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Gmail + Wealthbox CRM + Filter by Zapier + CandidateZip Resume/Job Parser

Add contacts to Wealthbox CRM with details extracted by CandidateZip from new resume attachments in Gmail

Tired of manually creating contacts in Wealthbox CRM from your applicant data? Use this integration, which automatically triggers CandidateZip to import data from a new resume when it's received as an attachment file in your Gmail business account, then stores the data in your Wealthbox CRM account as a new contact.

Tired of manually creating contacts in Wealthbox CRM from your applicant data? Use this integration, which automatically triggers CandidateZip to import data from a new resume when it's received as an attachment file in your Gmail business account, then stores the data in your Wealthbox CRM account as a new contact.

  1. When this happens...
    GmailGmail
    New Attachment

    Triggers when you receive a new attachment (triggers once per attachment).

    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!
    Wealthbox CRMWealthbox CRM
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Label/Mailbox

    • Search String

    Trigger
    Scheduled
    Try It
    • Label/MailboxRequired

    Trigger
    Scheduled
    Try It
    • Search StringRequired

    Trigger
    Scheduled
    Try It
    • Label/Mailbox

    Trigger
    Scheduled
    Try It
  • Gmail triggers, actions, and search

    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Scheduled
    Try It
    • Label(s) to Add

    • Message to be LabeledRequired

    Action
    Write
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gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
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Related categories

  • Email
  • Google

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wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

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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.

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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.

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