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Zapier Integration

Effortlessly automate tasks across platforms with our guide on Zapier integration.

Updated over a week ago

Zapier is a powerful tool that allows you to automate tasks, track events, and receive notifications based on specific triggers. It facilitates communication between different apps, ultimately saving time on routine activities, an aspect we deeply prioritize at Recruitly.

To Configure Zapier with Recruitly, Follow These Steps:

  1. Go to Recruitly and click on your Profile Picture on the top right.

  2. Select "My Profile" from the dropdown menu.

  3. Within your profile, navigate to "My API keys" or click below:

  4. Click on the "Generate New Key" button. This action will generate a new API key. Now copy this newly generated API key for use in the integration process.

  5. If you have a lot of integrations that use your private API keys, it is probably best if you label them so that you can distinguish between apps. To do that, please click on "Add Label".

If you have an existing Zapier account, follow these steps to connect it with Recruitly:

  1. Go to "My Apps" on the left-hand pane in your Zapier account.

  2. Click on "Add new connection" and search for Recruitly.

  3. A new screen will appear, prompting you to enter the Private API key. Paste the key copied in step 4 of the Recruitly setup.

  4. Once Zapier is connected, you can proceed to link other apps such as Google Sheets, Slack, Teams, etc.

  5. For detailed instructions on connecting specific apps with Zapier, refer to the help section of each individual app.

By completing these steps, you establish a connection between Zapier and Recruitly, enabling seamless automation and integration with various applications according to your workflow requirements.

Here is an example of how you can use Zapier:

"Alerting Your Team Upon New Lead Addition"

If you wish to receive immediate notifications on Slack, Teams, or any other communication app the moment a new Lead is added, enabling your team to promptly initiate their efforts, you can effortlessly execute the following steps:

  • Click on "Create Zap". Select Recruitly in the "Trigger" section since Recruitly is where you will get your leads.

  • Select the trigger event to be "New Lead Created". This means that this workflow will run whenever a new lead is created, which is what we want.

  • Next, it will ask you which Recruitly account you want to use. You can use the one that you just added from the drop-down one and click on "Continue".

  • Select Teams in the "Action" section as you'd want to be notified in Microsoft Teams.

You can use other communication apps as well. We are using Teams in this example to demonstrate how it works.

  • Select "Send Channel Message" in the Action Event field. This means that whenever a new Lead is created, Zapier will send the message in a channel.

  • Next, it will ask you to select a Teams Account. You can select your account.

  • Finally, select the Team, Channel, and what you want to include in the text. We are including a motivational message but it is highly customizable.

  • You can test the Zap to see how it works and click on "Save".

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