Action 4:<\/strong> Notify the recruiter: \u201cEnriched candidates ready\u201d + link to the ATS\/CRM filtered view.<\/li>\n<\/ul>\nPlain-English setup tip:<\/strong> Start with 5\u201310 rows as a test batch. Confirm the write-back fields in your ATS\/CRM are correct before you run the full file.<\/p>\nATS\/CRM adaptation note:<\/strong> If you use Bullhorn or Apploi, the pattern is the same: map enriched email\/phone into the candidate\/applicant record, then assign owner and stage. Keep the mapping doc in your ops folder so future edits don\u2019t break the Zap.<\/p>\n<\/span>Recipe 2: \u201cNew Lead Form \u2192 Instant Enrich \u2192 Assign Owner\u201d (speed-to-first-touch)<\/span><\/h3>\nUse when:<\/strong> inbound leads come from a landing page, referral form, or event QR code and you want a recruiter to call fast.<\/p>\n\n- Trigger:<\/strong> New form submission (Typeform\/Google Forms\/Webflow).<\/li>\n
- Action 1:<\/strong> Create a candidate record in your ATS\/CRM with the raw submission.<\/li>\n
- Action 2:<\/strong> Enrich via Heartbeat.ai (webhook\/API) and update the same record.<\/li>\n
- Action 3:<\/strong> Assign owner based on specialty\/state (Zapier Paths).<\/li>\n
- Action 4:<\/strong> Create a task: \u201cCall during local business hours\u201d and include the best phone field.<\/li>\n<\/ul>\n
Ops note:<\/strong> If you create call tasks outside clinic hours, your downstream call performance will drop. Route tasks into a queue that respects local time windows.<\/p>\n<\/span>Recipe 3: \u201cStage Change \u2192 Refresh Contact Data\u201d (trigger-based refresh)<\/span><\/h3>\nUse when:<\/strong> candidates sit in pipeline stages for weeks and contact info decays.<\/p>\n\n- Trigger:<\/strong> Candidate moved to a stage like \u201cRe-engage,\u201d \u201cCredentialing,\u201d or \u201cOffer Pending.\u201d<\/li>\n
![\"54302\"](\"http:\/\/hc.heartbeat.ai\/wp-content\/webp-express\/webp-images\/uploads\/2026\/02\/zapier-for-healthcare-recruiters-1e039507.png.webp\")
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