Form Builder
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Overview
Forms are vital touchpoints for capturing candidate and client data efficiently. ATZ CRM’s robust form builder lets you craft professional, high-impact forms that integrate seamlessly into your recruitment process.
🛠️ Intuitive Form Designer
Build advanced forms effortlessly using our drag-and-drop interface. From simple contact forms to multi-step applications with conditional logic and custom validations—all without coding.
📋 Recruitment-Focused Templates
Quick-start with ready-made templates tailored for recruitment: candidate applications, CV submissions, client inquiries, job orders, reference checks, interview feedback, and more, fully customizable to your needs.
🎨 Custom Branded Styling
Enhance your brand presence with fully customizable forms—adjust colors, fonts, layouts, and images to reflect your agency’s identity for a consistent candidate and client experience.
📂 Smart CV & Document Processing
Simplify candidate management with CV and document uploads that automatically parse and extract key information, populating candidate profiles and reducing manual entry.
🔄 Dynamic Logic & Personalisation
Create adaptive forms that respond to user inputs using conditional logic—show or hide questions, skip sections, and personalize based on previous answers for precise, relevant data capture.
⚙️ Automated Workflow Integration
Streamline follow-up by automatically processing submissions—creating or updating records, triggering notifications, initiating workflows, and ensuring timely, consistent handling without manual effort.
Key Benefits
Efficiently capture candidate and client data using tailored, recruitment-focused forms
Deliver a polished, branded experience at key engagement moments
Automate data entry by processing submissions instantly and accurately
Boost form completion rates with intuitive, mobile-responsive designs
Use adaptive conditional logic to ask only relevant questions per respondent
Standardize data collection for consistent accuracy across your team
Launch forms rapidly using recruitment-specific templates and workflows
Seamlessly integrate submissions into your existing recruitment pipeline
Monitor form source attribution and performance through detailed analytics
Minimize administrative workload with automated follow-up actions and notifications
How It Works
Visual Form Builder
Create advanced forms effortlessly with an intuitive drag-and-drop interface—no technical skills needed.
Recruitment Templates
Get started fast using pre-designed templates tailored for recruitment tasks like applications, CV uploads, and client inquiries.
Custom Branding
Craft forms that perfectly reflect your agency’s brand with customizable colors, fonts, layouts, and images.
Document Processing
Accept CVs and other documents with automatic parsing that extracts and organizes candidate data for efficient handling.
Conditional Logic
Build smart forms that dynamically display relevant questions and skip unnecessary sections based on prior responses.
Automated Workflows
Automate submission handling with customizable rules for creating records, updating profiles, sending notifications, and triggering follow-ups.
Use Cases
📝 Candidate Applications
Design detailed job application forms with CV uploads, screening questions, and experience capture that integrate seamlessly with your ATS.
📋 Client Inquiry Forms
Build professional forms to gather client requirements, job orders, and service inquiries, with automated routing and follow-up.
💼 Website CV Submissions
Implement easy-to-use CV submission forms that encourage passive candidates to register, even without a specific job opening.
🔍 Reference Collection
Create structured reference request forms that collect consistent, comprehensive feedback from candidates’ professional referees.
📊 Candidate Surveys & Feedback
Develop interview feedback, placement satisfaction, and candidate experience surveys to capture insights that enhance your recruitment service.
Integrations
WordPress
Typeform
Zapier
Google Analytics
Social Media Platforms
Frequently Asked Questions
Where can these forms be published and used?
ATZ CRM forms can be deployed almost anywhere—embedded on your website (including all CMS platforms), shared via direct URLs, included in email campaigns, posted on social media, or integrated into client and candidate portals. All forms are fully responsive, ensuring seamless functionality on desktops, tablets, and mobile devices. For advanced embedding, the Enterprise plan supports JavaScript or iFrame integration with custom domain options.
How advanced is the form logic?
ATZ CRM’s form builder offers highly advanced conditional logic. You can design dynamic branching based on responses, show or hide fields in real time, use dependent dropdowns (e.g., cities filtered by country), perform calculations, and adjust validation rules contextually. This enables intelligent forms tailored for candidates or clients, adapting questions based on job type, experience, or specific answers.
What happens when a form is submitted?
Submissions trigger configurable automated workflows. The system creates or updates records, parses uploaded documents, notifies relevant team members, tags contacts based on responses, and initiates follow-up actions. All data is securely stored and linked to records, with the ability to apply different workflows depending on form content and type.
Can forms integrate with existing candidate and client workflows?
Yes, forms seamlessly integrate with all ATZ CRM workflows and automations. Submissions can launch nurturing campaigns, schedule follow-ups, assign tasks, and feed into specialized processing pipelines. The system maintains full source tracking, showing exactly which form, channel, and campaign generated each submission for accurate performance measurement.
How does ATZ CRM handle CV uploads through forms?
ATZ CRM offers advanced document processing for CV uploads. When a candidate submits a CV, the system automatically extracts structured data such as contact info, work history, education, and skills, updating the candidate profile without manual entry. The original document is stored securely, and branded formatted versions can be generated using your templates.
Have more questions?
Our support team is ready to help you with any questions about this feature.
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