Who can do this: Owners, in Settings → Integrations → Bullhorn. Admins and Members don't see this page.
Product: Client Portal · Where: Settings → Integrations → Bullhorn
Bring your Bullhorn client companies and contacts into Candidately, so you can select them when you share a list instead of typing them in.
Turn on the company and contact sync
Go to Settings → Integrations → Bullhorn.
Under Sync end clients, choose Yes.
Under Sync contact person of end clients, choose Yes. You can only turn this on when end clients are synced.
Click Save.
Both sync options on
Sync end clients and Sync contact person of end clients are set to Yes.
What happens next
The first sync runs in the background. Candidately shows "Initial sync in progress" until it's done.
Your Bullhorn companies and contacts show under End clients in the left menu.
When you share a list, search for a company or contact in "Search companies, contacts or add new".
After that, changes in Bullhorn come through on their own, several times a minute.
Your synced end clients
Companies from Bullhorn show under End clients with their contacts and shared lists.
Good to know
You can still add a contact by hand when you share a list ("add as new contact").
With the sync on, people at your client who aren't in Bullhorn yet still need to be added by hand or in Bullhorn first.
Contacts you add in Candidately stay in Candidately. They aren't created in Bullhorn.
Pro tip: Turn on both syncs before you share your first list. Your client contacts are then ready to select when you share.
We are always here for you if you need us.
Our whole team is around almost 24/7 to support you. Click the chat icon at the bottom right to start chatting with us. Our team is happy to help.