Want to collect feedback from clients after a job is closed?
You can now set up an automation to send out survey forms right after a job status is marked as Closed in Recruit CRM.
🔗 How to connect your Recruit CRM app in Workflow Automation
1. Navigate to Admin Settings >>> Workflow Automation & Integrations.
2. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.
3. Use the search bar to search for the Recruit CRM app and connect it by selecting it and entering the API key.
Once the app is successfully connected, you will be able to see a message as 'Connection Established'.
🔗 How to connect your Email app in Workflow Automation
1. Navigate to Admin Settings >>> Workflow Automation & Integrations.
2. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.
3. Use the search bar to search for the email app, such as Gmail or Outlook, and connect it by selecting it and allowing the required permissions.
Once the app is successfully connected, you will be able to see a message as 'Connection Established'.
📋 Overview of each step in the Recipe for sending survey forms to clients
1. Trigger: New candidate Applied from External form in Recruit CRM
This is the starting point of the automation. It gets triggered whenever a job status is updated in Recruit CRM.
2. Actions:
Monitor step:
It helps in monitoring the following actions for errors. This makes the automation more reliable.
IF Condition:
Checks whether the new value of the job status job status is Closed and:
If yes, it continues to the next step, which is sending an email with the survey form, from the connected email account.
If no, then no further action is taken.
Error Handler:
If something fails within the Monitor block, then this step is triggered. The Retry Logic ensures that if the errors match those specified (429, 500–504), it retries the monitored actions up to 3 times. If the error continues after 3 retries, or if the error doesn’t match the handled types, the automation stops.
That's it! I hope this helps.
Feel free to reach out if you have any questions, or run into any errors! Happy recruiting :)