1.Extract form submission fields
Integrate Triggerbee and web form capture tools to parse a new visitor session and extract core submission fields to centralize candidate intake.
Create candidate record and screening task from inquiry
Automatically capture new visitor session form submissions across Triggerbee and Pipedrive. Create and update candidate records and screening tasks when form submissions arrive or company names match or emails are capturedβso you can reduce manual follow-up without losing candidates.
How this automation creates candidate follow-up fast
When new visitor session form submissions come in, candidates can stall before recruiters act. This automation enriches organization and person records and creates screening follow-up tasks and lead activitiesβso your team can respond quickly.
Triggerbeeor swap with your favorite app
2.Search organizations by company name
Integrate Pipedrive and CRM matching tools to find the organization by company name to attach the inquiry to the right org.
Pipedriveor swap with your favorite app
3.Find person by email
Integrate Pipedrive and contact dedupe tools to search for a person by email to map the inquiry to an existing contact.
4.Create or update person record
Integrate Pipedrive and CRM enrichment tools to create or update the person and set marketing status and hiring labels to keep records current.
5.Create lead and screening activity
Integrate Pipedrive and task assignment tools to create a lead note and an assigned screening activity to trigger immediate recruiter follow-up.
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Accelerate applicant review with automated intake routing, candidate tracking, and stage updates
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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