Using HubSpot CRM as an Applicant Tracking System (ATS)

DaveConnect
Member

Has anyone found a good solution for using HubSpot as an Applicant Tracking System (ATS)? We are a recruitment firm and rather than integrating our current ATS, we would like to see if there is a way to leverage the current CRM to track the candidates for our open jobs.

47 Replies 47
DOMahony
Participant

Hi SWilson, I'm still working with my HS Mentor as part of our inital 3 month onboarding. The approach that I'm about to build will see me create two extra Contact fields. See my message to markaiello above and in  ore detail below.

Within the candidates Contact field, I'll label them as say/i.e. Label 1) as a candidate, i.e. Label 2) I'll assigning them to a contact field that denotes the job their being recruited for and i.e. Label 3) tracking their status as they progress through the "sales pipeline" (Note, to traack candidates separately from your Sales Pipeline/Deal; you'll need a second pipeline/sales pipeline-which you'll have to pay extra for if not part of your existing package) aka the "Recruitment Process" (which is what I've labelled mine) (consisting of the discrete steps of: identified / contacted / interested / screened / longlisted / shortlisted / assessed & interviewed / offered / accepted). I'm going to track candidates at each stage via an Active Report which will pull candidates at a particular status into a report build for each recruitment stage. Note that this report will have to pull Label 2 and Label 3 in order to see the recruitment pipeline status for each recruitment job. Note that all candidates that you are processing will be tracked in your Sales Pipeline tool/Recruitment process pipeline. I'm only going to use a second Sales Pipeline tool for now from Hubspot. One can pay for more, up to 20 discrete pipelines, I believe. All candidates will progress through this single Pipeline tool/Recruitment Process pipeline. The only way to separate them is to a) build more sales pipelines from Hubspot OR have them all flow through the same pipeline and then separate them by discrete job and status by using an Active Report which will pull canddiates with the atributes of Label 2 and Label 3 - assuming that you want to report on candidates per job. An Active report will need to be build/created for each stage of your pipeline. Candidate progress will need to me/your admin/recruiters to update candidates Label 3 Recruitment Prcess/progress field (in my case a drop down check box, with a check box per recruitment stage of the pipeline). This will act as a snapshot of the number of active candidates at that specific stage which will inform our progress and allow for client reports each week. 
Regards
Dermot

0 Upvotes
markaiello
Participant

I think using an existing Property will do the trick.

The issue we are having in order to have HubSpot function as an ATS is the ability to parse and search resumes or other data.  The workflow can be built.  The fields can be customized. We cannot figure out how to search and match keywords on attachments.

Biggssmith
Participant

Dave, I have over 25 years experience in running my own and franchised recruting firms. I have recently moved to HubSpot CRM to manage my clients, candidates and activities. If you would like, we could get on a call to discuss how I have completed this effort and the rewards I am seeing from its use. Let me know and I will connect with you!

Robby

deeps11
Member

@Biggssmith I run a small tech recruitment firm in Canada and would love to get your thoughts on going about using HS as ATS + CRM. What's the best way to connect?

 

@MFrankJohnson Really curious to learn more about the capabilities you shared. If not as a DIY project, would you have any suggestions on external help we can get on this?

 

@joshua-paul Would you be open to sharing best practices on how to go about building those capabilities?

 

DOMahony
Participant

Hi deeps11, would love to talk. Dermot

0 Upvotes
PrateemaK
Participant

Hello,

I am new to HubSpot and trying to achive HupSpot CRM, sales, marketing for recruting. I would love to hear your insights on the same , that how have you achived this. Please do let me know we can connect and discuss this over a call. 

0 Upvotes
DOMahony
Participant

Hi Biggssmith, would love to connect and talk if you've time/capacity to spare.
Regards

Dermot

0 Upvotes
Biggssmith
Participant
Not sure if you received my message however let's schedule a call....email me at robby@firestartercc.com
0 Upvotes
MattGraves
Member

Hey Robby - would we be able to connect? I just started with Hubspot for my home service business, and would love to use it as an ATS in recruiting technicians. I'd love to see how you've implemented Hubspot as an ATS - it's exactly what I'm trying to figure out now! 

0 Upvotes
Biggssmith
Participant
Let's schedule some time to get on a call!

Robby Smith
Firestarter Services
www.firestartercc.com
317.999.7735
dblock
Participant
Any ideas on an integration to get zip recruiter applicants into Hubspot?
0 Upvotes
Momenta
Contributor
0 Upvotes
markaiello
Participant
  1. We are testing the use of Deals, Service Hub, and Custom Objects to track a Job Order and all activity associated with one.
  2. Also, we have done a few demos with Daxtra for parse, search, and match from within HubSpot and it appears to work.  

Please reply if anyone has had experience with eiter 1 or 2 above.

Thanks,

0 Upvotes
Momenta
Contributor

I'm interested in both, and would love to connect on them.

0 Upvotes
DOMahony
Participant

Hi @Momenta @markaiello  @DaveConnect @PrateemaK @dblock @deeps11 and others:

I propose that we have a kick-off Zoom. I'm happy to host. Theres a lot of interest from two parties here 1) those who are expert and are willing to help and 2) newbies like me who see the potential of a single CRM/ATS and are hobbie-crafting their Hubspot customization. I'll create an agenda once I speak to people one on one from both camps to ensure that's it an effective use of everyone's time and doesn't go off piste and feral with too many broad topics. It'll likely grow into a regular how-to event with a need to build/create space for a library of resources.

My schedule is here (Australia based but happy to dial in early or late) http://whenisgood.net/fby2wjr

Dermot

0 Upvotes
HRosen
Member

@DOMahony , @markaiello  @DaveConnect  and others:  did you get any traction on using Hubspot as an ATS? I represent a service called Skilldrop.com  which plays a small part in the ATS, staffing software ecosystems, Just like you would use an external system for sending transactional emails, you use Skilldrop to deliver and share CVs/Resumes to secure compliance with privacy regulations. I think it would be interesting to see where Skilldrop can fit with your thoughts in using Hubspot as an ATS. If it makes sense for another Zoom, let me know. 

0 Upvotes
markaiello
Participant

We have given up trying to find a work-around solution. Too many separate parts are needed to assemble. Decided it is not worth the effort.

0 Upvotes
Momenta
Contributor

Yes, unfortunately same for us. Someone pointed me to Greenhouse.io recently. Thrive TRM is bad news (heard the founder is poaching recruiters who are using this for his own search firm).

0 Upvotes