• Home

  • Automation with Zapier

  • Automation inspiration

Automation inspiration

3 min read

6 ways to automate Recruit CRM with Zapier

By Hannah Herman · September 9, 2024
A hero image of the Recruit CRM app logo connected to other app logos on a light blue background.

Recruiting is a lot like sales: You have to find the right talent (prospecting), make sure they're the right fit (qualifying), and make them an offer (closing the deal). So, it's no surprise that hiring teams use customer relationship management (CRM) tools like Recruit CRM to manage their hiring pipeline.

But even the greatest tool doesn't exist in a vacuum. Recruiters still rely on forms, Slack, and even spreadsheets to help them do their jobs. But making sure each app you use has the most up-to-date candidate information can be daunting to keep up with.

That's where automation comes in. With Zapier, you can connect Recruit CRM to the other apps you use every day and create fully automated workflows—we call them Zaps—that do work across all those apps. Here's how.

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free.

Table of contents

  • Add candidates to Recruit CRM from forms

  • Send emails based on Recruit CRM activity

  • Get notifications for Recruit CRM updates

  • Automatically share Recruit CRM jobs online

  • Connect Recruit CRM with a spreadsheet

  • Get AI-generated summaries of candidates

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Seamlessly add candidates to Recruit CRM from forms

There are many ways to find qualified candidates, but a significant amount of your talent pool probably got there by filling out an online application form. That means you'll always face the challenge of moving those applicants into Recruit CRM.

Rather than try to keep up with every new applicant manually, you can use automation to streamline the process. For example, you can create a Zap that automatically adds candidates to Recruit CRM based on new form submissions. 

Add Recruit CRM candidates for new entries in Typeform

Add Recruit CRM candidates for new entries in Typeform
  • Typeform logo
  • Recruit CRM logo
Typeform + Recruit CRM

Create Recruit CRM candidates from new Google Forms responses

Create Recruit CRM candidates from new Google Forms responses
  • Google Forms logo
  • Recruit CRM logo
Google Forms + Recruit CRM

Add new Webflow form submissions as candidates in Recruit CRM

Add new Webflow form submissions as candidates in Recruit CRM
  • Webflow logo
  • Recruit CRM logo
Webflow + Recruit CRM

Send emails based on Recruit CRM activity

Creating a great candidate experience is a core part of every recruiter's job. You want applicants to feel valued—and communicating frequently is key, even if you're just letting them know you received their application.

Thankfully, automation can make it easier to stay in touch with candidates. You can use a Zap to send emails based on Recruit CRM activity, such as new contacts.

Send email notifications via Microsoft Outlook for new Recruit CRM job page applications

Send email notifications via Microsoft Outlook for new Recruit CRM job page applications
  • Recruit CRM logo
  • Microsoft Outlook logo
Recruit CRM + Microsoft Outlook

Send welcome emails from Gmail to new Recruit CRM contacts

Send welcome emails from Gmail to new Recruit CRM contacts
  • Recruit CRM logo
  • Gmail logo
Recruit CRM + Gmail

If you use a dedicated email marketing tool to segment candidates into email lists, you can also create a Zap that adds new applicants to the right list—no manual work needed.

Add or update Mailchimp subscribers for new contacts added in Recruit CRM

Add or update Mailchimp subscribers for new contacts added in Recruit CRM
  • Recruit CRM logo
  • Mailchimp logo
Recruit CRM + Mailchimp

Get notifications for Recruit CRM updates

When there are updates to your candidates or open roles, you need to act quickly to keep the hiring process moving. But if you're working with a large number of applicants or positions, it can be difficult to stay on top of new candidates.

Instead of trying to manually stay up to date about new recruiting developments, you can automate the process. Just create a Zap that sends you (or your team) a notification when jobs or candidates change in Recruit CRM. You can choose to get these notifications wherever you spend the most time—such as a chat app like Slack or Microsoft Teams.

Send Slack channel messages for new changes to hiring stages of Recruit CRM candidates

Send Slack channel messages for new changes to hiring stages of Recruit CRM candidates
  • Recruit CRM logo
  • Slack logo
Recruit CRM + Slack

Get Slack notifications for every new candidate added in Recruit CRM

Get Slack notifications for every new candidate added in Recruit CRM
  • Recruit CRM logo
  • Slack logo
Recruit CRM + Slack

Post Slack channel messages for new jobs added in Recruit CRM

Post Slack channel messages for new jobs added in Recruit CRM
  • Recruit CRM logo
  • Slack logo
Recruit CRM + Slack

Send Microsoft Teams channel messages when new candidates apply through job pages in Recruit CRM

Send Microsoft Teams channel messages when new candidates apply through job pages in Recruit CRM
  • Recruit CRM logo
  • Microsoft Teams logo
Recruit CRM + Microsoft Teams

Automatically share Recruit CRM jobs online

A huge part of successful recruiting is advertising the roles you're hiring for. Realistically, you might not have the time to manually share every new job you open if you're rapidly scaling your team.

That's where automation can be a huge help. With Zapier, you can automatically share new roles on social media or add them to the careers page on your website—so your audience can always see exactly what you're hiring for. 

Share newly added jobs in Recruit CRM to LinkedIn company page

Share newly added jobs in Recruit CRM to LinkedIn company page
  • Recruit CRM logo
  • LinkedIn logo
Recruit CRM + LinkedIn

Create new WordPress posts when jobs are added in Recruit CRM

Create new WordPress posts when jobs are added in Recruit CRM
  • Recruit CRM logo
  • WordPress logo
Recruit CRM + WordPress

Connect Recruit CRM with a spreadsheet

Even though recruiters have a wealth of hiring-specific tools at their disposal, nothing beats the trusty spreadsheet when it comes to organizing, analyzing, and backing up data. But keeping your spreadsheets up to date while hiring at scale can feel impossible without hiring a full data entry team.

Thankfully, you can automatically keep your spreadsheet current with Zapier. For example, you can create a Zap that adds new rows to a spreadsheet based on activity in Recruit CRM.

Create spreadsheet rows in Google Sheets for new jobs added in Recruit CRM

Create spreadsheet rows in Google Sheets for new jobs added in Recruit CRM
  • Recruit CRM logo
  • Google Sheets logo
Recruit CRM + Google Sheets

Add new Recruit CRM candidates to Google Sheets as rows

Add new Recruit CRM candidates to Google Sheets as rows
  • Recruit CRM logo
  • Google Sheets logo
Recruit CRM + Google Sheets

You can also create a Zap that does the opposite, updating Recruit CRM every time there's a new row in a spreadsheet. 

Add Recruit CRM candidates from new rows in a Google Sheet

Add Recruit CRM candidates from new rows in a Google Sheet
  • Google Sheets logo
  • Recruit CRM logo
Google Sheets + Recruit CRM

Add Recruit CRM jobs from rows in a Google Sheet

Add Recruit CRM jobs from rows in a Google Sheet
  • Google Sheets logo
  • Recruit CRM logo
Google Sheets + Recruit CRM

Get AI-generated summaries of candidates

Triaging a high volume of applicants can be one of the most challenging aspects of recruiting. You can't interview everyone, so you need to narrow down your list of viable candidates. But at scale, that's a lot of reading and digesting to do—on top of actually interacting with applicants.

Coupled with the power of AI, automation can be an enormous help in this area. Try one of these Zaps that use ChatGPT to analyze new candidates in recruit CRM—and then add that analysis to the candidate's profile.

Make recruiting more human with Recruit CRM and Zapier

Finding the right talent involves a lot of small tasks that come together to create a great candidate experience. Those tasks don't have to take over your time, however. By connecting Recruit CRM to your other business-critical apps with Zapier, you can automate all that repetitive work—so you're free to focus on the people you're hiring. 

Blog callout:

  • How recruiters can start automating their work

  • How to automate employee onboarding and offboarding

  • How to create an onboarding system with Zapier

Get productivity tips delivered straight to your inbox

We’ll email you 1-3 times per week—and never share your information.

tags
mentioned apps

Related articles

Improve your productivity automatically. Use Zapier to get your apps working together.

Sign up
See how Zapier works
A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'