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Bullhorn CRM + Close

Create Bullhorn CRM clientcontacts from new Close leads

Effortlessly manage your leads and contacts between Close and Bullhorn CRM with this seamless workflow. Once set up, every new lead in Close will be immediately added as a ClientContact in Bullhorn CRM, ensuring your sales and recruiting teams have up-to-date information on potential clients. Save time and increase accuracy by automating your lead-to-contact process.

Effortlessly manage your leads and contacts between Close and Bullhorn CRM with this seamless workflow. Once set up, every new lead in Close will be immediately added as a ClientContact in Bullhorn CRM, ensuring your sales and recruiting teams have up-to-date information on potential clients. Save time and increase accuracy by automating your lead-to-contact process.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

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

    Creates a new ClientContact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
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    • Contact Smart View IDRequired

    Trigger
    Scheduled
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Completed?

    Trigger
    Instant
    Try It
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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.
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Related categories

  • CRM (Customer Relationship Management)

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About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

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