Candidate Sync Setup | WSJ ShortList

We are building an automatic connection so that when a candidate reaches a certain stage in our recruiting pipeline, they are instantly added to your GoHighLevel account. Please answer the questions below so we can build it correctly.

Where a question says EXACT: please copy the wording letter for letter as it appears in your account, including capitalization, spacing, and punctuation. The system matches by name, so "New Hires" and "New Hire" are two different things.

About you

Your contact details

Your name *

Company *

Email *

Question 1

Which candidates should we send you?

Candidates move through stages in our pipeline. Which stage should trigger a candidate being sent to your account?

Hired Enrolled Other or not sureTell us below and we will discuss it with you.

If you choose more than one, let us know in the notes at the bottom if you want them treated differently, for example landing in different stages or getting different tags.

Question 2

Your pipeline

Which pipeline in your account should these candidates be added to? Open your account, go to Opportunities, and copy the pipeline name EXACTLY as it appears.

Pipeline name (exact) *

Question 3

Landing stage

Which stage inside that pipeline should candidates land in when they first arrive? Copy the stage name EXACTLY as it appears.

One stage for everyone Different stagesFor example, Hired candidates land in one stage and Enrolled candidates in another.

Stage name (exact) *

Stage for Hired candidates (exact)

Stage for Enrolled candidates (exact)

Question 4

Candidate information

Each candidate we send will include their full name, phone number, and email address.

Confirmed, that works for us

Question 5

Duplicates

If a candidate we send already exists as a contact in your account (same phone or email), which do you prefer?

Update the existing contactRecommended. Keeps records current, no duplicates. Skip themWe will not touch the existing contact.

Question 6

Tag

Do you want a tag added to these contacts so your team can identify them at a glance?

Yes, add a tag No tag needed

The tag should say exactly

Question 7

Notifications

When a new candidate arrives in your pipeline, should anyone on your team be notified?

Yes, notify someone No, adding them to the pipeline is enough

Who should be notified (name and email of the GHL user)

Question 8

Access

To connect the two systems we need one of the following. Choose whichever you are more comfortable with.

Option A: Give us temporary accessAdd us as an admin user to your sub-account and we will set up the connection key ourselves. We will coordinate the details with you and tell you when you can remove the access. Option B: Create the connection key yourselfFollow the steps that appear below, then paste the results here. This form is a secure way to send them.

Follow these steps exactly, in your GoHighLevel sub-account:

Go to Settings → Private Integrations
Click Create New Integration
Name it: WSJ Candidate Sync
Check ONLY these four permission boxes: View Contacts, Edit Contacts, View Opportunities, Edit Opportunities
Click create, then copy the token immediately. It is only shown once. If you miss it, delete the integration and create a new one.
Find your Location ID in Settings → Business Profile
Paste both below

Location ID

Private Integration Token

Anything else

Notes

Once we have your answers we will build the connection, run a test candidate through, and confirm with you before it goes live.