1.Detect new qualification form submission
Integrate HubSpot and form processing tools to pass core submission fields into the flow for updating candidates.
Update candidate profile and notes from qualification form
Automatically detect qualification form submissions across HubSpot and HR systems. Create and update candidate profiles when email matches, append structured notes, and notify hiring ownersβso you can avoid manual follow-up.
How this automation updates candidate records
When qualification submissions arrive without structured processing, candidate data becomes inconsistent and hiring decisions slow down. This automation cleans form fields, updates records in Recruit CRM, and notifies hiring owners via Microsoft Outlook.
HubSpotor swap with your favorite app
2.Clean and transform submission fields
Integrate Formatter by Zapier and data transformation tools to format DOB, trim titles, and normalize qualifier names.
Formatter by Zapieror swap with your favorite app
3.Find candidate by email
Integrate Recruit CRM and ATS search tools to match the candidate by email and return the candidate identifier.
Recruit CRMor swap with your favorite app
4.Update candidate profile and note
Integrate Recruit CRM and CRM record updates to map fields, assign an owner, and append a structured note.
5.Send hiring notification email
Integrate Microsoft Outlook and email templating tools to notify hiring owners and include the ATS link and resume when present.
Microsoft Outlookor swap with your favorite app
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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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