Your first week with HireData

You’ve created your account. This checklist takes you from empty workspace to production-ready, in the order that avoids rework. Each step links to a detailed guide.

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1. Connect your ATS

Link HireData to your ATS so events start flowing in.

• Connect with Carerix · Vincere · OTYS · Recruitee · Salesforce

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2. Verify your email domain

Required before HireData can send any email on your behalf.

• How to verify a domain
• Add a default sender

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3. Connect WhatsApp (optional)

If you’ll message candidates on WhatsApp:

• Connect with WhatsApp
• Add a valid payment method

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4. Invite your team

• Invite users to your account
• Protect user roles from ATS sync

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5. Review your safety limits

Safety limits prevent automations from over-messaging your contacts. Review the defaults before going live.

• Automation safety limits

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6. Build and test your first automation

• Quickstart: your first automation
• How to test an automation