Who can do this: whoever manages the Bullhorn integration in your company, under Settings > Integrations > Bullhorn.
Keep Bullhorn up to date with what clients do on your lists: shares, messages, CV requests, interviews and declines become notes on the candidate.
Steps
Go to Settings > Integrations > Bullhorn and scroll to Note sync settings.
For each event, choose whether Candidately adds a note:
List shared: Add note to Bullhorn
Messages on messenger sent/received: Add note to Bullhorn
Clients subscribed to list updates (candidate added/removed emails sent): Add note to Bullhorn
Automatic follow-up emails sent: Add note to Bullhorn
Click Save changes.
What the note looks like
The note is titled "Candidately Message" and sits on the candidate, linked to the client contact and to any connected job. It says what happened, for example "This candidate's CV was requested." or "An interview was requested for this candidate. Proposed interview times: …", with a "See in Candidately" link.
Good to know
Out-of-office replies don't create notes.
If the list is connected to a Bullhorn job, status changes can update the submission status in Bullhorn instead. See Connect a marketing list to a Bullhorn job.