Calling and SMS for JobAdder - VXT Integration

Published 
May 16, 2023
4
 min read
Last updated 
Calling and SMS for JobAdder - VXT Integration

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Hi, It’s Luke here.

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In this video i’m going to show you VXT’s integration with JobAdder.

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Can’t watch the video right now? Check out a summary of the highlights below!

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What is VXT?

VXT is a cloud-based VoIP phone system built for recruitment agencies.

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JobAdder Integration Features

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Automatically Save Notes

With VXT’s JobAdder integration you can automatically save notes from phone calls to contacts, candidates or jobs.

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Click to Call Straight from JobAdder

Click to call straight from JobAdder and keep a better record of the calls your recruiters are making.

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SMS

You can also use VXT for SMS. Send and receive SMS messages and automatically save these to JobAdder.

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Understand Who’s Calling

When you receive a phone call, VXT will pull your most recent notes from JobAdder and display them on the incoming call so you know who's calling and are able to have personalised conversations.

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The VXT Calling Experience

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So I'm a recruiter and I use VXT for my phone system. To make a call, I can call straight out of JobAdder, I can also call from VXT. Because my JobAdder contacts and candidates are synced with VXT, I can search my database by name or number.

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When I'm on a call in VXT all of my controls are down in the bottom right hand corner of the screen. I can add people to the call to make a conference call, transfer the call to my colleagues and also take my own manual notes during the call. Additionally, I can choose to record all or parts of the call. After the call, I can have the recording transcribed automatically and saved to JobAdder.

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When I’m finished with the call, this is where we see the bulk of our JobAdder integration. JobAdder will identify If I already have the phone number saved as a contact. If I don't have a candidate saved for the contact, I can create a new candidate straight from VXT. I can also choose to save the call to a job. VXT syncs the note types from JobAdder as well, so If I was on the phone with a contact for business development purposes I would select that note type.

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When I hit save, all of the data associated with the call has been saved in JobAdder. This includes: the duration of the call, who was on the phone, notes from the call, and the transcription.

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How it Looks in JobAdder

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If I navigate to my contact profile I can see the recent call. If I take a look, there are the notes that I took manually during the call, the parties involved in the call and as I mentioned the transcription is there too.

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Down the bottom there is also a link to the call in VXT that I could copy and paste into my browser to access the recording.

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If you want to learn more about the integration or the other parts of the VXT platform like analytics, contact management, or advanced call routing -  reach out to the VXT team.

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