Case study
A recruiting agency that adds each candidate to three tools in one step
A small US agency finds therapists for private clinics. Every candidate used to be added by hand to three tools: the CRM, the email sequences and the LinkedIn campaigns. Now a recruiter marks a row as ready in one sheet, and about a minute later the candidate is in all three, automatically.
- Result
- About 15 hrs a week
- Details
- Our estimate, at about 100 candidates a week
- Client
- Recruiting agency, USA
- Year
- 2026
The problem
About 100 candidates a week go through the team. Each one meant checking three tools for duplicates and entering the same person three times, and double-checking everything before saving. When a candidate replied, someone had to remove them from all three by hand, or the messages kept coming.
What we built
- A duplicate check before anything goes out. A matching email, phone number or profile link stops the send, and a matching name and role flags the row for review.
- One cell starts everything: the candidate lands in the right CRM pipeline, email sequence and LinkedIn campaign for that client and role.
- One reply flag takes the person out of every sequence and campaign in all three tools.
- A button that sets up a tab for each new client from dropdown lists, with no code and no settings copied by hand.
- Everything runs in the agency's own Google account, with a written guide for the team.
The result
- About 15 hours a week of copying between tools gone, by our estimate.
- Duplicates are caught before anyone gets a message, and a reply stops all outreach within a minute.
Google SheetsApps ScriptREST APIs
Services used