1.Detect new form entry
Integrate Typeform and form submission tools to detect new entry and capture applicant details to trigger candidate intake.
Create candidate record and task from form entry
Automatically monitor new recruitment form entries from Typeform across Typeform, Formatter by Zapier, Pipedrive, and Zapier Tables. Create a candidate record and pipeline item, then generate a pending triage taskβso you can avoid manual data entry, task setup, and reporting cleanup.
How this automation creates candidate records at scale
When new recruitment form entries arrive, delays can leave applicants untracked and follow-up to chance. This automation formats email, finds or creates CRM people and deals, and creates tasks plus a recruitment table recordβso your team can respond faster.
Typeformor swap with your favorite app
2.Normalize email to lowercase
Integrate Formatter by Zapier and data normalization tools to normalize the email field to lowercase for matching.
Formatter by Zapieror swap with your favorite app
3.Find or create person
Integrate Pipedrive and contact matching to search by normalized email and create a person mapping when there is no match to unify profiles.
Pipedriveor swap with your favorite app
4.Find or create deal
Integrate Pipedrive and pipeline configuration to create or find a recruitment deal in the configured stage to keep applicants in the right flow.
5.Create follow up activity
Integrate Pipedrive and task workflow tools to create a pending follow-up task linked to the person and deal to drive triage.
6.Create recruitment table record
Integrate Zapier Tables and reporting tables to insert a recruitment row with submission links and references to log applications for reporting.
Zapier Tablesor swap with your favorite app
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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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