1.Captures new entry payload
Integrate Typeform and form intake tools to detect new candidate submissions and to start candidate processing.
Add candidate submissions to CRM and hiring roster
Automatically capture new candidate submissions across Typeform and sync roster updates to your lead stack. Create and update candidate leads and append rows when new entries arrive or qualify, so you can track submissions, review candidates, and update pipeline without manual roster work.
How this automation logs candidate leads and roster rows
When new form submissions arrive, unlogged candidates fall through and reporting gets out of sync. This automation captures each Typeform entry, qualifies it, then creates or updates a LeadConnector lead and appends a row in Google Sheets.
Typeformor swap with your favorite app
2.Formats roster display date
Integrate Formatter by Zapier and data formatting tools to convert the submission timestamp to a formatted roster date.
Formatter by Zapieror swap with your favorite app
3.Qualifies submissions
Integrate Filter by Zapier and decision rules tools to continue only for qualifying candidates based on submission fields.
Filter by Zapieror swap with your favorite app
4.Adds or updates candidate lead
Integrate LeadConnector and CRM workflow tools to map fields and qualification results into an opportunity pipeline and stage.
LeadConnectoror swap with your favorite app
5.Creates roster spreadsheet row
Integrate Google Sheets and reporting tools to append name, contact, metadata, and the formatted date into your roster worksheet.
Google Sheetsor swap with your favorite app
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Step 1
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Bring your apps together so information can move automatically between the tools your team already uses.
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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