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For recruitment agencies and talent teams · Bullhorn · Zoho Recruit

Save candidate WhatsApp chats to your ATS.

Candidates share notice periods, salary and feedback on WhatsApp. ConvoSync saves those chats, with a short summary, to the right candidate.

Recruiter chatting with a candidate on a phone
IN SHORT

Recruiters run much of their candidate communication on WhatsApp, often from their own number. ATSs like Bullhorn and Zoho Recruit don't capture those chats, so details get lost when a recruiter is busy or leaves. ConvoSync saves each chat to the candidate record as an AI summary plus the full transcript.

What the recruiter knows vs what the ATS knows

Follow one placement from first reply to start date. On the left, what the candidate said on WhatsApp. On the right, what anyone else in the agency can see.

Stage
In the ATS
First reply
Status: Contacted
Screening
Status: Screened
Salary: —
Interviews
Interview: 1st stage
Offer
Status: Offer
Notice
Start date: —
The counter-offer risk was flagged in week three. Only one person in the agency knew, and it was on their personal WhatsApp.

The candidate details that get lost in WhatsApp chats

These are the facts that decide whether a placement happens, and they're exactly the ones candidates share informally.

Notice period and start date

Agreed in a quick message, rarely typed into the candidate profile.

"One month, maybe two weeks"

Salary expectations

Current package, target and walk-away number, shared in confidence on WhatsApp.

"£65k to move"

Motivations and deal-breakers

The real reason they'd move, and what would stop them.

"Hybrid or nothing"

Availability and interview slots

Who can do what, when, with all the rescheduling in between.

"Thursday after 4"

Counter-offer signals

Early warnings that a placement is at risk, usually dropped casually.

"They'll probably counter"

Who introduced the candidate

The first contact and consent to be represented, which matters when ownership is disputed.

"Yes, send my CV to them"

Why candidate communication outside the ATS hurts placements

A recruiter leaves, and their pipeline goes too

Recruitment has high staff turnover. Every time a consultant leaves, months of candidate relationships go with their phone.

What it looks likeA senior consultant hands in notice. Thirty live candidates, and nobody else knows which ones are close to accepting elsewhere.

Silver medallists can't be re-engaged

A strong runner-up from six months ago is perfect for a new role. But what were they earning? Why did they drop out? It's buried in an old chat.

What it looks likeA colleague messages the candidate cold and asks for everything again. The candidate wonders why the agency doesn't remember them.

Handovers mean asking the same questions twice

When a candidate moves between consultants, or a recruiter goes on holiday, the next person starts from a near-empty profile.

What it looks like"Sorry, could you remind me of your notice period?" For the third time in the same process.

Directors can't see who's working which candidates

Activity reports show calls and emails. The busiest channel, WhatsApp, is invisible, so the numbers understate real work and hide stalled candidates.

What it looks likeA shortlist goes quiet for ten days. In the ATS, nothing explains why.

How recruiters try to keep WhatsApp chats in the ATS

Copy into candidate notesBy hand, after each chat

Works for

The one conversation someone remembers to log.

Breaks because

Recruiters juggle dozens of candidates a day. Manual notes are the first thing dropped when it gets busy.

"Please reply by email"Moving candidates off WhatsApp

Works for

Formal documents like offers and contracts.

Breaks because

Candidates reply slower, or not at all. The quick, honest exchanges stay on WhatsApp anyway.

Screenshots to the teamIn a group chat or folder

Works for

Sharing one message quickly.

Breaks because

Not searchable, not on the candidate record, and gone from view within days.

ATS messaging add-onsBuilt on the WhatsApp Business API

Works for

Sending templated messages to candidates from one official company number.

Breaks because

They need a dedicated, verified number and approved templates, and they don't capture the conversations recruiters already have on their own numbers.

How to add WhatsApp chat history to a candidate profile

1

Recruiters keep using WhatsApp

On their phone, on their own number or a business one. ConvoSync runs as a Chrome extension next to WhatsApp Web on their laptop.

2

Matched to the candidate

The phone number is matched to the candidate or client contact already assigned to that recruiter in Bullhorn or Zoho Recruit.

3

Summarised

An AI summary is written using your own AI provider account. It can be a general summary or tailored to recruitment. Or switch AI off and keep the transcript only.

4

Saved to the record

One click, or a bulk sync, saves the summary plus the full chat as a Markdown (.md) file attached to the record. Reminders keep the team syncing.

DR
Daniel Reyes
Candidate · Senior Data Engineer · London
✓ Synced today
AI summary · recruitment format
Notice period1 month (may be 2 wks)
Salary£58k now · £65k target
Must-haveHybrid, max 2 days
RiskLikely counter-offer

Open to move for the right hybrid role. Remote flexibility outweighs title. Available Thursdays after 4pm. Expects current employer to counter; flex on remote is the deciding factor. Proposed start 3 March.

whatsapp-daniel-reyes.mdAttachment

Summary fields are configured during setup; a recruitment format like this one, or a general summary, are both options.

Keep candidate history with the agency, not on one phone

See who's syncing

A dashboard shows who synced today, who hasn't for days and who has never synced, so you can act before history goes missing.

Reminders that fit the week

Pick the days and time. The extension prompts each recruiter to sync, one click from the reminder.

Handovers become briefings

When a consultant leaves or a candidate changes hands, the summary and transcript are already on the record.

Candidate data and privacy. ConvoSync only reads chats with candidates and contacts already in your ATS. Conversations go to your ATS, not to us; we hold user accounts, settings and sync logs. If AI summaries are on, chat text is processed by the AI provider you choose, and you can switch AI off. If you recruit in the UK or EU, check that your candidate privacy notice covers WhatsApp as a channel. How we handle your data →

WhatsApp for recruiters: common questions

How do I add WhatsApp chat history to a candidate profile in Bullhorn?

Bullhorn doesn't capture recruiters' WhatsApp chats on its own. You can paste messages into a note by hand, or use ConvoSync: open WhatsApp Web, and ConvoSync matches the candidate by phone number and saves an AI summary plus the full conversation as a Markdown (.md) file attached to the Bullhorn candidate record.

How do I save WhatsApp conversations in Zoho Recruit?

With ConvoSync connected to Zoho Recruit, a recruiter clicks sync in the Chrome extension next to WhatsApp Web. The conversation is matched to the candidate or contact by phone number and saved as a summary plus a Markdown transcript attachment.

Does it work on recruiters' personal WhatsApp numbers?

Yes. ConvoSync works with whichever personal or business WhatsApp account is linked to WhatsApp Web on the recruiter's laptop. No new number or WhatsApp Business API account is needed.

What happens to candidate WhatsApp chats when a recruiter leaves?

Everything that was synced stays on the candidate records in your ATS. When a colleague takes over those candidates, new conversations keep landing on the same records. Chats that were never synced leave with the recruiter's phone, which is why ConvoSync has sync reminders and a dashboard showing who is and isn't syncing.

Can it capture WhatsApp chats with hiring managers and clients too?

Yes. ConvoSync works with both candidate records and client contact records in your ATS, matched by phone number.

Will it read recruiters' private WhatsApp chats?

No. It only reads conversations with candidates and contacts assigned to that recruiter in the ATS. Chats with family, friends or anyone not in the ATS are never read.

Does ConvoSync message candidates?

No. ConvoSync captures and archives conversations. It doesn't send messages, sequences or campaigns to candidates.

Are CVs, voice notes and attachments captured?

Text conversations are captured as standard. Capturing media such as CVs, documents and voice notes can be scoped as a custom addition.

See a candidate chat saved to your ATS.

A 20-minute walkthrough with sample data. No preparation needed.

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