Integrate Testlify with Recruit CRM

Integrate Testlify with Recruit CRM

Connect Testlify to Recruit CRM to automatically send candidates assessment invites when they reach a specific hiring stage — no manual emails required.

Before you begin

• You need admin access in Testlify to reach Settings → Integrations.
• You need a Recruit CRM account with API access available.
• Have your Recruit CRM API Token ready — it is found under Admin Settings → API in Recruit CRM.

Step 1: Connect Testlify to Recruit CRM

1. In Testlify, go to Settings → Integrations and click Recruit CRM.

2. A new tab opens prompting for your Recruit CRM API Key. In Recruit CRM, go to Admin Settings → API, enable the API Token, and copy it.
3. Paste the API Token into the tab and click Save.

4. Return to Testlify. Recruit CRM now shows as Connected. Click Continue to finish this step.

The integration is now visible on the Testlify Settings → Integrations page.

Step 2: Link an Assessment to a Recruit CRM Job

1. In Testlify, open or create an assessment for your target role.

2. Inside the assessment, go to Settings → Integrations and click Link.
3. Fill in the following fields from the dropdowns:
   • ATS: Recruit CRM
   • Job Profile: The open job in Recruit CRM you want to link
   • Invitation Stage: The hiring stage that triggers a Testlify invite
   • Completion Stage: The stage candidates move to after completing the assessment
4. Click Link, then Save.

Tip: Choose an Invitation Stage that clearly signals readiness for assessment — for example, "Shortlisted" or "Phone Screen Passed" — so candidates receive invites at the right point in your pipeline.

Step 3: Invite Candidates via Recruit CRM

1. In Recruit CRM, go to Jobs → [Your Job] → Candidates Pipeline.
2. Assign the candidate to the job and set their hiring stage to the Invitation Stage you configured in Step 2. Click Submit.

3. The candidate receives an automated Testlify invite by email. In Testlify, open the linked assessment and confirm the candidate appears in the Invited list.

4. When the candidate completes the assessment, Recruit CRM automatically moves them to the Completion Stage. Click View Remarks next to their name to see the full assessment scorecard.

Need help? Contact support.