Within SourceWhale you can use the Bullhorn integration features in the campaign settings or Chrome extension.

When creating a campaign, you will be prompted with this pop-up:

Below the campaign name and type, you can choose whether to sync as a Candidate/ClientContact/Lead. You can also choose to adjust the default sync settings. If you click on the grey arrow to the right-hand side of the 'Sync options', you will see that you have the possibility to push a Candidate/ClientContact/Lead through with specific tags.

Choose to associate a campaign step with a specific bullhorn candidate ID to ensure the step is logged against the candidate as spec CV.

When the Bullhorn Candidate ID of spec CV field is given, we look to see if there is a match in bullhorn for that candidate and only create a spec send if so. The contact being reached out to must also be a ‘ClientContact’.

The Client Submission will be tracked as a spec CV in your KPIs when there is no Job specified

We will also populate the email field of the client submission with the email address the spec CV is being sent to if it’s been given in SourceWhale.

Spec CVs can also be created for non email notes (e.g. inMails) but no email address will be given.

The Sender field will be populated by the current user, and the company field will be the company of the Contact being reached out to - if one exists.

When using the chrome extension you will be able to access some of these features as well. This option is available in order to give the ability to change the settings you have previously set, for specific individuals.

I.e. you have selected (in the campaign settings page) that you want everyone to be pushed through as a Candidate, but you come across someone you'd rather push through as a ClientContact, you can then change this by clicking on the 'sync as' box and selecting the option that suits that contact better.

You can do the same in regards to advanced setting options, by clicking on the grey arrow to the right of the 'Sync as' box.

Note: Your team admin can alter the fields displayed at any time by going into the integrations page.

Haven't set up your Bullhorn integrations yet? See our article on how to get started here. Read our article on how to add the 'Export to SourceWhale' button in Bullhorn here.

Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬