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CV spec on SuperReach with Bullhorn
CV spec on SuperReach with Bullhorn

Using Cv spec with Bullhorn

Anil Vithani avatar
Written by Anil Vithani
Updated over a year ago

Introduction:

CV Spec is a powerful feature that allows you to seamlessly send candidate profiles to win new business using SuperReach and record them as notes in Bullhorn. This integration streamlines the recruitment process, making it easier to manage candidate data and communication. In this guide, we will walk you through the steps to set up and use CV Spec with Bullhorn on SuperReach.


Prerequisites: Before you begin, ensure you have done the following:

  • The SuperReach admin needs to map the SuperReach CV spec note type to the corresponding note type in Bullhorn.

  • Make sure that the CV spec candidate in Bullhorn is connected with SuperReach.


How to map the "CV Spec" Note in Bullhorn

  • Log in to your SuperReach account.

  • Navigate to the "Admin" section, and then select "Customisation" followed by "Integrations."

  • Locate the "CV Spec" note type, and ensure it is mapped correctly to the corresponding note type in Bullhorn. This will ensure that the correct note is sent to Bullhorn when you run the CV Spec feature on SuperReach.

  • Please note if the note mapping for this field is not active, then the CV Spec note cannot be sent to Bullhorn.

How to create an email template for a CV Spec on SuperReach

  • In the top right corner, click the plus (+) icon and select "Email Template."

  • Create a new email template and name it.

  • In the "Template Category" field, select "CV Spec."

  • A new field will appear called "Select Candidate".

  • In this field, you can search and select the right candidate from your Bullhorn CRM.

  • Ensure that your email template includes all the essential details to showcase your candidate to the recipient.

How to create the sequence for sending a CV Spec email

  • In SuperReach, click on the plus (+) icon in the top right corner, select "Sequence”, then name your sequence.

  • Add the first step as an "Email" and choose the CV Spec email template you created earlier.

  • Create the rest of the sequence steps as needed, incorporating other communication channels like calls or reminders if required.

How to enrol contacts and how notes are added in Bullhorn

  • Once your sequence is set up, you can enrol contacts into it.

  • SuperReach will leave a note on the relevant contact record in your Bullhorn CRM when the step in the sequence is completed.

Conclusion

Using CV Spec with Bullhorn on SuperReach streamlines the process of sending candidate profiles to companies looking to hire candidates with specific skill sets. Following the steps outlined in this guide, you can seamlessly integrate CV Spec activity on SuperReach with your Bullhorn CRM reporting and tracking.

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