Zoho Recruit Integration

In this guide, we'll walk you through how to enable the Testlify extension in Zoho Recruit and use it to create assessments, send them to candidates, and track their progress.

Please review these quick video guides -

https://share.vidyard.com/watch/E3jNNkAY456NYMEfrti2N5

Follow the step-by-step instructions to set up the integration and enhance your recruitment workflow. Let's get started!

• Install Zoho Extension / Enable integration

• Sending an Assessment to the candidate(s)

  
  

Install Zoho Extension / Enable integration:

1. Click on 'Marketplace.'

2. In the Marketplace, use the search bar to enter "Testlify For Zoho Recruit."

3. You will then be directed to the relevant page and click on "Install."

4. Please select the checkbox and proceed to click on the "Install Now" option.

5. Then click on "Agree and Continue" to proceed.

6. Here you can select the options you want the installation for. We recommend selecting "Install for all users" and then clicking on "Confirm".

7. The extension will now be installed in your Zoho Recruit account. Once the installation is done you need to Authorize the integration to activate the extension.

• Please proceed by clicking on "Authorize".

• Then click on "Accept".

  

  
  

• Now click on the "Finish" button.

  

  🔧 Configure Automation Rule in Zoho Recruit (Post Integration)

  After completing the integration setup, you need to configure a Workflow Rule with Webhook in Zoho Recruit. This ensures that candidate status updates trigger Testlify assessment actions.

  ⚠️ This is a one-time setup.

• Step 1: Navigate to Workflow Rules

  1. Go to Settings in your Zoho Recruit account
  2. Under Automation, click on Workflow Rules
  3. Click on Create Rule

• 

  

  
  

• Step 2: Create a New Rule

  Fill in the following details:

  • Module: Applications
  • Rule Name: TestlifyQA (example)
  • Description: QA (example)

• Click Next

  
  

• Step 3: Set Trigger Condition

  1. Select On a Record Action
  2. Choose Change Status

• Click Next

  

  
  

• Step 4: Apply Rule Criteria

  1. Select All Applications
  2. Click Next

• Step 5: Configure Instant Action (Webhook)

  1. Click on Instant Actions
  2. Select Webhook

• Step 6: Configure Webhook Details

  Fill in the webhook configuration:

  • Name: Invitation Testlify
  • URL to Notify:

https://integrations.testlify.dev/hooks/v1/zoho-recruit/send-assessment-change-status

• Method: POST
• Authorization Type: Connection
• Select the appropriate Connection from dropdown

• Step 7: Add Webhook Parameters

  Now, add the required parameters as shown below:

  

• Step 8: Generate Preview & Save

  1. Click on Refresh to generate the Preview URL
  2. Click Save and Associate
  3. Finally, click Save

• ✅ Final Outcome

  Once this setup is complete:

  • The webhook rule will be successfully added
  • Any candidate status change in Zoho Recruit will trigger Testlify
  • Assessments will be automatically sent/updated based on status

Make sure:

• The connection is active
• All parameters are mapped correctly
• The status used in Zoho matches your Testlify workflow

Once this setup is completed, please follow the steps below for assessment-level configuration.

8. Click on "Settings." This will take you to the settings menu.

9. Once on the settings page, select "Integration" from the side panel to proceed.

10. Choose "Zoho Recruit" from the list of available integrations.

11. Login through your credentials.

Link Assessment to Zoho Integration:

1. Select the assessment and click on edit.

   

   
   

2. Under setup assessment go to the settings and click on integration.

   

   
   

3. Click on add and select Zoho Recruit, Select Job Role, enter Invitation stage and compilation stage manually and click on add.

   

Sending an Assessment to the candidate(s):

1. Go to Zoho Recruit homepage and click on candidates to see the applications.

   

   
   
2. Select the candidate and move to next stage i.e. "In review" as we selected.

3. Once you update the stage candidate will receive an invitation and also you can see the same on Testlify platform.

4. Once the candidate completes the assessment, candidate will move to the next selected stage i.e. "Qualified".

   Wait for few minutes and check your Zoho application. And click on the candidates name.

   Inside the candidate's profile scroll down and under notes you will find the candidate Score and report page link.

   

   

Please reach out to support@testlify.com in case you need any support.