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Metaview integrates with Crelate. This enables Notes posted back to a candidate’s record, enhanced candidate metadata, automated team management, Application Review, and Sourcing — helping your team work more efficiently and make better hiring decisions.

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Connect Crelate to Metaview

1. Navigate to your Metaview settings Go to Settings > Integrations. 2. Click Connect and follow the on-screen flow Select Crelate from the list of integrations and follow the prompts to authorize access. After saving your changes, the integration process will start. This can take up to 48 hours to complete, and you will be emailed once the integration is successful.

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Permissions

The Crelate connection is authorized through Kombo as a whole — there are no individual permissions for you to select. Metaview uses that access to match your calls to the right candidate and role, enrich candidate profiles, keep your team in sync, and write Notes and other Metaview information back to Crelate.
Kombo is a Metaview subprocessor. Our current subprocessor list is published in the Trust Center, and the terms covering this processing are set out in our DPA. See also Privacy and security.
Anything under Optional is only used by an individual feature — without it, the core integration still works.
Required
  • Jobs
  • Candidates
  • Applications
  • Application stages
  • Users
  • Rejection reasons
  • Interviews
Optional
  • Create candidates and applications
  • Add notes to an application
  • Add a link to an application
  • Read application and candidate attachments
Metaview does not move or reject Crelate applications. Application Review progress and rejection decisions are completed in Crelate itself.

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Features

  • Employees sync
  • Ability to post your Notes to your CRM with one click
  • Data enrichment of candidate profile (e.g. name, job title, stage, location, CV)
  • Automatic addition of links to Metaview notes in your CRM
  • Use Application Review to import and review candidates; complete progress and rejection decisions in Crelate
  • Use Sourcing to search through your CRM for potential candidates
  • Add new candidates to your CRM that have been sourced

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Troubleshooting

Common reasons a call or candidate may not be matched include:
  • Call or candidate is missing in the CRM
  • Duplicate calls or candidates in the CRM
  • Data mismatch between Metaview invite and information in your CRM
  • Insufficient information to match call or candidate
  • The meeting type is NOT set to Job interview or Debrief
If you believe that a Metaview call was not matched or was incorrectly matched to your CRM data, please reach out to us and provide as much data as possible.

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Disconnect your Crelate integration

You can disable your Metaview integration directly from within your Metaview account under Settings → Integrations then select Disconnect Crelate. This immediately disconnects Metaview from your CRM data. Please note however that any calls that have already been scheduled may still go ahead. Please see Disabling Metaview for details on how to also make sure that the Notetaker bot doesn’t join any future calls.