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How to Build a Simple Applicant Tracking System in HubSpot

Written by CJ Maurer | May 25, 2026 1:33:13 PM

Most companies think of HubSpot as a platform for marketing, sales, and customer management. But there’s another operational system that’s just as important to organizational growth: recruitment.

Every business needs employees. Every growing company needs a repeatable process for finding, evaluating, and communicating with candidates. And if you’re already using HubSpot, you may not need another standalone tool to manage that process.

In this guide, we’ll walk through how to build a simple applicant tracking system (ATS) directly inside HubSpot using forms, workflows, contact properties, and board views.

Why Use HubSpot as an Applicant Tracking System?

If you’re a large enterprise hiring at scale, a dedicated ATS platform may still make sense. But for many small and mid-sized businesses, HubSpot can provide a flexible and surprisingly effective recruitment workflow.

Using HubSpot for applicant tracking allows you to:

  • Centralize hiring operations
  • Automate applicant communication
  • Track hiring stages visually
  • Reduce manual work for HR teams
  • Keep recruitment tied directly to your CRM
  • Avoid adding another software platform

The best part? Many businesses already have access to the tools needed to build this.

Step 1: Create a Job Application Form

The process starts with a HubSpot form.

This form can live on:

  • A careers page
  • A landing page
  • A LinkedIn application link
  • An Indeed posting
  • Any recruitment campaign

Typical fields may include:

  • First Name
  • Last Name
  • Email
  • Phone Number
  • Relevant Experience
  • Portfolio or LinkedIn URL
  • Why They’re a Good Fit
  • Resume Upload

You can also create role-specific variations by cloning the form for different positions.

Pro Tip

Use conditional logic in HubSpot forms to ask additional questions based on applicant responses. This keeps forms clean while gathering more relevant information.

Step 2: Create an “Application Status” Property

Next, create a custom contact property called:

Application Status

This should be a dropdown select property with values like:

  • Applied
  • Vetted
  • Interviewed
  • Offered
  • Accepted
  • Rejected

This property becomes the backbone of your applicant workflow.

Step 3: Use Hidden Fields to Automate Status Updates

Add the “Application Status” property to your form as a hidden field.

Set the hidden value to:
Applied

Now, every time someone submits the form:

  • A contact record is created
  • Their applicant information is stored
  • Their status is automatically marked as “Applied.”

This creates a seamless intake process without requiring manual updates.

Step 4: Build an Applicant Workflow

Now it’s time to automate the process.

Create a contact-based workflow that enrolls contacts when:
Application Status = Applied

From there, automate key actions like:

Update Lifecycle Stage

You may:

  • Create a custom lifecycle stage for applicants
  • Or use segmentation to identify applicants separately

Set Marketing Contact Status

This is important.

If you want to send automated emails to applicants, they need to be marketing contacts. But if you process large volumes of applicants, you’ll also want workflows that remove rejected candidates from marketing contact status later.

This helps manage HubSpot contact limits responsibly.

Send an Automated Applicant Email

Create a simple confirmation email, such as:

  • Thank you for applying
  • What happens next
  • Expected response timelines
  • Contact information for questions

This improves the applicant experience immediately.

Send Internal Notifications

Notify HR or hiring managers automatically when a new application arrives.

Using personalization tokens, internal emails can include:

  • Applicant name
  • Experience level
  • Resume link
  • Portfolio
  • Contact details

This removes manual forwarding and keeps the hiring process moving.

Step 5: Track Applicants Using Board Views

One of the most powerful features in modern HubSpot is the ability to use board views for contacts.

Instead of creating custom objects or complicated pipelines, you can:

  1. Filter contacts where Application Status is known
  2. Group contacts by Application Status
  3. Display applicants in a Kanban-style board

This creates a lightweight ATS experience directly inside the CRM.

Hiring managers can:

  • Move applicants through stages
  • Open contact records
  • Send emails
  • Schedule interviews
  • Trigger workflows

All from one place.

Step 6: Automate Rejection and Cleanup Processes

Once applicants are marked as rejected, you can trigger additional workflows to:

  • Send rejection emails
  • Remove marketing contact status
  • Notify hiring managers
  • Archive inactive applicants

This keeps your CRM organized and prevents unnecessary growth in marketing contacts.

Use Case

If your organization receives a high volume of applicants, this step alone can help control HubSpot marketing contact costs over time.

Step 7: Customize the Applicant Experience Further

To make the system even cleaner:

  • Create custom record cards for applicants
  • Hide irrelevant sales properties
  • Display recruiting-specific information
  • Add interview scheduling workflows
  • Create reporting dashboards for hiring activity

You can continue expanding the system as your organization grows.

Final Thoughts

HubSpot may not replace enterprise ATS software for every company—but for many businesses, it offers enough flexibility to build a scalable, organized recruitment process.

In many cases, you can stand up a functional applicant tracking system in a single day using:

  • Forms
  • Properties
  • Workflows
  • Board views
  • Automated emails

That’s the power of using HubSpot beyond traditional marketing and sales.

If you’re looking to improve operational systems inside HubSpot, recruitment workflows are a great place to start.