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Bring calling, messaging and AI notes into your Loxo recruitment workflow. Capture the conversation, connect activity to the right people and review suggested profile updates while the details are fresh.

Loxo phone integration for recruitment agencies

A useful recruitment conversation can reveal a new employer, a change of location or details about a candidate's current pay. TalentLynk connects your Loxo CRM with calling, messaging and AI tools so your team can carry that information into the next stage of the relationship.

Start calls from your Loxo workflow, keep communication activity with linked people and turn conversations into reviewed AI notes and suggested profile updates.

Use click-to-call with Loxo

The TalentLynk Chrome extension lets recruiters start calls from phone numbers while working in Loxo. Keep the person's record within reach as you move between candidate screening, client conversations and follow-up calls.

Match conversations to existing Loxo people using phone numbers or email addresses. Linking the conversation to the right record helps recruiters find the context they need without repeatedly copying contact details.

Keep calls and messages connected to recruitment activity

Log inbound and outbound calls against linked Loxo records with useful call details and recording links. Choose how short calls, missed calls and unanswered outbound calls appear in your activity history.

Connect SMS, WhatsApp and email activity as well, and choose whether message content accompanies the log. Map activity to your agency's Loxo activity types so the communication history follows the way your team works.

Turn recruitment conversations into AI notes

Generate AI call summaries and sync them to Loxo. Recruiters can review and edit the generated notes, then keep the synced version up to date as they refine the useful points from the discussion.

When enabled, full call transcripts add detail alongside the summary. Notes can also be linked to a relevant Loxo job, keeping a screening conversation or candidate update close to the role being discussed.

Review AI profile suggestions for Loxo

TalentLynk can use call and Microsoft Teams meeting transcripts to suggest updates to configured Loxo profile fields. Capture information such as current pay, job title, employer and location as it comes up in recruitment conversations.

See suggested values alongside the current CRM information and supporting conversation excerpts. Recruiters can edit a suggestion, dismiss an individual change and choose the updates they want to apply to Loxo.

Configure supported standard and custom fields with instructions that reflect your agency's approach. This gives recruiters flexibility to shape the information before it becomes part of the CRM record.

Keep your next candidate conversation informed

  • Capture the call: keep a reviewed summary with the linked Loxo person.
  • Connect the role: associate a note with the relevant Loxo job.
  • Refresh the profile: review suggested updates from the conversation and select the changes to apply.
  • Continue the relationship: bring follow-up messages into the same communication history.

Frequently asked questions

Can I call from Loxo with TalentLynk?

Yes. The TalentLynk Chrome extension supports click-to-call from your Loxo workflow, with communication activity connected to linked CRM records.

How do Loxo AI profile suggestions work?

TalentLynk suggests updates for configured profile fields using conversation transcripts. Your recruiters can review the evidence, adjust proposed values and select the changes they want to save to Loxo.

Can we connect notes to a Loxo job?

Yes. A recruitment note can be linked to a relevant Loxo job, helping your team keep the discussion in the context of the opportunity.

See TalentLynk working with Loxo

Book a demonstration of Loxo calling, AI notes and flexible profile suggestions using the candidate and client workflows that matter to your agency.

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Plan your Loxo connection

See how calling, communication history and AI profile suggestions can work together in your Loxo recruitment process. Our team can tailor onboarding around the information your recruiters need to capture.

1. Arrange your agency's onboarding

Work with TalentLynk and your Loxo administrator to prepare the connection. Existing customers can follow the detailed connection guidance provided in their TalentLynk account.

2. Enable click-to-call

Install the TalentLynk Chrome extension during onboarding to bring calling into your team's Loxo browser workflow.

3. Choose activity and profile preferences

Agree which calls and messages to log, how activity should be categorised and which supported profile fields should receive AI suggestions. Your team can tailor the instructions used for those fields.

4. Review a real workflow together

Walk through a call summary, a related job note and a profile suggestion with our team. Recruiters can see how to review and adjust the information before applying their chosen updates.

See your Loxo workflow in a demo

Book a personalised demonstration to discuss your agency's recruitment process and see the integration in action.

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Explore Loxo integration with TalentLynk

Considering how TalentLynk could work alongside Loxo? Our team can show how recruitment calling, messaging and AI notes fit your agency's day-to-day conversations.

Discuss your recruitment workflow

Talk to us about Loxo activity types, job-linked notes, click-to-call and reviewing AI profile suggestions. A personalised walkthrough can help you plan how the integration will support your recruiters.

Guidance for existing customers

Sign in to your TalentLynk account for detailed Loxo connection guidance, or contact the team through your usual support channel for help with your agency's setup.

See TalentLynk working with Loxo

Contact our team to discuss your requirements, or book a demonstration of the integration.

Book Demo

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