--- title: "Recruit CRM — HR Workflow Guide" description: "What happens after Recruit CRM is connected — and what your team can do from there" canonical_url: https://senseloaf.guides.markdrop.in/integrations/recruit-crm-hr-workflow-guide last_updated: 2026-11-01 site: "Senseloaf" index: https://senseloaf.guides.markdrop.in/llms.txt --- # Recruit CRM — HR Workflow Guide This guide is for recruiters and hiring managers using SIA with Recruit CRM. Once connected, SIA automatically syncs your open jobs and candidate applications so you can run AI-powered matching, prescreening, and interviews without leaving your existing workflow. Results come back into Recruit CRM as notes on the candidate and as movement through your hiring pipeline — nobody on your team has to re-type, re-upload, or switch between two systems. > **Note** > > **Note:** Recruit CRM must be connected to SIA before any of this applies. If it hasn't been set up yet, ask your IT admin to follow the Recruit CRM IT Setup Guide. ### How jobs sync from Recruit CRM SIA checks your Recruit CRM account every 15 minutes and pulls in every open job automatically — there's no manual job creation needed on your end. For each job it finds, SIA sets up three things automatically: * **Job details** — the role, description, and requirements come across as-is from Recruit CRM * **A default resume matching strategy** — a starting set of criteria to score candidates against, based on the job itself, so scoring can begin right away * **Workflow activation** — if the job already has a SIA user assigned, it goes live immediately and starts evaluating candidates If a job doesn't yet have a SIA user assigned, it's held in **Draft** rather than going live. Nothing is evaluated or acted on until someone is assigned to own it. ### How candidate stages sync back to Recruit CRM As candidates move through your hiring workflow in SIA, their stage updates sync back to Recruit CRM, keeping your candidate pipeline aligned across both systems. Instead of manually updating candidates in multiple places, your team can manage the workflow in SIA and the relevant stage changes reflect in Recruit CRM automatically. SIA works with whatever hiring pipeline stages your organisation already has set up. When a candidate moves from one stage to another in SIA, the corresponding stage is updated on that job's pipeline in Recruit CRM, keeping the candidate's journey consistent across both platforms. If a stage ever doesn't sync the way you expect, that mapping is the first thing to check. Reach out to the Senseloaf team at and it'll get sorted. ### Candidate sync and shortlisting Alongside jobs, SIA pulls in candidates assigned to jobs in Recruit CRM every 15 minutes for every active job, evaluates each one against that job's matching strategy, and ranks them by grade in the Candidate Listing, so your team opens a ready-sorted list rather than a raw pile of applications. Whenever a candidate is shortlisted in Senseloaf, whether your team does it manually or it happens automatically off a score, they are moved to the matching stage in Recruit CRM, using the stage mapping configured for your organisation. The same happens when a candidate is disqualified. ### What lands back in Recruit CRM Every SIA evaluation — resume matching, prescreening, or an interview — always flows back to the candidate's Recruit CRM record as a plain-text note, so your team never has to leave Recruit CRM to see how someone did. If your organisation has also created the optional **SIA Score** (Number) and **SIA Report** (Text/URL) custom fields covered in the IT Setup Guide, the score and report link land there too as structured values you can sort and filter on, not just text buried in a note. Your team can review the evaluation outcome directly from Recruit CRM with key insights at a glance. When they want to go deeper, they can jump straight into the full evaluation report in SIA. This gives hiring teams the flexibility to review from Recruit CRM when they need a quick decision, or open SIA when they want the full picture. ### Interact with your Recruit CRM data in SIA Chat Once Recruit CRM is connected, you can ask SIA about jobs, candidates, notes, and pipeline stages in plain language directly from SIA Chat. The prompts below are a starting point — explore more from directly within the SIA platform. ```text wrap title="Getting started" What can I do with my Recruit CRM integration? ``` ```text wrap title="Jobs and Application Status" How many candidates are in each stage of the [Job Title] pipeline? ``` ```text wrap title="Update Notes" Add a note to [Applicant Name] from [Job Name] in Recruit CRM: strong on system design, weak on SQL. ``` ```text wrap title="Stage Changes" Which candidates moved stages today because their score changed? ``` ### Connecting your other tools SIA Chat isn't limited to Recruit CRM. Since your other tools are connected to SIA too, you can act on the same candidates and jobs across Slack, Google Workspace, and email without leaving the conversation. Ask SIA to hand off a shortlist, a report, or a scheduling task to whichever tool your team actually works in — it'll route the request to the right connector automatically. ```text wrap title="Share update in channels" Post today's shortlisted candidates to our #hiring Slack channel. ``` ```text wrap title="Export Date to Google Sheet" Export this week's shortlist to a Google Sheet for the hiring manager. ``` ```text wrap title="Send Emails" Send an email invite to [Candidate Name] for the next interview round. ``` ```text wrap title="Schedule Meetings" Schedule a screening call with [Candidate Name] on my calendar for next week ``` ### Setting up and managing your workflow For everything else, writing jobs, configuring agents, activating workflows, screening candidates, and shortlisting, the process is the same as the standard Senseloaf setup. Refer to the articles below: * Configuring resume matching → [Create Matching Strategy](https://senseloaf.guides.markdrop.in/hiring-workflows/create-matching-strategy) * Setting up prescreening → [Configure Prescreening](https://senseloaf.guides.markdrop.in/hiring-workflows/configure-prescreening) * Setting up interviews → [Plan AI Interview](https://senseloaf.guides.markdrop.in/hiring-workflows/plan-ai-interview) * Automating candidate progression → [Set Pipeline Automation](https://senseloaf.guides.markdrop.in/hiring-workflows/set-pipeline-automation) * Reviewing your candidate pipeline → [Candidate Listing](https://senseloaf.guides.markdrop.in/agents-output/candidate-view) * Shortlisting and disqualifying → [Shortlist and Disqualify](https://senseloaf.guides.markdrop.in/hiring-pipeline/shortlist-and-disqualify)