Feature Focus: CRM Integration

Firefish and Bullhorn logos

Talenta completes the gap in communications between your calls and your CRM. 

That’s possible because it’s built to integrate seamlessly with the top CRM platforms that recruitment agencies are already using. 

Every recruitment agency runs multiple software platforms to complete the candidate journey from vacancy to hiring. 

  • Agency website and social media channels
  • Internal communications and messaging channels
  • Phone system
  • CRM for lead capture, client and candidate records, contracts and so on
  • Accounting
  • Portals for third-party recruitment boards

They all need to be able to talk to each other without recruitment consultants having to jump through hoops each time to request permission, enter passwords, or add updates manually. 

With frictionless integration between the phone system and CRM, Talenta allows all call data to flow freely between conversations and client or candidate records. 

What CRM platforms does Talenta integrate with?

Talenta integrates with Firefish and Bullhorn. 

What are the benefits of platform integration?

Integration allows your Talenta AI phone system to communicate freely with the CRM, without you having to leave the Talenta dashboard. 

Know who’s calling before you answer

When a call comes in, Talenta can match it against the client record in the CRM and pull up the details on the smart caller pop-up. 

Notes synced automatically

The call recording, summary, transcript and notes are saved to the CRM at the end of the call, eliminating the need for manual note-taking. 

Easy appointment booking

Your next steps and appointments are updated in the CRM, so you don’t have to enter the same details twice. 

No manual data entry

Save 2-3 minutes after every conversation. All your call notes pass directly to the CRM so consultants can get on with their next task. 

Missed Call Tracking 

No need to manually assemble your missed calls or voicemails and find the numbers. Vetsy allows you to complete your list with click-to-dial convenience from the client or candidate record you’re currently viewing. 

Performance overview 

Track team performance across each stage of the call and share examples of outstanding call-handling with the wider team for coaching purposes. 

How does integration set-up work?

Adding Talenta to your existing software and CRM stack doesn’t cause any disruption to your ongoing processes. Most agencies are up and running in a few days. Our team provides full support before and after integration. 

Is my data secure?

Yes. You’ll still manage data retention policies (eg. GDPR, certification and Right to Work) from your CRM, but all data flowing between your Talenta AI phone system and database is encrypted, with controlled access. Calls can’t be used to access or change your CRM data outside the permissions you set.

What if I don’t use one of your listed CRM platforms?

Tell us what you’re using and we’ll come up with a solution. In most cases, we can configure Talenta to communicate with whatever platform you’re using. 

Want to know more about Talenta and your CRM? View our partner pages using the link below. 

See partner integrations

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