1.Captures new form response
Integrate Google Forms and form intake tools to capture the submitted intake fields and map them to candidate data.
Send signing request and update candidate CRM record
Automatically monitor Google Forms new form responses across Close, Docusign, and Slack. Create and update candidate records and send signing requests when submissions arrive and recruiting ops stays in the loop so you can reduce manual follow-up.
How this automation sends signing requests fast
When a candidate submits the intake form, delays can leave recruiting ops without the right signing paperwork. This automation monitors new form responses, finds or creates and updates Close contacts, sends a Docusign envelope from a template, and posts Slack confirmationsβso your team can move faster with accurate CRM details.
Google Formsor swap with your favorite app
2.Find or create contact
Integrate Close and CRM contact records to search by email and create a new contact mapping when no match exists.
Closeor swap with your favorite app
3.Updates contact details
Integrate Close and CRM contact records to update the contact with new submission details and ensure the primary email is current.
4.Sends envelope from template
Integrate Docusign and agreement templates to send a preconfigured offer letter to the candidate by email using mapped recipient fields.
Docusignor swap with your favorite app
5.Posts message to hiring ops
Integrate Slack and team notifications to post a confirmation message with candidate context and the envelope reference.
Slackor swap with your favorite app
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Explore all offer letter management automations
Accelerate offer delivery with automated letter generation, approval routing, and signature tracking
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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