The end clients sync allows you to sync your Bullhorn Companies and Contacts to Candidately continuously.
There are several benefits for your users in their day-to-day workflows such as:
When sharing a list, the clients are now automatically suggested. No need to type in emails anymore!
View all lists that you've shared with any given contact or company.
See a client's name everywhere in Candidately as opposed to just their email.
Clients are referenced on any notes that we create in Bullhorn.
Many more features to come that build on top of that.
Set it up yourself in just 2 minutes
Go to the Settings by clicking your avatar on the bottom left corner of the screen
Click the Bullhorn item in the left panel menu
Select "Yes" for the Sync end client (Companies) & Sync contact person (Contacts) options
Press "Save changes" at the bottom of the screen
This will start off a sync that fetches all your end clients. The progress bar in the top right indicates to you once the sync is completed. Please note that automation will not run until the sync is complete.
When completed, you can access your end clients’ information from the icon on the left navigation menu.
👋 We are always here for you if you need us!
Remember, our whole team is around, almost 24/7 to support you! In fact, you can simply press the messenger button on the bottom right of this page to start chatting with us!