Integrating with Recruit CRM

this guide covers https //docs pin com/integrating with recruit crm#0erz2 https //docs pin com/integrating with recruit crm#ejkkd https //docs pin com/integrating with recruit crm#zamtq https //docs pin com/integrating with recruit crm#xmzxy https //docs pin com/integrating with recruit crm#0brgr https //docs pin com/integrating with recruit crm#mz9hn https //docs pin com/integrating with recruit crm#v4d d https //docs pin com/integrating with recruit crm#hcohb connecting recruit crm to pin navigate to settings > ats integration and select recruit crm from the list enter your recruit crm api key in the api key field for help finding your api key, follow the steps in https //docs recruitcrm io/docs/rcrm api reference/zg9jojexmdcymq authentication after entering your api key, the integration will be connected syncing candidates to recruit crm to sync candidates from each job in pin to a specific job in recruit crm go to job settings > position details scroll to the ats integration section c hoose when to sync candidates by selecting one of the following triggers never contact information is found they receive their first message t hey reply to an email they reply to an email and are interested s elect the recruiterflow 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 recruiterflow based on the chosen trigger reminder you’ll need to set up the syncing for each job you want to send from pin to recruit crm 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 recruit crm once the selected trigger occurs, candidates will sync to recruit crm within a few minutes for example if you choose the trigger “export candidates when contact information is found”, the candidate will automatically sync to recruit crm a few minutes after being added to outreach checking if a candidate synced to recruit crm to confirm if a candidate has synced to recruit crm, you can open their profile in pin if you see the recruit crm logo, this means that they’ve been successfully synced clicking the logo will take you directly to their profile in recruit crm manually syncing a candidate to recruit crm if the candidate hasn’t synced yet select the candidate in pin click “export to ats” choose the recruit crm job you want to sync the candidate to, then click “export” to complete the sync after exporting, refresh the page, and you should now see the recruit crm logo appear on their profile important once a candidate has synced to recruit crm , their contact information cannot be re synced if some information did not sync, you’ll need to manually update that candidate’s profile in recruit crm the "export to ats" button only works for candidates who haven’t already synced to recruit crm if an integration was connected after the selected trigger, pin won’t retroactively sync those candidates in that case, use the "export to ats" button to sync them over candidate data synced to recruit crm the following candidate data will sync to recruit crm from pin full name email phone number linkedin profile url location (city, state, country) current and previous roles education if the candidate was sourced from pin a pin generated resume pdf note all candidates will automatically sync into recruit crm as candidates how pin checks for duplicates in recruit crm pin runs a check before syncing whenever a candidate is added to outreach to prevent duplicate profiles for recruit crm, duplicates are checked against email address linkedin url if a match is found on either field, pin will not create a new candidate profile in recruit crm add recruit crm candidates to pin to add recruit crm candidates to pin, export them from recruit crm as a csv, then upload that file to the relevant job in pin to avoid import errors, you can download and use pin’s csv template, and ensure your column headers and data formats match the template you can download the csv template https //docs google com/spreadsheets/d/1g4yfid8ym0uao4yaohala9zchi790u0kwtf4wax5n9g/edit?usp=sharing note the “ats candidates” search filter is not supported on recruit crm t he only way to add recruit crm candidates to pin is via csv import