1.Captures new lead submission
Detects each new lead submission in Perspective and passes the submitted payload into the automation.
Create candidate record from funnel lead for recruiters
Automatically capture new lead submissions across Perspective and funnel intake into recruiting workflows. Create and update candidate records and advance them to the configured job stage when leads submit, email matches, or stage assignment triggersβso you can protect reviewer time, standardize candidate fields, and update stages without manual paperwork.
How this automation advances candidate records to the right stage
When new lead submission arrives, candidate details can sit idle until someone manually enters them and assigns the right stage. This automation formats submissions and creates candidate records and advances them to the configured job stageβso your team can act immediately.
Perspectiveor swap with your favorite app
2.Formats candidate fields
Formats phone and normalizes name and text fields so candidate data is consistent before record creation.
Formatter by Zapieror swap with your favorite app
3.Creates candidate record
Creates a candidate record by mapping source fields and submission notes, plus tags from UTM and source data.
Recruiteeor swap with your favorite app
4.Assigns candidate to stage
Advances the newly created candidate to the configured job and stage using the created candidate ID.
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Accelerate applicant review with automated intake routing, candidate tracking, and stage updates
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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