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6 ways to automate Recruit CRM with Zapier

By Hannah Herman · September 9, 2024
A hero image of the Recruit CRM app logo connected to other app logos on a light blue background.

Recruiting is a lot like sales: You have to find the right talent (prospecting), make sure they're the right fit (qualifying), and make them an offer (closing the deal). So, it's no surprise that hiring teams use customer relationship management (CRM) tools like Recruit CRM to manage their hiring pipeline.

But even the greatest tool doesn't exist in a vacuum. Recruiters still rely on forms, Slack, and even spreadsheets to help them do their jobs. But making sure each app you use has the most up-to-date candidate information can be daunting to keep up with.

That's where automation comes in. With Zapier, you can connect Recruit CRM to the other apps you use every day and create fully automated workflows—we call them Zaps—that do work across all those apps. Here's how.

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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Seamlessly add candidates to Recruit CRM from forms

There are many ways to find qualified candidates, but a significant amount of your talent pool probably got there by filling out an online application form. That means you'll always face the challenge of moving those applicants into Recruit CRM.

Rather than try to keep up with every new applicant manually, you can use automation to streamline the process. For example, you can create a Zap that automatically adds candidates to Recruit CRM based on new form submissions. 

Add Recruit CRM candidates for new entries in Typeform

  • Typeform logo
  • Recruit CRM logo
Typeform + Recruit CRM
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    Gathering candidate info is critical to hiring the best talent. With this integration, you will automatically add candidates to Recruit CRM when there is a new entry in Typeform. You won't have to manually add candidate info again.

    Create Recruit CRM candidates from new Google Forms responses

    • Google Forms logo
    • Recruit CRM logo
    Google Forms + Recruit CRM
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      Looking for a simple way to convert incoming form data? This integration is it! Once active, each new incoming Google Forms submission will be used to create a corresponding candidate in Recruit CRM.

      Add new Webflow form submissions as candidates in Recruit CRM

      • Webflow logo
      • Recruit CRM logo
      Webflow + Recruit CRM
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        Easily streamline your hiring process with this workflow that connects Webflow form submissions to Recruit CRM. Once a candidate submits a form on your Webflow site, their information will be instantly added to Recruit CRM as a new candidate, allowing your HR team to efficiently manage and track applicants. Say goodbye to manual data entry and speed up your recruitment process with this seamless automation.

        Send emails based on Recruit CRM activity

        Creating a great candidate experience is a core part of every recruiter's job. You want applicants to feel valued—and communicating frequently is key, even if you're just letting them know you received their application.

        Thankfully, automation can make it easier to stay in touch with candidates. You can use a Zap to send emails based on Recruit CRM activity, such as new contacts.

        Send email notifications via Microsoft Outlook for new Recruit CRM job page applications

        • Recruit CRM logo
        • Microsoft Outlook logo
        Recruit CRM + Microsoft Outlook
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          Streamline your recruitment process by automating email communication with candidates as soon as they apply for a job through your Recruit CRM job page. With this workflow, whenever a candidate applies for a job, an email will be sent to them through Microsoft Outlook, saving you time and ensuring timely communication. Stay organized and improve candidate experience with this seamless email automation.

          Send welcome emails from Gmail to new Recruit CRM contacts

          • Recruit CRM logo
          • Gmail logo
          Recruit CRM + Gmail
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            Isn't it awesome to automate emails so you don't have to send them manually? Once active, this automation will send an email from Gmail when a new contact is added to Recruit CRM.

            If you use a dedicated email marketing tool to segment candidates into email lists, you can also create a Zap that adds new applicants to the right list—no manual work needed.

            Add or update Mailchimp subscribers for new contacts added in Recruit CRM

            • Recruit CRM logo
            • Mailchimp logo
            Recruit CRM + Mailchimp
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              Once you turn on this integration, every new contact added in Recruit CRM will automatically be added or updated to your Mailchimp list. Keep your outreach up to date and on target, with no added clicks or keystrokes.

              Get notifications for Recruit CRM updates

              When there are updates to your candidates or open roles, you need to act quickly to keep the hiring process moving. But if you're working with a large number of applicants or positions, it can be difficult to stay on top of new candidates.

              Instead of trying to manually stay up to date about new recruiting developments, you can automate the process. Just create a Zap that sends you (or your team) a notification when jobs or candidates change in Recruit CRM. You can choose to get these notifications wherever you spend the most time—such as a chat app like Slack or Microsoft Teams.

              Send Slack channel messages for new changes to hiring stages of Recruit CRM candidates

              • Recruit CRM logo
              • Slack logo
              Recruit CRM + Slack
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                It's never been easier to notify your team about hiring stage changes! This Zap will be triggered when the hiring stage of a candidate is changed in Recruit CRM, sending a custom Slack channel message automatically.

                Get Slack notifications for every new candidate added in Recruit CRM

                • Recruit CRM logo
                • Slack logo
                Recruit CRM + Slack
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                  The best way to keep your team updated is through notifications. Once active, this integration will automatically post messages to your specific Slack channel whenever a new candidate is added to Recruit CRM. You won't miss another recruit.

                  Post Slack channel messages for new jobs added in Recruit CRM

                  • Recruit CRM logo
                  • Slack logo
                  Recruit CRM + Slack
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                    It's essential to keep your team informed when a new job is added to your system. This integration does that for you, without any added clicks or keystrokes. Once active, this Zap automatically sends a custom channel message to Slack whenever a new job is added in Recruit CRM.

                    Send Microsoft Teams channel messages when new candidates apply through job pages in Recruit CRM

                    • Recruit CRM logo
                    • Microsoft Teams logo
                    Recruit CRM + Microsoft Teams
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                      Keep your team updated about new job applications, so they can find and hire the best candidates ASAP. With this integration, when a new candidate applies through the job page in Recruit CRM, a Microsoft Teams channel message will be sent about it.

                      Automatically share Recruit CRM jobs online

                      A huge part of successful recruiting is advertising the roles you're hiring for. Realistically, you might not have the time to manually share every new job you open if you're rapidly scaling your team.

                      That's where automation can be a huge help. With Zapier, you can automatically share new roles on social media or add them to the careers page on your website—so your audience can always see exactly what you're hiring for. 

                      Share newly added jobs in Recruit CRM to LinkedIn company page

                      • Recruit CRM logo
                      • LinkedIn logo
                      Recruit CRM + LinkedIn
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                        Once activated, this integration will auto-post newly added jobs in Recruit CRM to your LinkedIn company page. This will help you fill your candidate pool faster and effortlessly. Each job post will have a unique job application link from Recruit CRM. Once candidates apply, their profile will get created in Recruit CRM automatically. Say goodbye to manual job post sharing!

                        Create new WordPress posts when jobs are added in Recruit CRM

                        • Recruit CRM logo
                        • WordPress logo
                        Recruit CRM + WordPress
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                          Effortlessly share newly added jobs from Recruit CRM to your WordPress site with this seamless workflow. As soon as a new job is added in Recruit CRM, this automation instantly creates a post on your WordPress site, helping you keep your audience updated and attract potential candidates faster. Save valuable time and ensure that your site stays up-to-date with relevant job opportunities.

                          Connect Recruit CRM with a spreadsheet

                          Even though recruiters have a wealth of hiring-specific tools at their disposal, nothing beats the trusty spreadsheet when it comes to organizing, analyzing, and backing up data. But keeping your spreadsheets up to date while hiring at scale can feel impossible without hiring a full data entry team.

                          Thankfully, you can automatically keep your spreadsheet current with Zapier. For example, you can create a Zap that adds new rows to a spreadsheet based on activity in Recruit CRM.

                          Create spreadsheet rows in Google Sheets for new jobs added in Recruit CRM

                          • Recruit CRM logo
                          • Google Sheets logo
                          Recruit CRM + Google Sheets
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                            Stay organized and streamline your recruitment process with this workflow. Whenever a new job is added in Recruit CRM, a corresponding row will be created in Google Sheets. This eliminates manual data entry, ensuring that your spreadsheets stay up-to-date with your latest job openings. Make your recruitment process more efficient and never miss tracking a job posting again.

                            Add new Recruit CRM candidates to Google Sheets as rows

                            • Recruit CRM logo
                            • Google Sheets logo
                            Recruit CRM + Google Sheets
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                              Stay organized and efficient in your recruitment process with this seamless workflow between Recruit CRM and Google Sheets. Whenever a new candidate is added in Recruit CRM, their details will be instantly added to a row in your Google Sheets, keeping your data updated and accessible in real time. No more tedious manual data entry, this seamless integration streamlines your hiring processes, providing you with more time to engage with prospective candidates.

                              You can also create a Zap that does the opposite, updating Recruit CRM every time there's a new row in a spreadsheet. 

                              Add Recruit CRM candidates from new rows in a Google Sheet

                              • Google Sheets logo
                              • Recruit CRM logo
                              Google Sheets + Recruit CRM
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                                Gone are the days of manually adding candidates. This integration helps by automatically adding a new candidate in Recruit CRM when there is a new row added in a Google Sheet row. Save time for more important work.

                                Add Recruit CRM jobs from rows in a Google Sheet

                                • Google Sheets logo
                                • Recruit CRM logo
                                Google Sheets + Recruit CRM
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                                  The more copying and pasting you have to do, the more time you lose. If you’re still using Google Sheets to collect information about jobs, then we have something for you. This integration helps every time you add a new row in your Google Sheet, it will automatically create a new job for you in Recruit CRM. Old habits die hard, but with this integration, they’ll die faster.

                                  Get AI-generated summaries of candidates

                                  Triaging a high volume of applicants can be one of the most challenging aspects of recruiting. You can't interview everyone, so you need to narrow down your list of viable candidates. But at scale, that's a lot of reading and digesting to do—on top of actually interacting with applicants.

                                  Coupled with the power of AI, automation can be an enormous help in this area. Try one of these Zaps that use ChatGPT to analyze new candidates in recruit CRM—and then add that analysis to the candidate's profile.

                                  Make recruiting more human with Recruit CRM and Zapier

                                  Finding the right talent involves a lot of small tasks that come together to create a great candidate experience. Those tasks don't have to take over your time, however. By connecting Recruit CRM to your other business-critical apps with Zapier, you can automate all that repetitive work—so you're free to focus on the people you're hiring. 

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                                  A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'