Keep the sequencer, move the list work
Plenty of agencies already run candidate outreach in SourceWhale. The templates are there, the team knows it, and the reporting lives there. Nobody wants a second sequencer because a list was built somewhere else.
So this play does not try to be one. SourceWhale does not let an outside tool create a campaign or write its steps, and that suits the work: the copy is the part a recruiter should own. What an outside tool can do is the dull part before the load, which is where candidate campaigns tend to go wrong. A work email slips in. Someone a colleague messaged last month is approached again. An address bounces and your sending reputation pays for it.
The split is plain. Hyreflow checks the list and loads it. You write the messages and you press start.
What you get back
Your shortlist inside the campaign you named, one candidate record per person: name, role, company, location, profile link, personal email, a short summary and where they were sourced. Beside it, a ledger with a row for everyone who was not loaded and why: already in SourceWhale, on your do-not-contact file, no usable channel, or an address that failed the check.
Nothing has been sent. The campaign is as you left it, with more people in it.
Variations worth knowing
LinkedIn only. Skip the email step. Rows go in with their profile link and the run spends no credits. Check on the first record that your campaign's steps suit a person with no address.
Into a project as well. Candidates can be added to SourceWhale projects in the same call. Name the project and the agent finds it in your project list.
Build the list first. If the shortlist does not exist yet, turn a job spec into a ranked shortlist produces one, and personal emails for passive candidates covers the address step in depth.
Where this goes wrong
The campaign sits under another login. Campaigns are listed per SourceWhale user. If yours does not appear, a colleague created it, and the agent asks whose it is.
Expecting the copy to come with the list. Steps and templates live in SourceWhale. Load into a campaign with no steps and you have a list, not a sequence.
The send-immediately option. It exists, it starts outreach the moment people are added, and it is off here. Switching it on is a separate, explicit request for a named campaign.
Opt-outs the play cannot see. Unsubscribes recorded only inside SourceWhale are invisible to the connection. Export them and hand them over with the shortlist.
Correcting a record after the load. It can be done, but only by the record's SourceWhale id, which means a lookup first. Fix the file before the load.
