Loading

Bullhorn CRM + Calendly

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.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Bullhorn CRMBullhorn CRM
    Create Note

    Creates a new Note.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • Tearsheet NameRequired

    • Person TypeRequired

    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
bullhorn-crm logo
bullhorn-crm logo

About Bullhorn CRM

Bullhorn provides cloud-based CRM solutions for companies in service-based industries. Its data capture and customer insight technology puts the most up-to-date and powerful information at users' fingertips to give them everything they need to win customers and keep them happy.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
calendly logo

Related categories