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Crelate Integration

CoRecruit offers an integration with Crelate. By connecting your account, you allow CoRecruit to link meetings and have notes automatically pushed into your existing records. No more copy and paste.

 

Not sure how to link records via CoRecruit? Please read this article on how to manually link records

Where the notes go

When submitted, notes will appear in the “Summary” section on the contact record that was selected for the CoRecruit meeting.

CoRecruit's Crelate integration only allows linking records with Contacts

How to Setup

Setup for the integration with Crelate requires an API Key.

Please see Crelate's documentation: Find and Manage your API Key

For more details on where to setup your integration please this article on managing your integrations

Activity types supported

Crelate contact activity types are supported through CoRecruit. For each meeting type you are able to specify the activity type you would like CoRecruit to send your notes to.

When integrated with Crelate, you can select from a dropdown menu the activity type you wish to be applied to your database notes.

Database Fields

Crelate contact fields can be updated automatically or manually via CoRecruit. CoRecruit will take the information from your meeting and fill in the blanks on your records. Fields are pulled directly from your Crelate instance so any supported custom fields will be available in CoRecruit.

Custom fields must be one of the following types for CoRecruit to fill out:

  • Numbers
  • Yes/No
  • Text

Supported Features

Database Notes     ✅
Database Fields     ✅
Chrome Extension     ✅
Activity Types     ✅