Google Docs + Redtail CRM + Filter by Zapier + CandidateZip Resume/Job Parser

Create contacts in Redtail CRM using resume data from new documents in Google Docs with CandidateZip

Looking to avoid the hassle of manual update tasks? This integration can help. Use CandidateZip to automatically extract data from a new resume as soon as it's received as a Google Docs document, then store that information in your Redtail CRM account as new contact.

Looking to avoid the hassle of manual update tasks? This integration can help. Use CandidateZip to automatically extract data from a new resume as soon as it's received as a Google Docs document, then store that information in your Redtail CRM account as new contact.

  1. When this happens...
    Google DocsGoogle Docs
    New Document

    Triggers when a new document is added (inside any folder).

    TriggerScheduled
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    CandidateZip Resume/Job ParserCandidateZip Resume/Job Parser
    Parse Resume Standard

    Convert resume to basic fields plus employment and education data sets.

    ActionWrite
  4. then do this!
    Redtail CRMRedtail CRM
    Create Contact

    Creates a new contact in your database.

    ActionWrite
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Supported triggers and actions

google-docs logo
google-docs logo

About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

Related categories

  • Documents
  • Google

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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  • CRM (Customer Relationship Management)

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filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

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  • Zapier
candidatezip logo
candidatezip logo

About CandidateZip Resume/Job Parser

CandidateZip is cloud based resume/CV or Job Parser which converts resumes/CV and jobs to standard fields. This extract contact/location, experience, education, salary, skills, and others fields from resumes/CV.

Related categories

  • HR Talent & Recruitment