Recruit CRM Integration

How to Integrate Testlify with Recruit CRM

This help article guides you through the process of integrating Testlify with Recruit CRM. By following these steps, you can set up an automated system for inviting candidates to assessments directly through Recruit CRM.

Step 1: Start Testlify Integration on Recruit CRM

1. Open Testlify Settings
   • Log in to Testlify and go to Settings → Integrations.
   • From the list, click Recruit CRM.

2. Provide Your Recruit CRM Credentials
   • A new tab will open and prompt you for your Recruit CRM API Key
   • In the Recruit CRM dashboard, go to Admin Settings → API, enable the API Token & copy it.
   • Paste the API Token in the new opened tab & then click Save.

3. Confirm the Connection
   • Return to Testlify’s integration tab. You should see Recruit CRM listed as “Connected.”
   • Click Continue to finish Step 1.

Finally, the Recruit CRM integration will be available & visible on the Testlify Settings page under Integrations Tab.

Step 2: Setup Assessment Level Integration

1. Configure Your Assessment
   • In Testlify, create a new assessment (or edit an existing one) with your desired job role, assessment name, and questions.

2. Set Up the ATS Integration

   • Within the assessment’s Settings → Integrations tab, click the Link button.

     From the dropdowns, choose:

     • ATS: Recruit CRM
     • Job Profile: Select the open job you want to link
     • Invitation Stage: The Recruit CRM stage at which candidates should receive the Testlify invite
     • Completion Stage: The Recruit CRM stage for candidates who finish the assessment
   • Click Link, then Save to apply these settings.

Step 3: Invite Candidates to Assessment

1. Move Candidates to the Invitation Stage
   • In Recruit CRM, go to Jobs → [Your Job] → Candidates Pipeline.
   • Assign Candidates to the selected job & update hiring stage as Invitation Stage you configured in Step 2 & click Submit .

2. Verify the Invitation
   • The candidate will receive an email from Testlify (e.g. “You’ve been invited to Demo Recruit CRM Assessment”).
   • In Testlify, open your linked assessment and confirm the candidate appears in the Invited list.

3. Review Completed Assessments
   • When a candidate finishes the assessment, Recruit CRM will automatically move them to your designated Completion Stage.
   • Click on View Remarks besides the candidate’s name to view their overall assessment scorecard.