1.Detect new funnel lead
Integrate Perspective and intake workflow tools to detect new funnel lead submissions so you can trigger downstream recruiting actions.
Create candidate records from mobile funnel leads
Automatically monitor new funnel leads across Perspective and recruiting tools. Create candidate records, validate contact details, and send an initial WhatsApp message β so you can respond quickly without manual candidate setup.
How this automation creates candidate records fast
When new funnel leads arrive, delays in clean candidate records can slow reviews and reduce response quality. This automation extracts identity and email, normalizes phone, tags contacts, creates candidate profiles, and sends the initial messageβso your team can act at the peak of intent.
Perspectiveor swap with your favorite app
2.Extract and validate identity
Integrate ChatGPT (OpenAI) and AI parsing tools to extract and normalize identity and email so your candidate record stays consistent.
ChatGPT (OpenAI)or swap with your favorite app
3.Normalize phone and split name
Integrate Formatter by Zapier and data formatting tools to normalize phone and split name so you can generate an E.164 phone string.
Formatter by Zapieror swap with your favorite app
4.Add contact and apply tag
Integrate KlickTipp and list management tools to add the subscriber, store fields, and apply the funnel tag for tracking.
KlickTippor swap with your favorite app
5.Create candidate record
Integrate Recruitee and candidate profile tools to create the candidate profile and assign the job source and job id.
Recruiteeor swap with your favorite app
6.Send initial WhatsApp message
Integrate Superchat and messaging templates to create or update the contact and send the configured WhatsApp template automatically.
Superchator 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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