How to Shortlist Candidates & Send Notifications Using Pabbly Connect

Learn to automate candidate shortlisting and notifications using Pabbly Connect and Pabbly Connect. Streamline your recruitment process effortlessly. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Recruitment Automation

To start automating your recruitment process, access Pabbly Connect by signing up for an account. This platform allows you to create automated workflows without any coding skills.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, such as ‘Recruitment Automation,’ and click on the ‘Create’ button to begin setting up your automation.

2. Integrating Google Forms with Pabbly Connect

In this section, you will connect Google Forms to Pabbly Connect as your trigger application. This integration is crucial for receiving job applications from candidates.

• Select Google Forms as the trigger application.
• Choose the trigger event as ‘New Response in Spreadsheet.’
• Copy the webhook URL provided by Pabbly Connect.

After setting this up, you will need to configure your Google Form to send responses to the connected spreadsheet. Ensure that the form collects essential information such as full name, email address, educational qualification, and location.

3. Using Pabbly Form Builder for Candidate Applications

Next, leverage Pabbly Form Builder to create a custom form for candidates to submit their applications. This form will be integrated with Pabbly Connect to automate the collection of responses.

Make sure to include fields for the candidate’s name, email, qualifications, and any other relevant information. Once the form is created, link it to the Google Sheets where responses will be collected.

• Create a new form in Pabbly Form Builder.
• Add necessary fields for candidate information.
• Connect this form to your Google Sheets for data collection.

With these steps completed, your form is ready to collect candidate applications, which will trigger workflows in Pabbly Connect.

4. Configuring Email Notifications via Gmail

Now, set up Gmail as the action application in Pabbly Connect to send automated emails to candidates based on their qualifications. This ensures that candidates receive notifications promptly.

To do this, create a new action step and select Gmail. Choose the action event as ‘Send Email.’ You will need to connect your Gmail account and specify the recipient’s email, subject, and body of the email.

Map the recipient’s email from the Google Forms data. Enter a subject line relevant to the job application. Draft the email content tailored for each candidate.

By completing this setup, you ensure that each candidate receives an email notification based on their qualifications, enhancing the recruitment process through Pabbly Connect.

5. Finalizing and Testing the Workflow

Finally, review your entire workflow in Pabbly Connect to ensure everything is configured correctly. Test the setup by submitting a sample application through the Google Form.

Check if the data is captured in Pabbly Connect and confirm that the corresponding email notifications are sent out correctly. Make adjustments as necessary to refine your automation.

Submit a test application through your Google Form. Verify the captured data in Pabbly Connect. Ensure the appropriate email notifications are sent.

Once satisfied with the testing, your recruitment automation process is ready to run seamlessly in the background, allowing you to focus on other tasks while Pabbly Connect manages candidate communications.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate candidate shortlisting and notifications efficiently. By integrating Google Forms and Gmail, you can streamline your recruitment process and enhance communication with candidates.