1.Catches new funnel submission
Integrate Perspective and funnel data mapping to catch new lead submissions and route fields to candidate records.
Create candidate ticket and send applicant a confirmation
Automatically catch new funnel submissions across Perspective and CRM routing apps. Create candidate issues and send applicant confirmations when qualifying rules pass, applicant matches by email, or a new submission arrivesβso you can speed triage, prevent duplicates, and confirm applicants without manual triage.
How this automation speeds up candidate triage
When new funnel submissions arrive, applicants can go unconfirmed and recruiters can lose time sorting leads. This automation sends confirmations and creates candidate issues and updates stagesβso your team can triage faster.
Perspectiveor swap with your favorite app
2.Filters qualifying applicants
Integrate Filter by Zapier and automation rules to continue only for qualifying applicants and skip duplicates.
Filter by Zapieror swap with your favorite app
3.Sends templated confirmation
Integrate Mailjet and email templates to send a confirmation email by mapping candidate name and recipient address.
Mailjetor swap with your favorite app
4.Creates candidate issue
Integrate Jira Software Cloud and issue tracking tools to create a candidate issue and map submission fields.
Jira Software Cloudor swap with your favorite app
5.Updates issue stage
Integrate Jira Software Cloud and workflow transitions to update the new candidate issue when lower fit is detected.
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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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