🗝️ CRM integration allows candidate and contact data from automations to sync directly into platforms such as Vincere, Bullhorn, HubSpot and JobAdder. Integration reduces manual data entry and improves record accuracy.
⚠️ Important: Each CRM has different fields and capabilities. Vincere and Bullhorn offer the deepest integrations.
Connect a CRM
Open the automation and click the CRM tab.
Choose the CRM platform (e.g., Vincere, Bullhorn, HubSpot, JobAdder).
Log in when prompted, then approve integration permissions.
Configure Auto Upload
Enable Auto Upload to sync accepted connections into the CRM automatically.
Disable Auto Upload if users prefer to review and manually sync leads.
Select whether records should be created as Contacts or Candidates.
Manage CRM Fields
Choose the email type to store (e.g., work, personal).
Enable Detect Duplicates so existing CRM records are not duplicated.
Enable Overwrite Data to update job titles or locations when they change.
Enable Include Profile Photo if supported (Vincere only).
Configure Source Tags, Industry Tags, and other CRM-specific metadata.
Bullhorn vs. Vincere
Vincere provides support for photos, geotagging and activity logs.
Bullhorn uses different terminology but offers similar mapping options.
Other CRMs (HubSpot, JobAdder, etc.) provide basic mapping such as contact/candidate creation.
💡 Best Practices
Enable duplicate detection to maintain CRM hygiene.
Use auto upload for high-volume teams needing consistent data flow.
Use manual sync when tighter control over CRM entry is needed.
🤔 FAQs
Q1: Why are records not appearing in the CRM?
Answer: Auto Upload may be off, duplicates may exist, or required fields may be missing.
Q2: Does the platform integrate with Access Recruitment CRM?
Answer: Not currently. It was previously on the roadmap but is not available at this time.