Creating an Outlook Appointment That Syncs to Bullhorn

If your Outlook email is integrated with Bullhorn, you can create appointments directly in Outlook and have them automatically track in Bullhorn, as long as certain conditions are met.

Best Practices

To ensure your Outlook appointment syncs correctly with Bullhorn:

• Include at least one candidate or contact in the Required attendees field.

  • Make sure the candidate or contact’s email address is saved in one of the dedicated email fields on their Bullhorn record.

• You can add colleagues to the appointment as long as at least one candidate or contact is also invited.

Appointments that include only colleagues will not track in Bullhorn.

Appointment Changes

You can change the start time or subject of an appointment directly in Outlook. For all other changes, make updates within Bullhorn to ensure the records stay in sync.

Expected Behavior

If you create an appointment in Outlook that....	Then it...
Only invites a colleague on your same email domain	Will not track in Bullhorn
Only invites two or more colleagues but no candidate or contact	Will not track in Bullhorn
Invites at least one candidate or contact whose email address is saved in Bullhorn	Will track on the candidate and/or contact record as a related appointment.
Invites one or more colleagues and at least one candidate/contact whose email address is saved in Bullhorn	Will track on the candidate and/or contact record as a related appointment.

Summary

To make sure your appointments sync successfully:

• Always include a candidate or contact with a valid Bullhorn email address.

• Use Outlook for scheduling changes like time or subject.

• Use Bullhorn for other updates to maintain full record accuracy.