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Metaview integrates with Recruiterflow. This enables automatic scheduling of the Metaview Notetaker, Notes posted back to a candidate’s record, enhanced candidate metadata, and Sourcing — helping your team work more efficiently and make better hiring decisions. Custom integration options with Recruiterflow are also available using Zapier (see our Zapier overview for details).

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Connect Recruiterflow to Metaview

1. Generate new Recruiterflow API key To generate a Recruiterflow API key, get in contact with Recruiterflow support. Tell them you need an API key to integrate with Metaview. 2. Share Recruiterflow API key with Metaview Navigate to https://my.metaview.app/?settings=recruiterflow. If you haven’t previously signed in to Metaview, you will be prompted to do so. Enter the API key into the corresponding field. Image 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

Metaview uses this 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 Recruiterflow. Your Recruiterflow API key authorizes this connection as a whole — there are no individual permissions for you to select. This is a direct connection — no third-party integration partner is involved. Anything under Optional is only used by an individual feature — without it, the core integration still works.
Required
  • Candidates and candidate details
  • Candidate files
  • Candidate events and calls
  • Jobs and pipelines
  • Departments and locations
  • Scorecards
  • Users
  • Write candidate notes
Optional
  • Create or update a candidate
  • Assign a candidate to a job
  • Write profile image
  • Move or disqualify a candidate
Recruiterflow API keys grant access to all resources and have no individually selectable permissions, so the optional access above is granted by the same key. It is only exercised when you use the optional features it covers.

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Features

Integrating your Recruiterflow CRM to Metaview unlocks the following features:
  • Automatic scheduling directly from your CRM if it has a video conference meeting link
  • 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
  • Provide Access to calls for users with Recruiter and Hiring Manager roles in your CRM
  • Use Sourcing to search through your CRM for potential candidates
  • Add new candidates to your CRM that have been sourced
When a call was scheduled through Recruiterflow or was matched to data in Recruiterflow, you will see the CRM logo in Metaview. Click on the``Recruiterflow logo go to the matched entry in your CRM.

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Troubleshooting

When a call was not scheduled through Recruiterflow, Metaview will still attempt to match your calls scheduled by other means to relevant entries in your CRM. The most common reasons why this doesn’t happen automatically are:
  • Scheduled interview, candidate, or interviewer is missing in the CRM
  • Duplicate scheduled interviews or duplicate candidates in the CRM
  • Data mismatch between Metaview invite and information in your CRM (e.g. wrong participants, missing participant, wrong candidate)
  • Insufficient information to match call or candidate (often occurs when using Inviting to an ongoing call or Upload recordings options)
  • The meeting type is NOT set to Job interview or Debrief. Please see Call details for more information.
To push notes from Metaview to RecruiterFlow, the interviewer associated with the Metaview call must match the interviewer in your CRM.
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 for our team to properly investigate. Please provide specific examples and the relevant IDs (e.g. application ID, candidate ID) from your CRM.

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Disconnect your Recruiterflow integration

You can disable your Metaview integration directly from within your Metaview account under Settings →Integrations then select Disconnect Recruiterflow. 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.