Upload resumes/ CV to Salesforce from Email by Zapier using resume/ CV parser.

Upload resumes to Salesforce from Email by Zapier using resume parser. This is an automated process and needs one-time setting using Zapier. Once setting is done, the system works seamlessly and you will see all your resumes will be uploaded to Salesforce from Email by Zapier using resume parser. All fields will be filled with relevant values.


Step 1 :   Candidate Zip Login Creation 
  1. Create your login at http://app.candidatezip.com/
  2. You may have an active plan or you can subscribe to any given plan.
  3. Go to Zapier  for  Candidatezip app. follow this link  Candidatezip App        
  4. Select Invite and sign in or signup to your Zapier account.
 

Step 2: Create Zap

  • On CandidateZip Integration Page, click on Make Zap to start. You are now at zap editor interface. To start with Zap creation follow the below steps one-by-one: [This is the only One-Time set-up, so be patient]

  • Choose a Trigger App: Email by Zapier

Select Email by Zapier as the source by typing in the textbox or simply scroll down.

Tip: This is the app from where files to be parsed will be fetched

  • Select Email by Zapier Trigger: New Inbound Mail

Tip: You can choose only one out of all.

  • Setup Email by Zapier Inbound Email: Customise an email address and forward your emails to this address.

  • Test Email by Zapier: Click on OK and click on Continue after a successful test.

Step 3: Choosing the Action App: CandidateZip

  • Similar to the trigger app, now you have to choose the action app which is CandidateZip.
  • Select CandidateZip action: Choose from the various options according to your needs:
  • Select CandidateZip Account: Connect your CandidateZip account.
  • Set up CandidateZip Resume: Fill in the following fields:
    • File to be parsed: Here the file which has to parse can be a doc, docx, pdf, RTF, txt type of file. Map the hydrated link of the file to be parsed. Eg: Attachment(exists but not shown)
    • Filename with extension: Here the name along with the extension of the file has to be chosen. Eg: JohnDoe_CV.docx
      Tip! You can do so by choosing from the list or typing in the search bar(shown on-click of the right icon, in-line with the textbox)
  • Send Test Resume to CandidateZip OR Skip Test:
    (We recommend send test resume to CandidateZip to avoid any possible issues later.)
    On a successful test, click Add a Step to add the target app, where you want to store extracted information.

Step 4 : Select Salesforce CRM as next step in your zap

  1. Select option of Create Contact.
  2. Authorize Salesforce Account account
  3. Map Salesforce fields with CandidateZip fields like First name, Phone, Country, email, current employer etc.
  4. Finish this zap

Step 5: Final working

Once all steps done you just need to get file. Assign them to given lable which you selected at Step 2 while configuring Email by Zapier.  And with in few minutes that attachment data will be inserted into your Salesforce.

Disclaimer

Email by Zapier, Salesforce, Zapier, and others are among the trademarks of respective companies. Other names and brands may be claimed as the property of others. Candidatezip doesn't own and represent any of these brands/trademarks.

Upload resumes/ CV to Salesforce from Email by Zapier using resume/ CV parser.

Upload resumes to Salesforce from Email by Zapier using resume parser. This is an automated process and needs one-time setting using Workato. Once setting is done, the system works seamlessly and you will see all your resumes will be uploaded to Salesforce from Email by Zapier using resume parser. All fields will be filled with relevant values.


Step 1 :   Candidate Zip Login Creation 
  1. Create your login at http://app.candidatezip.com/
  2. You may have an active plan or you can subscribe to any given plan.
  3. Go to Workato  for  Candidatezip app. Follow this link  Candidatezip App  and install workato adapter
  4. Select Invite and sign in or signup to your Workato account.
 
Step 2 : Create New Recipe at Workato.com

Please select an option to view content in this section

Step 3: Choosing the Action App: CandidateZip

  • Similar to the trigger app, now you have to choose the action app which is CandidateZip.
  • Select CandidateZip action: Choose from the various options according to your needs:
  • Select CandidateZip Account: Connect your CandidateZip account.
  • Set up CandidateZip Resume: Fill in the following fields:
    • File to be parsed: Here the file which has to parse can be a doc, docx, pdf, RTF, txt type of file. Map the hydrated link of the file to be parsed. Eg: Attachment(exists but not shown)
    • Filename with extension: Here the name along with the extension of the file has to be chosen. Eg: JohnDoe_CV.docx
      Tip! You can do so by choosing from the list or typing in the search bar(shown on-click of the right icon, in-line with the textbox)
  • Send Test Resume to CandidateZip OR Skip Test:
    (We recommend send test resume to CandidateZip to avoid any possible issues later.)
    On a successful test, click Add a Step to add the target app, where you want to store extracted information.

Step 4 : Add next step Salesforce

CandidateZip will then push these intelligent data sets into Salesforce for quick and easy reference.

  1. Select Salesforce as application.
  2. Select action as Create object.
  3. Connect to the authorized salesforce account .
  4. Select any standard or custom salesforce object. 
  5. Select the fields parsed from CandidateZip in which data is needed to be inserted, such as email, first name, last name etc.
  6. Finish this recipe

Step 5: Final working

Once all steps done you just need to get file. Assign them to given lable which you selected at Step 2 while configuring Email by Zapier.  And with in few minutes that attachment data will be inserted into your Salesforce.

Disclaimer

Email by Zapier, Salesforce, Workato, and others are among the trademarks of respective companies. Other names and brands may be claimed as the property of others. Candidatezip doesn't own and represent any of these brands/trademarks.