Interseller can sync contacts automatically into Workable whenever they're added to a sequence. We can also assign which job they belong to at the account and sequence level.
To connect to Workable, head to the Integrations page and select Workable. You'll then be prompted to enter your login credentials and grant Interseller access to your Workable account.
Adjusting the sync settings
You can select among one of the following sync options:
- Off - contacts won't be synced into Workable
- Sync contacts when added to a sequence - contacts will sync over to Workable
- Sync contacts only when they reply back - contacts will only sync over to Workable when they reply
Enable/disable deduplication for Workable
You can toggle on the deduplication setting for Workable to be warned if a contact already exists in Workable. This will mark the contact with the error "Exists in Integration" if we find that their email already exists in Workable. If deduplication isn't turned on, then we won't check to see if they exist in Workable. It's recommended to keep deduplication enabled to reduce having duplicate contacts within your integration.
Changing the default job/pool sync at the account level
You can change the default job/pool that all candidates get synced to at the account level.
Changing the job/pool sync per sequence
You can override the default setting where contacts get synced at the sequence level. You'll need to visit the sequence's settings to adjust which job or pool stage they belong to. Be sure to select which job or pool stage contacts in the sequence will sync to since this can't be re-synced if contacts are added first and then later a job or pool stage is selected for the sequence to sync to. If there's no published jobs created within Workable, then the "Job" field won't populate in the "Sync" tab.
Disable syncing sequences to Workable
You can also disable syncing a sequence over to Workable in the "Sync" tab within the sequence's settings. If you don't want contacts to sync over to Workable, you'll want to make sure this is enabled first before adding contacts into the sequence.