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.
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 CRM] (e.g., HubSpot).
Select your sync options and click Push to finish pushing the information into your CRM/ATS.
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