Features
Once the integration setup is complete, you can customise the features that are available to you on both the SuperReach platform and the Chrome Extension.
Sequence Settings Page
On the sequence setting page, you will see an option to tag prospects when they are enrolled into a sequence. You can choose any field available in SR to populate automatically. For example, when enrolling candidates into a New Salesforce Job sequence, you can automatically add the skill, Salesforce.
Chrome Extension
You can also take advantage of several integration features including:
Sync As Logic
When you manually sync a contact from SR to your CRM, you must choose the contact type you wish to ‘sync as’ - Candidate, Client Contact or Lead.
Depending on the contact type and your administrator's rules, you may be asked to add more data before you can sync the records to ensure your CRM best practice processes remain intact. These are mandatory fields. Please speak to your administrator if you have any questions about the Sync as rules.
Keeping SuperReach and your CRM in sync
After SR is connected to your CRM and you have connected a record, we keep those records in sync.
If you edit a contact record on SR, it will update your CRM immediately.
Activity and system notes from SuperReach will be sent to your CRM immediately. Only mapped and active notes will be sent.
Editing a contact record on your CRM will update SR when you next load the profile.
How to Use Company Checks for CRM Contacts:
Adding Contacts to Bullhorn:
When you add new Contacts to Bullhorn, you will encounter the "Company Checks" feature.
Accessing the Employer Look-Up:
After adding a Contact, the Employer look-up will be displayed, presenting a list of existing employers within your CRM system.
Selecting the Correct Employer:
Use the Employer look-up to ensure you choose the correct employer for the Contact you just added.
This step is crucial to ensure accurate data association.
Adding New Employers:
If the correct employer is not listed in the look-up, you have the option to add a new Employer directly from SuperReach.
This streamlined process prevents any gaps in employer data.
Summary:
By using the Employer look-up, you can easily connect Contacts with existing companies within Bullhorn, ensuring data accuracy and eliminating the possibility of duplicate Employer accounts. Furthermore, the integration between SuperReach and Bullhorn allows you to conveniently add new employers when needed. It is essential to understand that this feature solely impacts Bullhorn Contacts and does not apply to Candidates. Embrace Company Checks to maintain a well-organised database and optimise your relationship management efforts with ease.
Haven't set up your Bullhorn integrations yet? See our article on how to get started here.