Source App: Zip Parsing + Target App: Hubspot

This topic describe the procedure on how to create a hiring workflow using source app as zip parsing and target app as Hubspot.

1. 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 Zip Parsing.
     
     
2. 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.
   
   
   
3. Click Add New Account for the Choose Your Hubspot account field.
   Note: Select existing Hubspot account from the drop-down as necessary.
   
   
   
4. 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.
   
   
   
5. On the integration page, choose your account and click Choose Account.
   
   
6. Click Connect app to allow CandidateZip access to your Hubspot account.
   
   
7. 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.
   
   
   
8. A Success pop-up will be displayed once the workflow is created successfully. Click Done on the Success pop-up.
   
   
9. 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.
   
   
   
10. Once the Hubspot workflow is created, upload the zip folder containing the resumes/JD's that are to be uploaded in the Hubspot database. Click Zip Parsing, fill the fields as follow, and click Submit.
    • Zip File: Upload zip folder. Zip folder must contains either resumes or JD's as per the selection in step-1.
      Note: Make sure you do not upload any resume/JD which is already existing in the Hubspot database to avoid error and parsing credit loss.
    • Recipient Emails: Select Hiring WorkFlow.
    • Type: Select Resume or JD from the drop-down.
    • Zip Source: Select Hubspot workflow from the drop-down.
      
      
11. Once you upload the zip folder in the above step, the resume/JD will be uploaded in the Hubspot. To view the uploaded resume/JD, click Contacts, and from the drop-down, select Contacts again.
    
    
12. On the Contacts page, you can view all the resume/JD that you uploaded in the above step-10. Click any candidate to view the fields details. Refer to Hubspot Integration for more details on how to view candidate details on Hubspot.