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Setting up & using the Bullhorn Integration
Setting up & using the Bullhorn Integration

This article describes how to set up, use your Bullhorn integration and sync features.

Updated this week

  1. Bullhorn Integration Setup

    1. Sync Features

  2. How to use SourceWhale with Bullhorn

    1. Campaign Settings

    2. Log Candidate against Spec CV

    3. Chrome Extension

    4. Extension Widget

Bullhorn Integration Setup

In order to set up your Bullhorn integration on SourceWhale simply follow these steps:

Step 1

  1. Navigate to your initials/image in the bottom left-hand corner

  2. Select Integrations from the dropdown menu

  3. Search for Bullhorn in the search bar

Step 2

To enable the Bullhorn integration, raise a support ticket here. Bullhorn will then send us these details.

Step 3

When you click activate, you will be redirected to Bullhorns' terms of services page where you will be asked to give permission for SourceWhale to have access to your Bullhorn profile > click agree.

Once your integration is active you will see a green connected box appear by the Bullhorn Icon.

Sync Features

On the integrations page, an admin will be able to set default settings for yourself and your team. Access this by simply clicking on Bullhorn within the integrations page and you will see the following settings:

General Settings

  1. Sync manual contact updates to Bullhorn - Automatically update Bullhorn with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.

  2. Don't overwrite existing CVs in Bullhorn - If a contact has an existing CV in Bullhorn, we will not upload a new CV.

  3. Block emails to recipients marked as off-limits - If turned on, SourceWhale will not send emails to contacts marked as off-limits/opt-out in Bullhorn.

  4. Remove flagged email addresses - If you flag an email address in SourceWhale, it will be removed from any contacts in Bullhorn that have the address.

  5. Remove flagged phone numbers - If you flag a phone number in SourceWhale, it will be removed from any contacts in Bullhorn that have the address.

  6. Users can only see Bullhorn records from their department - When pushing contacts to Bullhorn, if a record already exists but it is in a different department to the user, a duplicate record will be created.

  7. Update existing contacts' full work/education history, if known - Turning this toggle on will update contacts in Bullhorn with all available work and education history if synced again.

  8. Displayed company info - Select the option to give further information regarding a company in the SourceWhale Chrome extension.

  9. Displayed company Warning - Select the option you would like displayed to help identify the correct company for a Candidate/Client Contact/Lead when there may be possible company duplicates or similarly named companies in Bullhorn.

  10. Create notes upon - Choose for which outreach types a note is pushed in Bullhorn.

  11. Record creation note action - Choose the Bullhorn Note Action for Candidate/Client Contact/Lead when they receive an outreach type in a campaign.

  12. Job Status Whitelist - Display the jobs under the selected job statuses only.

  13. New Company Status - For all new companies, automatically default to the selected status.

Sync Settings

  1. Set different settings for Candidates/Contacts/Leads by clicking on the dropdown.

  2. Only add notes to synced records - Toggling this on will mean that if you have "sync upon interested" or "sync upon replied" for the When adding to a campaign option, we will only add notes to existing records in Bullhorn once a Candidate/Contacts/Lead has been marked as "interested" or "replied".

  3. Link to existing records - When creating a candidate record, if the same person already has a contact record in Bullhorn, the two records will be linked.

  4. Don't push to Bullhorn if required fields are missing - If any required fields in Bullhorn are not filled e.g. Email address, then the Candidate/Contacts/Lead will not be pushed into Bullhorn.

  5. When adding to a campaign - Choose to sync when adding Candidates/ClientContacts/Leads or when they respond or when they respond positively and are interested.

  6. Link contacts to jobs as... - Add new Candidates/Contacts/Leads with a default status

  7. Candidate job status - Automatically set the selected status for Candidates/ClientContact/Leads who unsubscribe.

  8. Default Status - Choose which Bullhorn fields users can optionally tag to a Candidate/ClientContact/Lead to push into Bullhorn.

  9. Unsubscribe Status - Automatically set the selected status for Candidates/ClientContact/Leads who unsubscribe.

  10. Sync Stage to - Automatically assign what field you'd like Stage to be synced

  11. Displayed Fields - Choose which Bullhorn fields users can optionally tag to a Candidate/ClientContact/Lead to push into Bullhorn.

  12. Mandatory Fields - Choose which Bullhorn fields must be filled to push Candidate/ClientContact/Lead into Bullhorn.

  13. Protected Fields - Choose which Bullhorn fields must be filled to push Candidate/ClientContact/Lead into BullhornWhen adding to a campaign: Choose to sync when adding Candidates/Contacts/Leads or when they respond or when they respond positively and are interested.

  14. Filterable Fields - Add new Candidates/Contacts/Leads with a default status

Note Mapping

Here you can map SourceWhale stages to your custom Bullhorn note types.

  1. Set different settings for Candidates/Contacts/Leads

  2. Select the dropdown for each stage to map it to the correct Bullhorn Note Type

Field Mapping

Here you can customise and map all Bullhorn fields to the corresponding SourceWhale variable.

Please do not adjust unless you are finding that the variables are not mapping as expected in Bullhorn

  1. Set different settings for Candidates/Contacts/Leads/Company by clicking on the dropdown.

  2. String Variables - These SourceWhale variables can only be mapped to one field in Bullhorn.

  3. List Variables - These SourceWhale variables can be mapped to multiple fields in Bullhorn.

  4. Social URLs - Link specific social URLs such as LinkedIn, Twitter, etc. to the correct field in Bullhorn.

How to use SourceWhale with Bullhorn

Campaigns

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/Contact/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/Contact/Lead through with specific tags.

Log Candidate against Spec CV

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 ‘Contact’.

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.

Chrome Extension

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. In the campaign settings page, you have selected that you want everyone to be pushed through as a Candidate, but you come across someone you'd rather push through as a Contact, 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.

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

Extension Widget

You can now see what pages the extension will run over in your Bullhorn instance without opening the full extension using our extension widget.

The extension widget will sit on the edge of your browser, on the right side of the browser the first time this is used.

If the widget is blue (active), you can use the extension on the page. If the widget is grey (inactive), you can not use the extension on the page. Clicking on the widget in its active or blue state will open the extension for you.

You can move the extension widget around by selecting the six dots above the widget and dragging and dropping it to your desired location.

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! 💬

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