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This guide walks you through setting up and using forms in HireData for your WhatsApp conversation. The collected responses automatically update the relevant fields in your ATS.

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Step 1: Create a form

First, define the purpose of the form. Determine what data you need to collect (e.g., candidate’s details such as availability date, salary expectations, years of work experience, etc.). Then open the Forms page in Settings and click New Form: Forms page Add the question types that fit the purpose of your form, then add any logic to them: Form builder Once completed, review the form and click Save.

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Step 2: Add a form to your automation

Create your automation with two tasks: Start a Conversation and Update field(s). Add the form you’ve created or select any of the templates: Selecting a form when setting up an automation The Fields section shows the questions in the form. These are all the fields to collect data for during the WhatsApp conversation: Fields section

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Step 3: Automatically update fields based on form responses

One of HireData’s key features is automatic field updates. When a candidate fills out a form in a WhatsApp conversation:
  1. HireData collects the submitted responses in real-time
  2. HireData maps the answers to the corresponding fields and updates them in the specified app (e.g., Carerix)
Update Field(s) task

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Example

  • A candidate provides their availability date via the form
  • HireData automatically updates their next availability date in your app, so all details stay up-to-date
In summary, HireData’s WhatsApp-integrated forms provide a seamless way to collect and update candidates’ information in real-time, eliminating manual data entry.