Connect PageUp Clinch to LinkedIn Recruiter so you can sync data from your CRM and LinkedIn Recruiter to streamline your hiring process.
Before you begin, review the following requirements so you can activate CRM Connect in PageUp Clinch. Reach out to your internal IT team for help if needed.
- Make sure you’re an admin in LinkedIn Recruiter and PageUp Clinch. You must have a Hiring Project Creator license with admin permission in Recruiter. See Available license and permission types in Recruiter for more information about permissions.
- Remember your Recruiter dashboard name and contract ID. To find your dashboard name and ID, move your cursor over the profile photo on your Recruiter homepage.
- Use a supported internet browser, such as Microsoft Edge, Firefox, or Chrome.
- Use an incognito or private browser window.
- Disable any settings that block third-party cookies or cross-site tracking. Reach out to your internal IT team if you need help disabling cookies/tracking.
- If you have more than one contract, you need to repeat the following steps for each contract.
Important to know
You need to disable third-party (www.garudax.id) cookie blocking or content blocking for any widgets to render in your browser, regardless of the browser you use.
You’ll need to do the following actions, in sequence, to activate CRM Connect in PageUp Clinch.
- Step 1: Activate CRM Connect in PageUp Clinch
- Step 2: Enable CRM Connect in PageUp Clinch
Step 1: Activate CRM Connect in PageUp Clinch
To activate CRM Connect in PageUp Clinch, follow these required steps as a prerequisite for the integration:
- Sign in to your LinkedIn Recruiter account using the same browser you used to sign into Recruitment Marketing.
- Under Integrations within the main menu, select LinkedIn CRM Connect.
- Select the option to Integrate LinkedIn CRM Connect. You will be taken to the integration Setup screen.
Important to know
A key part of the data that is synchronized between the Recruitment Marketing CRM and LinkedIn Recruiter is the candidate's membership of a Project within the Recruitment Marketing CRM. There may be situations where you do not want specific Projects from your Recruitment Marketing CRM, such as confidential executive search, to be synchronized with LinkedIn Recruiter. Only Projects where the Visibility Setting is set to 'Share this project with all recruiters' will be synchronized with LinkedIn Recruiter via the integration.
Step 2: Enable CRM Connect in PageUp Clinch
Once you have configured the integration using the steps outlined above, you can enable CRM Connect in PageUp Clinch.
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In the LinkedIn Integrations widget, ensure that you have selected the appropriate LinkedIn Recruiter contract.
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The LinkedIn Integrations widget will show a list of available integrations. Click the Choose integrations button to enable the selection of available integrations.
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Select the checkbox next to CRM Connect, and then click Save changes.
You will receive a message indicating that activation is pending. You can leave this screen for now and return later to confirm that activation has been completed. Activation is usually completed within 5 minutes.
Once activation has been completed, you will see a message indicating that CRM Connect has been activated for the current contract. The setup of the LinkedIn CRM Connect integration will then be complete.