Microsoft Outlook integration allows recruiters to connect their inboxes to PeopleForce to send emails to candidates from Recruit through their email. Additionally, the integration will sync emails with this candidate and display them in the candidate profile for easy access. No need to start the chain from PeopleForce anymore, since integration will pull up all the emails. Candidates will see your integrated email as a sender, which should provide better trust during communication and help to avoid getting into Spam.
How to enable integration?
To enable integration, navigate to your profile picture in the top right corner of the screen and click on it.
From the dropdown menu, select Account settings.
Scroll down the page until you see the section labeled Integration.
Click on the Connect button to the right of the Microsoft Outlook integration section.
Enter your Microsoft Outlook address and password to log in.
A pop-up window will appear asking you to confirm that you want to connect your account to Microsoft Outlook. Click Accept to proceed.
That's it!🔅Your account is now integrated with Microsoft Outlook and all changes or updates made to your emails, such as sending or receiving new emails, will be reflected in your PeopleForce account every 60 minutes.
✨ This is user-level integration, therefore user performing integration will integrate only their work inbox. This will not affect other employees in the company.
How to send emails with the Microsoft Outlook integration
If you have integrated your Microsoft Outlook account with PeopleForce, you can send emails in two convenient ways.
From your Outlook inbox
Compose and send emails directly from your Microsoft Outlook inbox as you normally would.From the PeopleForce platform
Effortlessly send emails to candidates directly from your PeopleForce account.
Send emails from PeopleForce
To send an email to a candidate via PeopleForce:
Navigate to the candidate’s profile.
Open the Emails tab.
Write your message in the provided text editor.
Click Send to deliver the email instantly.
When you send an email to a candidate from PeopleForce and they reply, their response will appear in the same Emails tab where you composed the original message.
This feature helps you:
Keep all communication with the candidate organized in one place.
Avoid switching between email accounts or platforms.
With seamless integration, you can focus on maintaining clear and efficient communication throughout the hiring process.
How to remove Microsoft Outlook integration
To disconnect your PeopleForce account from Microsoft Outlook, follow these steps:
Click on your profile picture in the top-right corner of the screen.
Select "Account Settings" from the drop-down menu.
Scroll down to the "Integration" section.
Locate the Microsoft Outlook integration and click the "Disconnect" button.
Confirm the disconnection by clicking Confirm in the pop-up window.
Once these steps are completed, the integration between your PeopleForce account and Microsoft Outlook will be removed.