Source App: Email Parsing + Target App: Hubspot

Once you click Create New Workflow in section Hiring Flow Dashboard, fill the following fields as follows:

Name Your Workflow: Enter the name for your workflow. The System would assign a name to the workflow if this field left blank.
Choose Document Type: Choose Resume from the drop-down.
Note: Hubspot is not applicable for the JD parsing.
Choose a Source App: Choose either Email Parsing or Zip Parsing from the drop-down as necessary. In this case, select Email Parsing.

Once Email Parsing is selected in the above step, do as follows for the following fields and click Continue.

Choose Your Email account: Enter your email account.
Note: One email account can be used only once to create a workflow. For each workflow, a unique email account is necessary. You can add multiple emails separated by comma or semi-colon.
Choose Email Process Type: Select the email process type from the drop-down.
- Attachment: If you select Attachment, then candidatezip will search resume/JD from the attachment of email only.
- Body: If you select Body, then candidatezip will search resume/JD from the email body only.
- Both: If you select Both, then candidatezip will search resume/JD from the email body and attachment both.

Forward the emails from where you want to send resume to resumeparsing@candidatezip.com and verify by clicking the checkbox and then click Done.

Note:

To automate the forwarding of emails containing resumes to resumeparsing@candidatezip.com, you can update the email setting to forward a copy of all your emails to resumeparsing@candidatezip.com. See the Gmail setting on how to Automatically forward Gmail messages to another account. Also, if you want to forward emails containing only the resume, see how you can Create rules to filter your email.

Select Hubspot as a target app for Choose a Target App field.

Note: If JD is selected in the above step, then the Zoho Recruit, Hubspot, and the GreenHouse are not applicable as a target app.

Click Add New Account for the Choose Your Hubspot account field.

Note: Select existing Hubspot account from the drop-down as necessary.

On the Hubspot login page, click Sign up to create a new Hubspot account or enter your existing Email address, Password, and click Log in.

Note: You can also log in to your Hubspot account using Google or SSO sign-in options.

On the integration page, choose your account and click Choose Account.

Click Connect app to allow CandidateZip access to your Hubspot account.

Once the Hubspot account is added successfully in the above steps, map all the Hubspot fields as necessary with the relevant CandidateZip field in the Map Your Fields section.

Note: Mandatory fields are First name, Last name, and emails.

A Success pop-up will be displayed once the workflow is created successfully. Click Done on the Success pop-up.

Click Existing Workflow on the left-side navigation panel to view the created workflow. You can do the following:

Click icon to edit workflow as necessary.
Click icon to Active/Inactive the workflow as necessary.
Click icon to delete the workflow as necessary.
Click Create workflow to create a new workflow as necessary.

Once the workflow is created successfully as per the above steps, and the workflow is turned active, you can send emails to resumeparsing@candidatezip.com from the email that is set in the workflow (see step-2). The resume/JD in the email body/attachment will be parsed, and the data will be automatically stored in the Hubspot account. The process of storing the parsed data in the Hubspot account from Gmail becomes autonomous.

Note: To view the resume/JD on Hubspot, click Contacts, and from the drop-down, select Contacts again.

On the Contacts page, you can view all the resume/JD details. Click any candidate to view the fields details. Refer Hubspot Integration for more details on how to view candidate details on Hubspot.