Automatically Shortlist Candidates from Google Sheets & Send Interview Dates on WhatsApp Using Pabbly Connect

Learn how to automatically shortlist candidates from Google Sheets and send interview dates on WhatsApp using Pabbly Connect in this detailed tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Candidate Shortlisting

In this tutorial, we will explore how to use Pabbly Connect to automatically shortlist candidates from Google Sheets and send them interview dates via WhatsApp. This process is essential for HR professionals looking to streamline their recruiting efforts.

By utilizing Pabbly Connect, you can save time and enhance productivity by automating the shortlisting and notification process. This eliminates the need for manual sorting and messaging, allowing you to focus on more critical tasks.

2. Setting Up Google Sheets with Pabbly Connect

First, you need to create a Google Sheet that contains the details of the candidates applying for your job positions. This sheet will include their qualifications, work experience, and contact information. To connect this sheet with Pabbly Connect, follow these steps:

• Open your Google Sheets and create a new spreadsheet with candidate details.
• Go to Pabbly Connect and sign in to your account.
• Create a new workflow and select Google Sheets as your trigger application.

After setting up the Google Sheet, you will need to connect it to Pabbly Connect using a webhook URL. This URL allows Pabbly Connect to listen for new entries in your Google Sheet, triggering the automation process.

3. Connecting Google Sheets to Pabbly Connect

In this step, we will connect Google Sheets to Pabbly Connect using the webhook URL. First, navigate to your Google Sheet, then follow these instructions:

Click on the ‘Extensions’ menu, select ‘Add-ons’, and then ‘Get add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheet to enable the add-on.

• Under ‘Extensions’, find ‘Pabbly Connect Webhooks’ and select ‘Initial Setup’.
• Paste the webhook URL from Pabbly Connect into the designated field.
• Specify the last data entry column in your Google Sheet.

Once the setup is complete, test the connection by sending a test entry from Google Sheets to Pabbly Connect. This ensures that the data flow is working correctly.

4. Filtering Candidates with Pabbly Connect

Now that Google Sheets is connected to Pabbly Connect, the next step is to filter the candidates based on specific criteria. This is crucial for shortlisting candidates automatically. To set up the filter:

In your Pabbly Connect workflow, add a filter step after capturing the data from Google Sheets. Specify the criteria, such as qualifications and experience. For example, you can set conditions like:

Qualification must equal ‘M.Tech’. Experience must be greater than 3 years.

If a candidate meets these criteria, Pabbly Connect will proceed to the next step of sending them an interview date via WhatsApp.

5. Sending Interview Dates via WhatsApp Using Pabbly Connect

Finally, once the candidates are shortlisted, it’s time to send them the interview details through WhatsApp. To do this, you need to integrate WhatsApp using the 360 Dialogue application within Pabbly Connect. Here’s how:

Add a new action step in your Pabbly Connect workflow and select ‘WhatsApp by 360 Dialogue’. You will need to set up a connection by providing your API key and domain name from your 360 Dialogue account. After connecting:

Select the message template you want to use for sending interview details. Map the recipient’s phone number and other dynamic fields such as candidate name and interview date.

Once everything is set up, test the workflow to ensure that the messages are sent correctly to the shortlisted candidates via WhatsApp.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically shortlist candidates from Google Sheets and send them interview dates on WhatsApp. By following these steps, you can streamline your recruitment process and improve efficiency.

Utilizing Pabbly Connect not only saves time but also enhances communication with candidates, ultimately leading to a more effective hiring process.