Zoho Recruit CRM: Configure export settings

Описание к видео Zoho Recruit CRM: Configure export settings

In this video, you'll learn how to transfer profile data and messaging history from Linked Helper to Zoho Recruit CRM. We'll guide you through installing the necessary plug-in, creating a campaign, and mapping data fields between Linked Helper and Zoho Recruit. By the end, you'll be able to efficiently integrate and manage your data within Zoho Recruit.

0:00 - Overview of the integration
0:51 - Install plug-in and create campaign
1:34 - Connect Zoho Recruit CRM
2:00 - Send messaging history
2:18 - Select CRM object
2:49 - Field mapping
4:38 - Create custom fields in Zoho Recruit
6:50 - Set identifiers to avoid duplicates
7:45 - Use constant values
9:01 - Send custom variables
9:24 - Save or save as default settings
10:21 - Add profiles and process
11:00 - Create other objects: Contacts and Clients
13:20 - Additional settings

Website : linkedhelper.com
How To : https://support.linkedhelper.com/hc/e...
Download : https://www.linkedhelper.com/

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