ATS & CRM sync is the routine that writes all your conversations to your ATS or CRM at the end of the day. No more logging every conversation one by one.
Before you start
Your admin has connected your ATS or CRM.
Your AI assistant is connected to Hyre. See Connect Hyre to Claude.
Tip: log a few conversations one at a time with actions first and check them in your ATS. Happy with the result? Then switch to the sync.
Step by step
Go to Agents. At the top you see how many of this week's conversations are already in your ATS or CRM, for example "15 of 33 logged".
Click ATS- & CRM-sync (on that card, or Run routine on the routine card). The same button sits at the right of the filter line in Conversations.
Confirm the checklist. Your AI assistant opens; send the prompt.
The agent finds every conversation since your last run that hasn't been logged yet. Anything already in your ATS is skipped.
It shows what it plans to do and asks for your approval, for example: create a candidate, update a contact, add a company. It may ask questions when something is unclear. Answer them.
When it's done, the conversations show a check mark in Conversations: logged.
What gets written?
Meetings, phone calls, in-person recordings and memos, email threads and LinkedIn chats since your last run.
For each external participant, one note or activity in your ATS or CRM: the summary plus a line with the type of conversation, date, duration and a link back to Hyre. For email and LinkedIn it's a summary of the thread, not a copy of the messages.
Where possible it also updates fields and creates follow-up tasks.
Want the full transcript in the ATS too? An owner or admin turns on Include the full transcript in ATS activities under Settings › Organization. The transcript is then attached as a file.
Good to know
Running it twice is safe. Anything already logged is not written again.
Colleagues never get a note, even when they're in your ATS. A conversation with only colleagues is skipped.
It takes longer than a single action, count on a few minutes. Do something else in the meantime.
The counter counts conversations with a transcript since Monday 00:00. A meeting that wasn't recorded doesn't count.
Records are written as you, or with your name on them when your ATS doesn't know an author ("Logged by
via Hyre").
Every working day at 17:00 automatically: see Set up routines in Claude.
Watch the video
Video: ATS & CRM sync in the Hyre Academy (Dutch, 2 min).
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