Pushing data to Zoho Recruits

Pushing data to Zoho Recruits

You can push your leads based on their status (opens and clicks) to the Contacts and Candidates modules of Zoho Recruit account. 

Leads who meet the following criteria will be pushed to respective modules in Zoho Recruit along with their member status,

1. Leads who have the value in the required mandatory fields, 

  • First name, last name and email address fields to be pushed as lead.
  • First name, last name, email address and company name fields to be pushed as contact.

2. Leads who have opened or clicked your campaigns in the last five days before this option is enabled will be pushed.

Push as candidates

Here, a candidate and their fields are pushed based on Open/Click status from Zoho MarketingHub to the module of Zoho Recruits account.

To configure mailing lists and map fields,

1. Log in to Zoho MarketingHub.

2. From the Navigation toolbar, choose Leads and select Sync services.

3. Under Zoho Recruits, click Active Syncs.


4. Navigate to Settings tab. 
5. Open  Push data to Zoho Recruits tab by clicking the Edit icon.



6. Click Configure mailing list  and map fields call-to-action button related to Clicked recipients / Opened recipients in Push as candidates section.



7. It will prompt you to Choose mailing list page to push the reports in Candidate module.


8. In the next step, it will take you to the Map Fields page to map your Campaigns Fields to Recruit Fields.



9. In the following step, you can map your custom data to a Zoho Recruits field and push the recipient activities, such as open and click campaign member status , or other custom data you wish to add to your Recruits account.


Push as contacts

Here, a contact and selected fields is pushed based on open and click status from Zoho Campaign’s mailing lists to mapped fields of the Contacts module in Zoho Recruits account.

To configure mailing lists and map fields,

1. Log in to Zoho MarketingHub.

2. From the Navigation toolbar, choose Leads and select Sync services.

 3. Under Zoho Recruits , click Active Syncs.

 4. Navigate to Settings tab. 

 5. Open  Push data to Zoho Recruits tab by clicking the Edit icon.


6. Click Configure mailing list  and map fields call-to-action button related to Clicked Recipients/Opened Recipients in Push as contacts section.



7. It will prompt you to Choose mailing list page to push the reports in Contacts module.



8. In the next step, it will take you to Map Fields page to map your custom fields to Recruits Fields . (If a Candidate/Contact already exists in Zoho Recruits, the mapped field will be updated with the recent data.)




10. In the following step, you can map your custom data to a Zoho Recruits field and push the recipient activities such as open and click or new custom data to your Recruits account.

         


             To map extra fields, click the Map more Fields link below the Map Fields  section.

1. You can configure different mailing lists for opened and clicked recipients so that you can have a clear idea as to why a subscriber is pushed into Zoho CRM.
2. Avoid configuring the same mailing list across both modules(Candidates and Contacts) as it may lead to confusion as to which module a subscriber should be pushed.

a. If a subscriber is missing the mandatory fields such as first name, last name, email address, etc; then the subscriber will not be pushed to Zoho Recruits.
b. You can stop pushing the recipients' status (both open and click) to Candidates and Contacts modules of Zoho Recruits by disabling the button.
c. You can map extra fields by clicking the Map more Fields link below the Map Fields section.
d. Use Push Custom Data to Recruits fields to filter the contacts in your Zoho Recruits account and later create a view based on status.

Use case

Some of the leads are not pushed to Zoho Recruits. Why is this happening?

Leads will not be pushed if,

  • They are imported already from Zoho Recruits.

  • The mandatory fields such as first name, last name, email address, etc; are not available.

  • Campaign is not sent to the associated mailing list.

  • When there is no user activity in the campaign sent to the associated mailing list.

Next Steps 

If you wish to integrate more than one accounts with Zoho Recruit, click here.

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