Steps and Criteria Available for Sales Contacts Automations
The Sales Contacts entity in Bullhorn Automation represents a sales contact record synced from Bullhorn ATS. This article covers the automation steps, list criteria, and merge tags available for the Sales Contacts entity.
Supported Automation Steps for Sales Contacts
See the Automation Steps article for more information about each step.
The following steps are supported in sales contact-based automations:
- Add Wait
- Add Branch
- Send Email
- Send Text
- Send Engagement
- Send Notification
- Add Task
- Add Note
- Update Sales Contact
- Update Company
- Webhook
- Anonymize Sales Contact
- This step is only available for Bullhorn ATS
- End Automation
Supported List Criteria for Sales Contacts
See the documentation on Lists for more information.
The following criteria categories are supported with sales contact-based lists and advanced search:
- Sales Contact standard & custom fields
- Activity
- Placement
- Submission
- Job
- Note
- Tearsheet
- Skills
- Specialties
Merge Tags Available in Sales Contacts Automations
Review the Merge Tags Explained article for more information.
The following standard fields can be found in Sales Contact-based automations:
| Merge Tag Name | Tag ID |
|---|---|
| Sales Contact Address 1 | %STREET% |
| Sales Contact Address 2 | %STREET2% |
| Sales Contact Address Link | %ADDRESSLINK% |
| Sales Contact Appointment Date | %APPOINTMENTDATE% |
| Sales Contact Appointment Time | %APPOINTMENTTIME% |
| Sales Contact ATS ID | %ATSCANDIDATEID% |
| Sales Contact Category | %CATEGORY% |
| Sales Contact City | %CITY% |
| Sales Contact Company Name | %COMPANYNAME% |
| Sales Contact Country | %COUNTRY% |
| Sales Contact Email | %EMAIL% |
| Sales Contact First Name | %FIRSTNAME% |
| Sales Contact Herefish ID | %HEREFISHCANDIDATEID% |
| Sales Contact Last Name | %LASTNAME% |
| Sales Contact Owner Calendar Link | %OWNERCALENDARLINK% |
| Sales Contact Owner Email | %OWNEREMAIL% |
| Sales Contact Owner First Name | %OWNERFIRSTNAME% |
| Sales Contact Owner Full Name | %OWNER% |
| Sales Contact Owner Last Name | %OWNERLASTNAME% |
| Sales Contact Owner Phone Number | %OWNERPHONENUMBER% |
| Sales Contact Owner Position Title | %OWNERPOSITIONTITLE% |
| Sales Contact Parent Company Name | %PARENTCOMPANYNAME% |
| Sales Contact Phone Number | %PHONENUMBER% |
| Sales Contact Position | %POSITION% |
| Sales Contact Source | %SOURCE% |
| Sales Contact State | %STATE% |
| Sales Contact Status | %STATUS% |
| Sales Contact Zip Code | %ZIPCODE% |
| All custom fields associated with Sales Contacts are supported as merge tags. | |
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