1.Triggers on new form response
Integrate Google Forms and form capture tools to trigger processing for each new form response.
Update CRM stage and send confirmation email to applicants
Automatically monitor new form responses across Google Forms and Gmail. Send confirmations, advance the matching Streak record to intake, and add applicant contactsβso you can keep every submission moving without manual outreach.
How this automation updates applicant stages
When new form responses come in, delays can leave applicants without confirmation and keep records in the wrong stage. This automation sends confirmation emails, advances matching Streak boxes, and adds applicant contactsβso your team can move applications forward faster.
Google Formsor swap with your favorite app
2.Sends receipt confirmation email
Integrate Gmail and email templates to send a confirmation message to the submitter.
Gmailor swap with your favorite app
3.Finds matching CRM box
Integrate Streak and CRM lookup tools to search for a matching box by submission identifier or submitter email.
Streakor swap with your favorite app
4.Filters for qualified boxes
Integrate Filter by Zapier and workflow rules to continue only when a box exists and stage matches the waiting stage.
Filter by Zapieror swap with your favorite app
5.Edits box to intake stage
Integrate Streak and CRM updates to update the box to the configured intake stage with mapped submitter fields.
6.Adds applicant as contact
Integrate Streak and contact records to add the submitter email as a box contact and create contact on no match.
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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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