6 ways to automate Recruit CRM

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.

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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. 

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.

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.

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.

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. 

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.

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

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.