Articles on: Integration

How to Integrate Your Recruit CRM Account with KrispCall

Recruit CRM is a recruitment CRM designed to help teams manage candidates, clients, and recruitment pipelines efficiently. KrispCall is a cloud phone system that handles all cloud telephony features such as calls, SMS, and notes. 


Integrating these platforms syncs call logs, messages, notes, voice recordings, and contacts, streamlines workflows, and keeps records accurate. This guide will walk you through the steps of integrating your Recruit CRM account with KrispCall and managing the integration settings afterward.


Benefits of Integrating Recruit CRM with KrispCall


1. Centralized Interaction History

With Recruit CRM and KrispCall integrated, calls, SMS, voicemails, and recordings can be accessed directly from the Recruit CRM dashboard. All candidate and client details stay in one workspace, avoiding the need to juggle multiple tools. This enables recruiters to respond faster, prepare for interviews efficiently, and keep hiring teams aligned with a complete view of interaction history.


2. Two-Way Contact Sync

Contacts created or updated in either KrispCall or Recruit CRM sync automatically across both platforms. So that contact lists remain accurate and up-to-date at all times. Initial sync brings all existing contacts from both systems together. With this, teams get a clean and complete database from day one.


3. Notes Sync for Accurate Record-Keeping

Notes made during or after calls in KrispCall sync directly to Recruit CRM. Every interaction is recorded without extra manual effort. Notes can be created, edited, or deleted in KrispCall, and the changes appear immediately in Recruit CRM. Customers' histories stay current, giving teams the latest information.


4. Access Voicemails and Call Recordings

After integrating KrispCall with Recruit CRM, voicemails and call recordings link automatically to the correct candidate or client profile. No manual uploads or extra steps are required. Recruiters can review conversations, track important details, and follow up with full context. Everything remains stored in one place for quick and easy access.


How to Integrate Your Recruit CRM with KrispCall. 


Step 1: Log in to the KrispCall account and go to Settings.

 

Step 2: In the settings section, Integrations can be seen under APP SETTINGS, click on Integrations.


Step 3: After clicking on integrations, different automation tools and CRMs can be found, which you can integrate with KrispCall. To integrate Recruit CRM from KrispCall, search for Recruit CRM and click on the connect button below Recruit CRM.

Step 4: After clicking on the connect button, a pop-up window will appear asking for your permission to access certain information.


Step 5: After entering the necessary API key and your email address, and clicking on the "connect now button, the “integration status updated successfully” will be displayed under active integrations. 


Manage member Integration settings by the admin/owner


  1. Ensure members have integrated Recruit CRM accounts.
  2. The admin/owner can view member integrations and make changes to members' account settings.

  1. Members cannot view admin/owner integrations.
  2. Member's settings changes don’t affect Admin/Owner’s settings.
  3. Admin/Owner setting changes don’t affect members' settings. 


Integration Settings 


  1. After the successful integration of Recruit CRM, users can enable or disable different settings. In the first step, users can either edit or delete the integration.


  1. To delete the active integration, click on the 3 dots and choose the delete option.

  1. A pop-up window appears where you need to click the delete button. 

  1. Now, the integration status updated successfully message appears after the deletion is successful.

  1. To edit the integration, click on the three dots and choose the edit option. The edit option provides different settings options where users can make changes according to their requirements.

General Settings


General settings is the first setting option where three additional settings options are available. All the toggle buttons on the general settings will be on by default.

  • Create new contacts for calls: This button helps in one-way contact sync if the toggle is on, i.e., the contact created in KrispCall gets synced to Recruit CRM. If the toggle is off, then the contacts won’t be synced.


  • Contacts 2-way sync: This button helps in 2-way contact sync if the toggle is on, i.e,. The contacts created in Recruit CRM get synced to KrispCall. If the toggle is off, then the contact won’t be synced. This button also helps in initial sync, i.e,. If there are previous contacts either in KrispCall or Recruit CRM, then by toggling this button, the contacts get synced to both sides.


  • Notes logging: This option helps to sync notes to Recruit CRM that are created/edited/deleted from the conversation box or during the call. Toggling off this button won’t sync notes to Recruit CRM.


Workflow Settings


The workflow setting is present right after the general settings. All the options under workflow settings are set to tickets at first. Users can click on the settings and change them as per their requirements.


  1. Log incoming answered calls as Calls(Engagements)/Disabled: By enabling the setting, the incoming answered calls will be synced to Calls(Engagements) of Recruit CRM. By enabling the setting as Disabled, the incoming answered calls will not be synced to Recruit CRM.


  1. Log incoming unanswered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming unanswered calls will be synced to Recruit CRM. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to Recruit CRM.


  1. Log outgoing answered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the outgoing answered calls will be synced to Recruit CRM. By enabling the setting as Disabled, the outgoing answered calls will not be synced to Recruit CRM.


  1. Log outgoing unanswered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the outgoing unanswered calls will be synced to the tickets of Recruit CRM. By enabling the setting as Disabled, the outgoing unanswered calls will not be synced to Recruit CRM.


  1. Log Unassociated number as Contact/Candidate: By enabling the settings as either of the two options - Contact or Candidate, un-associated numbers are synced as the chosen variable in Recruit CRM.


  1. Log Voicemail as Calls(Engagements)/Disabled: By enabling the settings as Calls(Engagements), the voicemail log will be synced to Recruit CRM. By enabling the setting as Disabled, the voicemail log will not be synced to Recruit CRM.


  1. Log incoming SMS as SMS/Disabled: Enabling the setting as SMS will sync the incoming SMS to Recruit CRM. However, it will not sync if the setting is disabled.   

  

  1. Log outgoing SMS as SMS/Disabled: Enabling the setting as SMS will sync the outgoing SMS to the tickets of Recruit CRM. However, it will not sync if the setting is disabled. 


Connected Numbers


The connected numbers setting is present after the workflow settings. Two options are available under connected numbers settings. 

  1. Log phone calls for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration. 


  1. Log sms for these phone numbers:  In this option, the list of numbers available in the channel will be selected by default at the time of integration. This setting is used to ensure the log of SMS for the numbers chosen is synced at Recruit CRM.


If the user purchases the number after integration, then they need to add the number manually to the connected numbers.


Note: If there are no selected numbers, then the call logs/SMS will not be synced in Recruit CRM.


Updated on: 14/08/2025

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