🗝️ Users can choose between automated syncing or manually selecting leads to sync into their CRM. This flexibility supports different workflows and quality control needs.
⚠️ Important: CRM sync behaviour varies depending on the platform used (e.g., Vincere vs Bullhorn).
Use Auto Sync
Go to the CRM tab in the automation.
Toggle Auto Upload on.
Select the record type (Contact or Candidate).
Choose email type, tags and ownership settings.
The system automatically uploads new accepted connections.
Use Manual Sync
Open the automation, then go to the Leads List.
Filter to view Unsynced profiles.
Click Sync beside each profile to upload it into the CRM.
The CRM tags and fields configured in the integration will be applied automatically.
When to Use Manual Sync
When consultants want to review data before adding it into the CRM.
When only selected leads should be stored.
When users are testing or refining their CRM integration settings.
💡 Best Practices
Use auto sync for high-volume recruitment teams.
Use manual sync for targeted headhunting roles.
Regularly review synced records to ensure data accuracy.
🤔 FAQs
Q1: Can users switch between manual and auto sync?
Answer: Yes, users can toggle between sync modes at any time.
Q2: What happens if a duplicate is detected?
Answer: The system prevents duplicate creation unless “Overwrite Data” is enabled.