Upload resumes/ CV to Clevertim CRM from CleverReach using resume/ CV parser.
Upload resumes to Clevertim CRM from CleverReach 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 Clevertim CRM from CleverReach using resume parser. All fields will be filled with relevant values.
Step
1 : Candidate Zip Login Creation
|
- Select CleverReach at Zapier (www.zapier.com) And authorize your account with Zapier.
- Select one of these options :
NewUnsubscriber
Triggerswhen any current subscriber unsubscribes from a list.
NewSubscriber
Triggerswhen new subscriber is added to the list.
NewList
Triggerswhen new list is created.
- Based on option selected - set the rules and test it. And Click Finish
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:
- Parse Resume Basic
- Parse Resume Standard
- Parse Resume Detailed
- Parse Job Description
Know more about parsing options - 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 Clevertim CRM as your Action step
CREATE
New Company
Create a new company
New Contact
Create a new contact (person)
New Opportunity
Create a new opportunity
New Case
Create a new case
New Task
Create a new task
Save + Continue
Map Clevertim CRM fields with CandidateZip fields like First name, Phone, Country, email, current employer, as per your parsing requirement
The fields you select will be filled accordingly
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 CleverReach. And with in few minutes that attachment data will be inserted into your Clevertim CRM.
Disclaimer
CleverReach, Clevertim CRM, 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 Clevertim CRM from CleverReach using resume/ CV parser.
Upload resumes to Clevertim CRM from CleverReach 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 Clevertim CRM from CleverReach using resume parser. All fields will be filled with relevant values.
Step
1 : Candidate Zip Login Creation
|
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:
- Parse Resume Basic
- Parse Resume Standard
- Parse Resume Detailed
- Parse Job Description
Know more about parsing options - 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 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 CleverReach. And with in few minutes that attachment data will be inserted into your Clevertim CRM.
Disclaimer
CleverReach, Clevertim CRM, 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.
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