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 People page
Step 1
From the sidebar, click on People
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.
The Actions menu shows the connected CRM/ATS integrations available to you. Select the CRM/ATS you want to use. The available sync types and fields depend on that integration.
Step 3
Choose a value under Sync as, then complete the mandatory fields shown for that sync type. Click Show additional options if you want to fill optional fields, and select Push to CRM to finish.
The field names and available sync types are supplied by the selected integration, so they can vary between CRM/ATS providers.
After completing the sync, verify that the data has been successfully updated in 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 connected CRM.
Verify that the selected contacts' data has successfully synced to your CRM. This might take a few minutes to complete.
From Projects page
Navigate to Projects and select your project.
Select the contacts you wish to push to your CRM (or use the top checkbox to select all).
Click the Actions menu and choose Push to your connected CRM.
In the push modal, choose the sync type and complete any required fields. Expand Show additional options for optional fields, then click Push to CRM.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬