Crelate ATS Setup

Overview

Crelate is a CRM and ATS platform designed for recruiting and staffing firms. Tenzo provides a comprehensive integration with Crelate that enables automated candidate outreach, AI-powered interviews, and seamless data synchronization.

Crelate integration uses stage IDs instead of stage names for more reliable stage management. This ensures consistent behavior even if stage names change in your Crelate account.

Prerequisites

Before setting up the Crelate integration, ensure you have:

Admin access to your Tenzo account
Admin access to your Crelate ATS with permissions to authorize third-party integrations

Tenzo connects to Crelate via Kombo, our unified API integration partner. The connection process is handled through a secure OAuth flow. Stage IDs are automatically managed by Tenzo - you’ll select stages by name in the UI.

Initial Setup

Step 1: Connect Your Crelate Account

Tenzo integrates with Crelate through Kombo, our integration partner. To connect your account:

Navigate to the Admin page in Tenzo
Select the ATS Integrations tab
Click Add Integration
Select Crelate from the list of available providers
Follow the connection wizard to authenticate with Crelate

For detailed step-by-step instructions with screenshots, see Kombo’s guide: How to link your Crelate account

Step 2: Verify Connection

Once connected, Tenzo will automatically:

Sync your jobs every 5 minutes
Pull candidate and application data
Verify custom field access

Important: Contact Your Customer RepresentativeAfter connecting a new integration, reach out to your Tenzo customer representative to:

Help configure organization-specific settings and overrides
Initiate a full historical data sync
Ensure proper configuration for your use case

The initial full sync can take around 12-15 hours depending on the volume of jobs, candidates, and applications in your Crelate account. Ongoing incremental syncs will be much faster (every 5 minutes).

Configuration Settings

Crelate integrations offer the most comprehensive configuration options in Tenzo. Navigate to Admin > ATS Integrations to configure the following:

Candidate Flow Stages

Configure how Tenzo manages candidates through your recruitment pipeline:

Start Stages

Start Stages determine when Tenzo begins outreach to candidates.

Select one or more stages where candidates should receive outreach
Candidates moved out of these stages will stop receiving messages
Multiple stages can be selected for flexibility

Example: If you have stages like “New Applicant” or “Ready for Screen”, select both to ensure all qualifying candidates are contacted.

AI Interview Pass/Fail Stages

AI Interview Pass Stage - Stage where candidates move after passing the AI interviewAI Interview Fail Stage - Stage where candidates move after failing the AI interview

Leave blank if you don’t want automatic stage movement
Pass/fail is determined by your configured score thresholds
Stage movements are logged in candidate activity

Resume Review Stages

If resume review is enabled, configure where candidates move based on initial resume screening:Resume Review Pass Stage - Candidates with qualifying resumes move hereResume Review Fail Stage - Candidates with non-qualifying resumes move here

Resume review happens before the interview, allowing you to filter candidates early in the process.

Human Review Stage

Human Review Stage - Stage where candidates are moved when they require manual reviewThis is triggered when:

Interview results are inconclusive
Candidate requests accommodation
Manual review is explicitly requested

Accommodation Request Stage

Accommodation Request Stage - Stage for candidates who request interview accommodationsWhen a candidate indicates they need accommodations, they are automatically moved to this stage for human follow-up.

Scoring & Thresholds

Pass Score Threshold

AI Interview Pass Score ThresholdSet the minimum score (0-100) for a candidate to be considered as “passed”Default: 60

Completion Rate

AI Interview Completion Rate ThresholdMinimum percentage of interview questions that must be completedDefault: 80%

Feedback Actions Configuration

Crelate integrations support Thumbs Up/Thumbs Down feedback actions that map to stage movements.

Thumbs Up Stage - When a recruiter gives a candidate a thumbs up in Tenzo, move them to this stage in Crelate Thumbs Down Stage - When a recruiter gives a candidate a thumbs down in Tenzo, move them to this stage in Crelate This provides quick manual override capabilities for recruiters reviewing interview results.

Automatic Stage Movement

Configure automatic stage movement for candidate scenarios:

Setting	Description
Not Interested Stage	Stage where candidates are moved when they indicate they’re not interested
Enable Auto-Move After Timeout	Automatically move candidates to a specific stage after inactivity
Timeout Days	Number of days of inactivity before automatic stage movement
Timeout Stage	Target stage for timed-out candidates

Crelate Note: Crelate doesn’t support candidate rejection/disposition through the API. These settings control stage movement only. The UI may show “Auto-Reject” in the settings names, but candidates are moved to the specified stages rather than being marked as rejected.

Stage movements based on timeout are automatic. Ensure timeout settings align with your typical candidate response times.

Custom Field Mapping

Tenzo can write interview data back to custom fields in your Crelate account. You’ll need to create these fields in Crelate first, then map them in Tenzo’s settings.

Crelate Limitation: Application-level custom fields are not supported in Crelate. Use candidate-level custom fields instead for interview scores and links.

Navigate to Job Settings

In Crelate:

Go to Settings (gear icon in the left sidebar)
Under BASIC SETUP, select Jobs & Opportunities
Scroll down to the Custom Fields section

Create Job-Level Custom Fields

Click Add new Custom Field (green plus button) and create the following field:Display Name: “Tenzo Job Link”Logical Name: “tenzo_job_link” (or your preferred name)

Must be unique
This exact name will be used in Tenzo’s ATS Settings

Type: TextPicklist Set: N/AClick Save to create the field.

Navigate to Candidate Settings

Now set up custom fields for candidates:

Go to Settings (gear icon in the left sidebar)
Under BASIC SETUP, select Contacts
Scroll down to the Custom Fields section

Create Candidate-Level Custom Fields

Click Add new Custom Field (green plus button) and create the following fields:Field 1: Interview Link

Display Name: “Tenzo Interview Link”
Logical Name: “tenzo_interview_link” (or your preferred name)
Type: Text
Picklist Set: N/A

Field 2: Interview Score

Display Name: “Tenzo Interview Score”
Logical Name: “tenzo_interview_score” (or your preferred name)
Type: Numbers (Decimal)
Picklist Set: N/A

Click Save after creating each field.

Map Fields in Tenzo Settings

After creating and saving the custom fields in Crelate:

Navigate to Tenzo’s Admin > ATS Integrations page
The custom fields should now appear in the dropdown selectors
Map your Crelate fields to the appropriate Tenzo settings:

Job-Level Fields:

Tenzo Job Link Custom Field → Select your “tenzo_job_link” field

Candidate-Level Fields:

Interview Link Custom Field → Select your “tenzo_interview_link” field
Candidate Score Custom Field → Select your “tenzo_interview_score” field

Application-Level Fields:

~~Application Score Custom Field~~ - Not available in Crelate (skip this field)

Click Save to apply your configuration

Fields must be saved and active in Crelate before they’ll appear in Tenzo’s settings dropdowns.

Test the Integration

Verify the custom field mapping is working:

Run a test interview with a candidate
After the interview completes, check the candidate record in Crelate
Verify that the interview link and score appear in your custom fields
Check the job record to confirm the Tenzo job link was written

Pro Tip: Crelate shows you how many custom fields you’ve used (e.g., “You’ve used 1 of 20 available Custom Fields”). Make sure you have available slots before creating new fields.

Auto-Activation Settings

Control how automatically generated jobs are activated: Enable Auto-Activation - Toggle automatic activation of jobs created with auto generated scripts Delay Activate Generated Job (Hours) - Hours to wait before auto-activation

Setting a delay gives recruiters time to review and modify auto-generated interview configurations before candidates are contacted.

Activity Feeds

Configure whether communication activity is synced to Crelate:

Text Activity Feed Enabled - Post SMS messages as notes in Crelate
Email Activity Feed Enabled - Post email messages as notes in Crelate

This creates a complete communication history in your ATS.

Sync Settings

Sync Applicants for Paused Jobs - Whether to continue syncing candidates for paused/inactive jobs Disable this to reduce sync volume for jobs you’re no longer actively recruiting for.

Common Workflows

Workflow 1: Basic Interview Automation

New Applicant (Start Stage)
    ↓ (Tenzo reaches out)
AI Interview Conducted
    ↓ (Based on score)
Pass Stage ← [Score ≥ 60] → Fail Stage

Workflow 2: Resume Review + Interview

New Applicant (Start Stage)
    ↓ (Resume review)
Resume Pass → AI Interview → Interview Pass/Fail
    ↓
Resume Fail (End)

Best Practices

Stage Management

Use clear, descriptive stage names in Crelate
Test stage movements with a test candidate
Keep your stage structure simple initially
Review stage configuration after first few interviews

Custom Fields

Create custom fields before configuring mapping
Use consistent naming conventions
Test field updates with sample candidates
Document field purposes for your team

Thresholds

Start with default thresholds (60 score, 80% completion)
Review first 20-30 interviews before adjusting
Adjust based on your specific role requirements
Document threshold rationale for your team

Communication

Enable activity feeds for complete audit trails
Review synced notes to ensure quality
Train team on how Tenzo messages appear in Crelate

Troubleshooting

Connection Issues

Possible Causes:

Incorrect Crelate credentials
Insufficient permissions in Crelate
Third-party integrations blocked
API connection timeout

Solutions:

Verify you have admin access to Crelate
Check that third-party integrations are enabled in Crelate settings
Try disconnecting and reconnecting the integration
Consult Kombo’s connection guide
Contact Tenzo support if issues persist

Candidates Not Moving Stages

Possible Causes:

Incorrect stage selected in configuration
Candidate not in start stage
Interview not completed or scored
API connection issues

Solutions:

Verify stage selections in Tenzo ATS Settings
Check candidate’s current stage in Crelate
Review interview completion status
Test API connection in Admin > Integrations

Jobs Not Syncing

Possible Causes:

Jobs are archived or closed in Crelate
API rate limiting
Job sync filters active

Solutions:

Ensure jobs are active in Crelate
Wait for next sync cycle (5 minutes)
Check sync settings for filters
Review API rate limit status

Activity Feed Notes Not Appearing

Possible Causes:

Activity feed disabled in settings
API permissions don’t include note creation
Notes added to wrong entity type

Solutions:

Enable activity feeds in ATS Settings
Verify API credentials have note permissions
Check candidate record vs application record

API Limitations

The Crelate integration has some known limitations due to Crelate’s API structure:

Application Custom Fields - Not Supported

Application-level custom fields are not available in Crelate. This is a Crelate platform limitation, not a Tenzo limitation. Workaround: Use candidate-level custom fields instead. Be aware that:

Candidate fields will be overwritten if a candidate applies to multiple jobs
Each new interview will update the candidate’s score field
For job-specific data, consider using job-level fields or notes

Getting Help

Tenzo Support

For Tenzo-specific questions:Contact Support

Kombo Integration Help

For connection and sync issues:Kombo Help Center

Crelate Documentation

For Crelate platform questions:Consult your Crelate API documentation

Next Steps

After setting up your Crelate integration:

Job-Specific Settings - Customize interview settings for individual jobs
Rules Engine - Automate ATS workflows with conditional rules
Create Your First Interview - Learn how to set up and configure interviews

Getting Started

Interview Settings

ATS Integrations

Workspace Integrations

Sourcing

Templates

User Management

Overview

Prerequisites

Initial Setup

Step 1: Connect Your Crelate Account

Step 2: Verify Connection

Configuration Settings

Candidate Flow Stages

Scoring & Thresholds

Pass Score Threshold

Completion Rate

Feedback Actions Configuration

Automatic Stage Movement

Custom Field Mapping

Auto-Activation Settings

Activity Feeds

Sync Settings

Common Workflows

Workflow 1: Basic Interview Automation

Workflow 2: Resume Review + Interview

Best Practices

Stage Management

Custom Fields

Thresholds

Communication

Troubleshooting

API Limitations

Application Custom Fields - Not Supported

Getting Help

Tenzo Support

Kombo Integration Help

Crelate Documentation

Next Steps

Getting Started

Interview Settings

ATS Integrations

Workspace Integrations

Sourcing

Templates

User Management

​Overview

​Prerequisites

​Initial Setup

​Step 1: Connect Your Crelate Account

​Step 2: Verify Connection

​Configuration Settings

​Candidate Flow Stages

​Scoring & Thresholds

Pass Score Threshold

Completion Rate

​Feedback Actions Configuration

​Automatic Stage Movement

​Custom Field Mapping

​Auto-Activation Settings

​Activity Feeds

​Sync Settings

​Common Workflows

​Workflow 1: Basic Interview Automation

​Workflow 2: Resume Review + Interview

​Best Practices

Stage Management

Custom Fields

Thresholds

Communication

​Troubleshooting

​API Limitations

​Application Custom Fields - Not Supported

​Getting Help

Tenzo Support

Kombo Integration Help

Crelate Documentation

​Next Steps

Overview

Prerequisites

Initial Setup

Step 1: Connect Your Crelate Account

Step 2: Verify Connection

Configuration Settings

Candidate Flow Stages

Scoring & Thresholds

Feedback Actions Configuration

Automatic Stage Movement

Custom Field Mapping

Auto-Activation Settings

Activity Feeds

Sync Settings

Common Workflows

Workflow 1: Basic Interview Automation

Workflow 2: Resume Review + Interview

Best Practices

Troubleshooting

API Limitations

Application Custom Fields - Not Supported

Getting Help

Next Steps