Manage Contacts

This article covers a range of options for managing contacts in Bullhorn Automation.

Add a Contact to Bullhorn Automation

Bullhorn Automation syncs candidates and sales contacts automatically from Bullhorn ATS. This sync only works one way, so you can't create contacts/candidates directly in Bullhorn Automation and have them appear in the ATS.

Check a Contact’s Mailable Status

Follow these steps to check a contact’s mailable status:

  1. Navigate to the contact’s Bullhorn Automation profile.
  2. Scroll down and click Additional Details.
  3. Check the Mailable Status field. If they've unsubscribed, opted out, or had an email bounce, this will be set to No.

Unsubscribe a Contact from Emails

Follow these steps to unsubscribe a contact from Bullhorn Automation emails:

  1. Navigate to the contact/candidate record in Bullhorn ATS.
  2. Select the Bullhorn Automation tab.
  3. Select the Stop Sending Bullhorn Automation Emails option.
    • After selecting this option, they will no longer receive emails sent via Bullhorn Automation, even if they're part of a list.

Merge Duplicate Records

If there are duplicate candidates or contacts in Bullhorn Automation, merge the records together in Bullhorn ATS. The duplicate will be removed from Bullhorn Automation after a manual sync or standard hourly sync. These records will also be removed from the preset Duplicates list.

See Duplicates Records in Bullhorn Automation for more information.

Remove a Contact from Bullhorn Automation

To remove a Contact from Bullhorn Automation, simply archive their record in Bullhorn ATS.

If the record only exists in Bullhorn Automation and not in Bullhorn ATS, useBullhorn Automation’s import tool and set the IsDeleted column to TRUE. This will remove the contact from all lists they're associated with.

For more information on using the Import tool, see Import a List into Bullhorn Automation.