Create new notes in Bullhorn CRM whenever new invitees are created in Calendly
Streamline your client management process with this workflow. When a new invitee is added in Calendly, a corresponding note is immediately created in your Bullhorn CRM. This ensures you keep a comprehensive record of each interaction, saving you time on admin tasks and improving client relationships. Harness the power of automation to boost your business efficiency.
Streamline your client management process with this workflow. When a new invitee is added in Calendly, a corresponding note is immediately created in your Bullhorn CRM. This ensures you keep a comprehensive record of each interaction, saving you time on admin tasks and improving client relationships. Harness the power of automation to boost your business efficiency.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Note
Creates a new Note.
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