Business coach: capture candidate contacts and cert links

Business coaches lose qualified applicants when contact details and certificates sit buried in form notifications, causing stalled onboarding. Recruiting and HR can begin verification and follow-up.

Overview

Small business coaches risk losing candidates when certificate links and contact details get buried, stalling onboarding and follow-up. This workflow captures every applicant contact and certificate link into your CRM and drive so recruiting can start verification and follow-up—teams report faster response times and fewer missed follow-ups.

Notable Features

Create candidate records in CRM
Save certificate files to drive
Notify recruiters of missing documents