1.New lead via funnel arrives
Integrate Perspective, funnel forms, and applicant workflows to detect new funnel submissions and route them into onboarding.
Add new candidate contact and send welcome message
Automatically process new leads via funnel across Perspective, ChatGPT (OpenAI), and Recruitee. Create and update when funnel leads submit, emails match by record, or candidates are missingβso you can subscribe contacts, create ATS records, and send welcome WhatsApp messages without manual outreach.
How this automation accelerates candidate outreach
When new leads via funnel arrive, delays can slow screening and initial outreach. This automation extracts parsed names and normalizes contacts, then subscribes prospects and creates ATS recordsβso your team can move fast with welcome messages.
Perspectiveor swap with your favorite app
2.Extracts structured name components
Integrate ChatGPT (OpenAI) and data parsing tools to extract first name, last name, and salutation from the raw name input.
ChatGPT (OpenAI)or swap with your favorite app
3.Normalizes contact details
Integrate Formatter by Zapier and validation tools to format phone numbers and clean email addresses before outreach.
Formatter by Zapieror swap with your favorite app
4.Subscribes to opt in list
Integrate KlickTipp and list management to subscribe the candidate and apply the funnel source tag.
KlickTippor swap with your favorite app
5.Creates candidate record in ATS
Integrate Recruitee and ATS workflows to create the candidate record with contact fields and submission notes.
Recruiteeor swap with your favorite app
6.Sends WhatsApp welcome message
Integrate Superchat and messaging templates to send a welcome WhatsApp message and update the ATS with the messaging link.
Superchator swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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