open or closed
- Unfortunately, Crelate uses non-standard job statuses. This is a known Crelate issue, so since Pin cannot tell which jobs are open or closed, it will display all jobs.
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