TargetRecruit integration allows you to supercharge your hiring workflows by connecting your Ringover phone system directly with your Salesforce-based Applicant Tracking System (ATS). In this guide, you’ll learn how to activate the integration, authorize connection permissions, install the CTI dialer, and add the dialer to your utility toolbar.

Integrate TargetRecruit with Ringover

1. Activate the TargetRecruit integration in Ringover

Connect your Ringover account to TargetRecruit and authorize the necessary API permissions.

1. Go to the Integrations' page.
2. Locate TargetRecruit from the list of integrations.
3. Click on Activate.
4. Click on Confirm to authorize the activation.
5. Read the permissions modal and click on Allow.

Ringover requires three permission scopes to function: Access the identity URL service (to map users), Manage user data via APIs (to log communications), and Perform requests at any time (to update logs with after-call transcriptions or AI summaries).

2. Configure your settings in Ringover

Customize how your contacts and call logs sync between the two platforms.

1. Call types: Select Manage call types to choose which types of calls sync to your CRM.
2. Include recordings in call logs: Choose to attach call recordings by selecting All files, Recordings, Voicemails, or None.
3. Restrict access to recordings: Enable this option to limit playback access strictly to users with active Ringover licenses.
4. Phone numbers: Select the specific outbound lines you want to include in the integration.
5. SMS numbers: Select the specific messaging numbers you want to include in the integration.
6. Group SMS conversations by: Choose to group by Day (24 hr), the Full conversation or Do not group.
7. Link users with an account: Link Ringover users to a TargetRecruit account.
8. Assign missed IVR calls to: Designate a specific default TargetRecruit user to receive ownership of any missed switchboard calls.
9. Log internal calls: Activate this option to automatically log calls made between internal Ringover agents.
10. Include Empower summaries and transcripts: Toggle this to append automated AI summaries and full text transcript links directly to activity comments.

11. Include scenario name in call logs: Log the active IVR campaign or routing flow name to incoming call logs.

12. Status of created task: completed, missed, incoming, outgoing.
13. Logs display language: Select your preferred default language for automated log text.
14. If a contact page exists, open that page when the contact answers the call: Enable this to automatically open the matching contact's page in your integration the instant an agent answers their call.
15. Log outbound/inbound calls longer than: set a time.
16. Log WhatsApp messages: Activate this option to automatically log Whatsapp messages.
17. Create contact for calls: Define when new records should be created (options include Incoming, Outgoing, Missed, Completed, All calls, or No contact page).
18. Create contact for SMS messages: Define when new records should be created (options include Incoming, Outgoing, All, or None).
19. Create contact for WhatsApp messages: Enable the option to create a contact for WhatsApp.

20. Sync contacts (v4): Toggle on to display real-time contact sync logs.
21. Sync contacts on a call-by-call basis: If activated, your contact's details will be synced from your CRM and stored in your Ringover account only when you call them or they call you.
22. Display contact's info: during call and only store their info if call-by-call basis is activated
23. Mapped fields: Select standard fields from your integration and assign custom label names to have them displayed in the Info section of your dialer.

3. Install the Ringover CTI Dialer in TargetRecruit

Import the call center adapter definition to link your Salesforce environment with your phone lines.

1. Open the Setup menu at the top and enter Call center in the right-hand search box.
2. Click on Import.
3. Download and extract the file Ringover_Salesforce_CTI.xml from the Ringover_Salesforce_CTI.zip archive
4. Click on Choose File and select your extracted xml file (🔗 File to download)
5. Click on the "Ringover call center adapter".
6. Click on Manage call center users.
7. Click on Add more users.
8. Click on Find.
9. Select the users you want to add and click on Add to Call center.

Only users added to the Call Center list inside TargetRecruit will be able to utilize the embedded Ringover dialer app.

Add the softphone tool to your desk workspace so agents can access the dialer from any page.

1. Go to the Setup menu.
2. Select App Manager.
3. Locate the Lightning application you want to add the dialer to (e.g., Sales Console)
4. Click on Edit.
5. Select Utility Items (Desktop Only) from the left menu.
6. Click on Add Utility Item.
7. Select Open CTI Software from the list.
8. Change the label name to Ringover.
9. Click on Save.

🎉 You now know how to integrate TargetRecruit with Ringover and can make calls directly from your desktop toolbar, automatically sync contacts, and log all call, SMS, and WhatsApp communications!