Connect Zoho Recruit to Metaview
In Metaview, go to Settings → Integrations, find Zoho Recruit, and click Connect. Follow the on-screen flow to complete the setup.Permissions
The Zoho Recruit 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 Zoho Recruit.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.
View list of permissions
View list of permissions
Required
- View permission on the Applications module
- Jobs
- Candidates
- Applications
- Application stages
- Users
- Tags
- Rejection reasons
- Interviews
- Read application and candidate attachments
- Create candidates and applications
- Add notes to an application
- Add a link to an application
- Move or reject an application
An Administrator profile is the simplest way to avoid permission gaps, but it isn’t mandatory as long as the View permission above is in place.
Features
Integrating your Zoho Recruit ATS to Metaview unlocks the following features:- Employees sync
- Enhanced candidate metadata (e.g. name, job title, stage, location, CV)
- Ability to post your Notes to ATS with one click
- Add your Notes as an attachment to the candidate’s application
- Automatic addition of links to Metaview notes in your ATS
- Tag candidates directly from Metaview
- Use Application Review to screen candidates
- Use Sourcing to search through your ATS for potential candidates
- Add new candidates to your ATS that have been sourced
- Move candidates to different stages in your pipeline
- Reject applications directly from Metaview
Zoho Recruit logo to go to the matched entry in your ATS.
What’s not supported
- Automatic scheduling — Schedule interviews through your connected calendar. Metaview will then match the call to Zoho Recruit data.
Troubleshooting
Since Zoho Recruit does not support automatic scheduling, Metaview will attempt to match calls scheduled through your connected calendar to relevant Zoho Recruit records. The most common reasons why this doesn’t happen automatically are:- Call or candidate is missing in the ATS
- Duplicate calls or candidates in the ATS
- Data mismatch between Metaview invite and information in ATS (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.
Disconnect your Zoho Recruit integration
You can disable your Metaview integration directly from within your Metaview account underSettings → Integrations then select Disconnect Zoho Recruit.
This immediately disconnects Metaview from your ATS 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.