How to Integrate Testlify with Crelate

Use this guide to connect Testlify with Crelate, send assessments to candidates directly from your Crelate dashboard, and automatically sync results back to each candidate record.

Before you begin

• You must have admin access in Testlify to manage workspace integrations.
• You need an active Crelate account with API Access enabled.
• Jobs must be published in Crelate before they appear in Testlify's assessment settings.

Step 1: Enable the Crelate Integration in Testlify

1. In Testlify, go to Settings and click Integrations.
2. Find and select Crelate from the integrations list.

   

   

3. A new tab opens asking for your Crelate API Key. Keep this tab open and go to Step 2.

   

Step 2: Retrieve Your API Key from Crelate

1. Log in to your Crelate account.
2. Open the navigation menu and select Manage Your Profile & Preferences.

   

3. Go to API Access, enable it, and copy the API key shown on screen.

   

Step 3: Complete the Connection in Testlify

1. Return to the Testlify integration tab.
2. Paste your API key into the field and click Save.
3. Testlify displays a confirmation that Crelate is connected successfully.

   

4. Click Done and refresh the Integrations page. Crelate now appears as Added and Active.

   

Step 4: Link a Testlify Assessment to a Crelate Job

Link each assessment to a Crelate job posting so candidate results sync back automatically when complete.

1. In Testlify, click Create Assessment.

   

2. Choose a job role and click Next.

   

3. Add a test from the Test Library and click Next.

   

4. In Assessment Settings, open the Integration module.

   

5. Click Link to open integration options.

   

6. Set the following fields:
   • ATS: Select Crelate from the dropdown.

     

   • Job Profile: Select the published Crelate job to link. Only published jobs appear here.

     

   • Invitation Stage: Choose the Crelate pipeline stage that triggers when an assessment is sent (e.g., Meeting).
   • Completion Stage: Choose the stage that triggers when a candidate finishes the assessment (e.g., Hired).

     

7. Click Save to apply the integration settings.

   

Step 5: Invite a Candidate from Crelate

With the assessment linked, send invitations directly from the Crelate opportunity record.

1. Open the candidate record in Crelate and enter the candidate's first name, last name, and email address. Email is required to send an invitation.

   

   

   

2. Click Select Opportunity to associate the candidate with a job.

   

   

   

3. Select the relevant opportunity, then choose the Interviewing stage.

   

   

4. Testlify automatically sends the candidate an assessment invitation email.

   

Tip: Once a candidate completes the assessment, results sync back to their Crelate record automatically — your recruiting team has full visibility without leaving Crelate.

Need help? Contact support.