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Loxo

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CoRecruit

How it works

CoRecruit + Loxo: How it Works

CoRecruit integrates directly with Loxo ats by capturing meetings, linking them to the correct records, and pushing structured notes, field updates, and documents automatically into your CRM.

<h3>📝 Automated Call Notes

Every intake, interview, client, or reference call is captured automatically and converted into clean, structured notes—no typing, relistening, or missed details. CoRecruit organizes notes by meeting type, highlights key candidate or contact information, and flags action items. All notes appear in the “Activity” or “Intake” section on the Person record, giving you complete, recruiter-ready documentation instantly.

<h3>🔄 Automatic Loxo Updates

CoRecruit pushes all relevant meeting details directly into Loxo in real time, updating supported database fields automatically. This ensures your CRM is always accurate, reduces manual entry, and prevents missed or incomplete information. Your team can focus on recruiting instead of cleaning up records.

<h3>✍️ Custom Activity Types

CoRecruit supports Loxo activity types, allowing you to categorize your notes based on meeting type. Whether it’s an interview, intake call, reference check, or client conversation, you can select the correct activity type from a dropdown menu to keep your database structured and easy to search.

<h3>đź“„ Database Documents & Follow-Up Materials

CoRecruit can automatically or manually upload follow-up documents to Loxo if a record is linked. All documents are uploaded as attachments, keeping your records complete and reducing the need for manual follow-up.

<h3>🔌 Chrome Extension Compatibility

CoRecruit works seamlessly with your browser and communication tools, capturing meetings and syncing them directly into Loxo without extra clicks. This ensures your workflow remains uninterrupted and your CRM stays organized across all tools you use.

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