Integrating with Recruit CRM
This guide covers:
Connecting Recruit CRM to Pin
- Navigate to Settings -> ATS Integration and select Recruit CRM from the list.Β
- Enter your Recruit CRM API key in the API key field.Β For help finding your API key, follow the steps in Recruit CRM's guide.
- 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.
- 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 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: Youβll 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 βExport candidates when contact information is foundβ, 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 theyβve 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 hasnβt synced yet:
- Select the candidate in Pin.
- Click βExport to ATSβ.
- Choose the Recruit CRM 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 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, youβll need to manually update that candidateβs profile in Recruit CRM.
- The "Export to ATS" button only works for candidates who havenβt already synced to Recruit CRM. 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.
Candidate data synced to Recruit CRM
The following candidate data will sync to Recruit CRM from Pin:
- Full name
- 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 Pinβs CSV template, and ensure your column headers and data formats match the template. You can download the CSV template here.
Note: The βATS Candidatesβ search filter is not supported on Recruit CRM. The only way to add Recruit CRM candidates to Pin is via CSV import.