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Pushing Contact Information Into Your CRM/ATS
Pushing Contact Information Into Your CRM/ATS

Learn how to manually push contact information into your CRM.

Jordan Longtin avatar
Written by Jordan Longtin
Updated over a week ago

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!

Step 1

From your dashboard, click the Contacts icon on the left side of your page.

Step 2

Navigate the contact you would like to sync information 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.


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