Seamless integration between Adapt and Microsoft Outlook
Adapt is displayed within your Outlook screen, giving you direct access to the recruitment tools you need – view candidate or client profiles and run workflows direct from Outlook, without switching between the systems.
With the Adapt Outlook Add-in, simply select an email from a candidate or contact to preview their profile, important notes, scheduled tasks, and journal within your Adapt system. This intuitive Outlook integration connection allows you to run selective workflow, such as tag and send emails, log calls, market candidates, schedule tasks and meetings, add notes, and identify or submit candidates directly to a vacancy.
Social media connectors built into the Adapt Outlook Add-in bridge the gap between social media profiles and your Adapt database, without ever leaving your Outlook Inbox.
The Adapt Outlook Add-in (right) appears within your Outlook screen.
Key Features of the Adapt Outlook Add-in (AOA)
Open associated records in Adapt directly from the AOA
Browse social media content and link social media profiles to associated records in Adapt (including LinkedIn, Twitter and Facebook)
Display Adapt record details within the AOA based upon received emails (including main person details, notes, journal, tasks and CV)
Run Adapt workflow (log phone calls, add notes, log interviews and more) against associated Adapt records
Displayed content and functionality within the AOA can be easily configured per person type (contact, permanent candidate and so on)
Tag single/multiple/unread emails to associated records in Adapt
Attach documents contained within emails to document library of associated Adapt records
Create candidate records in Adapt from CVs received within emails (via Adapt CV parser)
Visual notification of emails in any Outlook folder that have been tagged into Adapt
Adapt AOA Journal (left) shows all activity for a candidate, Client Workflows (centre) run client-related workflows in Adapt without leaving Outlook and Candidate Tasks (right) is your ‘To do’ list.