Vincere is a CRM / ATS software designed for recruitment and used by direct recruitment companies, recruitment agencies and management selection. They are focused around the user experience, centered on process data that is compatible with mobile devices.
Ringover integration in Vincere allows you to:
- Easily pull up your calls and SMS messages connected in Vincere
- Identify who is calling you and quickly access the contact's information thanks to our contact syncing feature
- Tag and comment on calls in Ringover and pull up the tagged and commented call in Vincere
- You can find your call recordings in Vincere
Now, let’s move on to integrating the tool 📳
Prerequisite:
- You’ll need a Ringover Business or Advanced account in order to benefit from this integration
- The integration should be installed by a Ringover administrator account
- Integration should be installed by a Vincere administrator account
Step 1: Activation
- 💻 Go to Dashboard> Store> Integration
- Search for "Vincere" and click on "Activate"
- Enter your Vincere subdomain and the API key provided by Vincere:
- Here is the callback URL (also known as the redirect URL) to provide to Vincere support: https://dashboard.ringover.com/integrations/vincere
Step 2: Configuration in Ringover
Customize the behavior of the integration based on your requirements through the settings. To do this:
- Go back to Dashboard> Store> Integration and click on 'Configure' next to Vincere
You can pair accounts with different emails:
💡 For more information on the configuration, check out our dedicated section "How to configure your tool?"
You can select the “source candidate” who will be defined when Ringover creates a new contact, as well as the category for your tasks created by Ringover.
Select how calls will be logged in Vincere
💡 Important to know
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- To ensure proper logging of your notes, tags and summaries after your calls, it is mandatory to keep the status of created activities as "Open" instead of "Done":
While switching the status to "Done" is possible as a personal preference, please note that it prevents Ringover from adding post-call activity information, resulting in incomplete logs. Specifically notes, tags and summaries will not be added after the call ends.
- To ensure proper logging of your notes, tags and summaries after your calls, it is mandatory to keep the status of created activities as "Open" instead of "Done":
There you go, your integration is all sorted! 🎉
Your calls will now all create tasks associated with candidates in Vincere.
