Overview of Recruit CRM

Recruit CRM is a comprehensive recruitment management software designed to help staffing agencies and recruiters manage their hiring processes more efficiently. It offers features like candidate tracking, client management, and workflow automation to streamline your recruiting efforts.

Use Cases for ID Checks with Recruit CRM

For recruiters, identity verification is a crucial step in ensuring that candidates are who they claim to be. By integrating IdentityCheck with Recruit CRM through Zapier, users can:

• Enhance Trust: Verify candidate IDs to ensure authenticity.
• Compliance: Meet regulatory requirements for identity verification.
• Improve Efficiency: Automate the ID verification process, reducing manual effort.

Setting Up the Integration

Integrating IdentityCheck with Recruit CRM via Zapier is straightforward. Follow these steps:

1. Log in to your Zapier account.
2. Click the “Make a Zap” button to start a new automation.
3. In the “Choose App & Event” section, select “Recruit CRM” as the trigger app.
4. Choose the appropriate trigger event, such as “New Candidate” or “Candidate Updated”.
5. Connect your Recruit CRM account to Zapier.
6. In the “Action” step, select “IdentityCheck” as the action app.
7. Choose the action event, such as “Verify ID”.
8. Connect your IdentityCheck account to Zapier.
9. Map the necessary fields between Recruit CRM and IdentityCheck.
10. Test the Zap to ensure everything is working correctly.
11. Once tested, turn on the Zap to enable automation.

How to Use IdentityCheck with Recruit CRM

After setting up the integration, using IdentityCheck with Recruit CRM becomes a seamless process:

• When a new candidate is added to Recruit CRM, the integration will automatically trigger an ID verification request through IdentityCheck.
• The candidate will receive an ID verification request via the methods configured in IdentityCheck (e.g., email, SMS).
• Once the candidate submits their ID, IdentityCheck will process the verification and update Recruit CRM with the results.
• You can view the ID verification status and results directly within Recruit CRM under the candidate’s profile.

This integration not only streamlines your recruitment process but also enhances the reliability and security of your candidate data.

Conclusion

Integrating IdentityCheck with Recruit CRM via Zapier is a powerful way to automate the ID verification process, ensuring that your recruitment process runs smoothly and securely. By following the steps provided, you can easily set up and start leveraging this integration to enhance your recruitment workflow.