Streamline Process Flow Management

To improve shortlisting quality, candidates fill up a Google Form with preliminary information and their resume.

Ideolve’s Zapier integration with Google form captures the candidate’s response into a Note and automatically shares this with the HR and cross-functional selection team members.

As the selection process unfolds, each team member may reference other members for a specific action, record their observations, and share recommendations in a single site for a prompt, more-informed hiring decision.

Frontline agents using Freshdesk for customer support often need to consult with backend, product, or senior team members, who are not Freshdesk users.

Ideolve’s Freshdesk integration captures a ticket as a note in a customer support workspace where other organization members can share their knowledge to resolve the question in quality and time.

Enterprises using Vaultastic for corporate compliance need to share data with internal and external auditors for reviews and other actions.

Ideolve’s Vaultastic connecter creates a case management tool within Vaultastic.

Compliance violations found during audits can now be privately and securely shared via this exception management tool with relevant audit teams to collaborate on the review and remedial action.

Traditionally web form data is captured in the CRM or spreadsheets. However, there is no easy way to share this information selectively and get inputs from diverse teams.

Ideolve's web form integration creates a note with the form data and shares it automatically with a predefined set of people. Add more people if you like.

The teams can now collaborate on the information to help respond to the input rapidly and in quality. It also lets you track who works on each submission to stay organized.