1.Detect new CRM applicant contact
Integrate FunnelCockpit and CRM contact workflows to route incoming applicant details into candidate card creation.
Create candidate card and alert recruiters for hires
Automatically watch for new CRM contacts in FunnelCockpit across Trello, Slack, and Microsoft Outlook. Create candidate cards, alert hiring teams, and email recruiter summaries when new applicant contacts arriveβso you can triage faster without manual triage.
How this automation speeds up candidate triage
When new CRM contacts appear, new applicants can stall in inboxes and pipelines. This automation builds tracked candidate cards, alerts the hiring channel, and emails recruitersβso your team can triage applications immediately.
FunnelCockpitor swap with your favorite app
2.Creates a candidate card
Integrate Trello and recruiting board workflows to create a card and store applicant name, contact info, and fields.
Trelloor swap with your favorite app
3.Updates the card with details
Integrate Trello and document attachment workflows to add members, labels, and upload attachments to the card.
4.Sends a hiring channel message
Integrate Slack and team notifications to post a short summary and the card link for quick coordination.
Slackor swap with your favorite app
5.Emails the assigned recruiter
Integrate Microsoft Outlook and recruiting communications to send the assigned recruiter a summary email with a card link.
Microsoft Outlookor swap with your favorite app
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Set up in minutes
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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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