Easy Aiz HELPS BAS Recruiting Streamline Candidate Outreach and Boost Accuracy
CLIENT BACKGROUND
BAS Recruiting is a specialized staffing and recruiting firm focused on Building Automation and Controls (BAS) professionals across the United States. Founded in 2019, the firm operates within the professional services and employment sector, serving niche technical markets including building automation, HVAC, industrial systems, construction, manufacturing, and related technology roles. BAS Recruiting supports clients through targeted sourcing, screening, and placement of highly specialized talent, helping organizations fill critical BAS and automation positions with qualified professionals.
The Challenge
BAS Recruiting relied on several disconnected systems, including Cognism, SharePoint, Google Sheets, RingCentral, and Zoho Recruit, to manage candidate outreach and tracking. Contacts moved inconsistently between platforms, creating confusion over which system owned the data and which tool was triggering outreach. Automated texts were sometimes sent multiple times, even after candidates replied, increasing the risk of over-messaging highly targeted professionals. At the same time, SharePoint-based call lists stopped updating reliably, forcing the team to consider manual fixes. These issues consumed time, introduced data risks, and made outreach difficult to scale with confidence.
The Solutions
We designed a coordinated automation that connected BAS Recruiting’s existing tools into a single, structured workflow. Cognism exports now trigger automated routing that enriches contacts, applies filters, and updates both SharePoint-based Excel lists and Zapier Tables simultaneously. Zapier Tables act as a centralized control layer, ensuring each contact receives only one outbound text via RingCentral. Incoming replies are automatically analyzed and classified, then routed appropriately. Positive responses are matched back to their original records and used to create or update candidates in Zoho Recruit, while neutral or negative replies update status and interest fields for accurate follow-up. This clear separation of responsibilities eliminated duplicate messaging and restored reliable call list creation.
Contact Sync & List Creation
New contact exports from Cognism trigger automation that enriches and filters records before adding them to SharePoint-connected Excel lists, ensuring calling campaigns always have fresh, accurate data.
Centralized Control & Outreach Triggering
Automated SMS
Outreach
Once validated, a single outbound SMS is sent through RingCentral with controlled timing and messaging, ensuring candidates are contacted once and only once.
Reply Analysis & Candidate Routing
The Result
“Brooke Suttle”
Conclusion
“By consolidating outreach and data flow across Cognism, SharePoint, RingCentral, Zapier Tables, and Zoho Recruit, BAS Recruiting replaced a fragmented system with a dependable, end-to-end automation. Duplicate texts were eliminated, reply handling became consistent, and SharePoint call lists began updating automatically again. The team reclaimed hours previously spent troubleshooting data issues and manual list management. This streamlined workflow now supports more focused candidate outreach and gives BAS Recruiting a scalable foundation for handling specialized BAS talent with clarity and confidence“
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