Zoho Recruit / CRM integration is WEAK
The integration between Zoho Recruit and CRM is very weak! The information that makes sense to integrate is the company contact record and the contact records for the individuals associated with said company. In addition to this, there should be a Zoho Recruit module within Zoho CRM, so that we can populate the basic details of a job so that the information will sync into Zoho Recruit. I don't know if you guys are understanding the workflow a recruiting company would utilize. The flow starts with a sales person working with a lead in Zoho CRM. The sales person will then convert the lead, at which point we would want the customer, associated people contact records and one or more job records to sync from Zoho CRM into Recruit. Right now this is not possible. The integration forces us to map the "Opportunities or Deals or whatever they're called now (from CRM) into Zoho Recruit as the Job record. These two record types don't mesh well. You should make a new Recruiting module in Zoho CRM, so that the initial source info can be entered into Zoho CRM by the sales person correctly, so it can sync into Zoho Recruit and enable the recruiters to then have all the info they need to work the newly closed customer. Trying to sync generic Opportunity/Deal fields into Job fields does not work well.
-
Sven commented
Hi, we’re a recruiting company and we do manage to integrate CRM and recruit easily. Only the assigned recruiter can’t be automaticaly updated, because users in CRM and recruit can be different. It’s just all about creating fields in both environments and syncing them