1.Detect new contact created
Integrate Crelate and ATS intake tools to capture the new contact created event and pass applicant details into the workflow.
Add new recruiting contacts to CRM and pipeline
Automatically capture new contact created events across Crelate and LeadConnector. Create and update records when new candidate submitted, contact created, or applicant addedβso you can update CRM leads, create opportunities, and assign follow-up without manual data entry.
How this automation creates pipeline opportunities in your CRM
When new contacts land in your ATS without fast follow-through, hiring owners lose time and candidates slip through. This automation captures applicant events and adds or updates CRM contact and opportunity recordsβso your team can route leads and act immediately.
Crelateor swap with your favorite app
2.Captures applicant event details
Integrate Crelate and submission field mapping tools to capture the new applicant event and pass the source record ID and core fields.
3.Filters qualifying records
Integrate Filter by Zapier and routing rules to continue only for qualifying applicants so only relevant records proceed.
Filter by Zapieror swap with your favorite app
4.Delays for downstream readiness
Integrate Delay by Zapier and data availability timing to pause before lookups so downstream records are ready.
Delay by Zapieror swap with your favorite app
5.Adds or updates CRM contact
Integrate LeadConnector and contact mapping tools to add or update the contact and set it as a lead for routing.
LeadConnectoror swap with your favorite app
6.Adds or updates CRM opportunity
Integrate LeadConnector and CRM pipeline tools to create or update the opportunity, assign owner, and set pipeline and stage.
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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