Want to update your candidate profiles automatically with Google Form responses?
With this automation, each time someone fills out your Google Form, a new Google Doc is created with their responses, and their profile in Recruit CRM gets updated.
🔗 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 Google Sheets account 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 Google Sheets app and connect it by selecting it and then Sign in with Google.
4. Allow the required permissions and click on Continue.
Once the app is successfully connected, you will be able to see a message as 'Connection Established'.
🔗 How to connect your Google Docs account 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 Google Docs app and connect it by selecting it and then Sign in with Google.
4. Allow the required permissions and click on Continue.
Once the app is successfully connected, you will be able to see a message as 'Connection Established'.
🔗 How to connect your Google Drive account 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 Google Drive app and connect it by selecting it and then Sign in with Google.
4. Allow the required permissions and click on Continue.
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 updating candidate profiles from new Google Forms responses
1. Trigger: New candidate Applied from External form in Recruit CRM
This is the starting point of the automation. It gets triggered whenever a new row gets added to the Google Sheet connected to the linked Google Form.
2. Actions:
Monitor step:
It helps in monitoring the following actions for errors. This makes the automation more reliable.
Search Candidates:
This will search the Recruit CRM database for a candidate by one of the form fields.
IF Condition:
Checks whether a candidate record is found with the same value as the selected form fields, and :
If yes, it continues to the next step, which is first creating a document using a template, then renaming and moving the file in Google Drive, and finally downloading its contents.
After this, a custom field in the candidate's profile is updated with this file.
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 :)