There are occurrences when you will want to manually push and sync a candidate's contact information into your CRM/ATS from SourceWhale. Follow the steps below to learn how:
From Contacts page
Step 1
From the sidebar, click on the People icon and then select Contacts.
Step 2
Navigate to the contact you would like to sync from SourceWhale to your CRM/ATS, select the contact, and click on the Actions drop-down.
Step 3
Select the CRM/ATS you would like to push information to.
Step 4
Select your sync options and click 'Push' to finish pushing the information into your CRM/ATS.
From Campaigns page
Navigate to your campaign.
Select the contacts you wish to push to your CRM.
Click the Actions menu and choose Push to [Your CRM] (e.g., HubSpot).
Verify that the selected contacts' data has successfully synced to your CRM. This might take a few minutes to complete.
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