Connect Bullhorn CRM and Microsoft Excel to unlock the power of automation
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Set up your first integration
Quickly connect Bullhorn CRM to Microsoft Excel with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Bullhorn CRM with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Candidate" from Bullhorn CRM.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects Bullhorn CRM and Microsoft Excel, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use Bullhorn CRM and Microsoft Excel
Track new candidates in an Excel sheet
When a new candidate is added to Bullhorn CRM, Zapier will automatically create a corresponding entry in a designated Microsoft Excel sheet on OneDrive for Business. This allows your HR team to maintain an organized record for all new applicants and ensures easy access for further analysis or reporting.
HR & Recruiting Ops
Log updated client contacts for database tracking
When a client contact is updated in Bullhorn CRM, Zapier adds the changes to a tracking sheet in Microsoft Excel. This improves visibility for IT systems needing information consistency across interconnected platforms.
ITSync new opportunities to a marketing tracker
When a new Opportunity is added to Bullhorn CRM, Zapier automatically updates a Microsoft Excel marketing tracker. This centralizes key Opportunity data, letting marketing teams adapt campaigns faster based on sales pipeline activities.
Marketing & Marketing OpsLearn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about Bullhorn CRM + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bullhorn CRM and Microsoft Excel
How do I connect Bullhorn CRM with Microsoft Excel?
To connect Bullhorn CRM with Microsoft Excel, you need to use our integration tool where you can set triggers and actions that suit your workflow. First, authenticate both Bullhorn CRM and Microsoft Excel. Then, choose a trigger from Bullhorn, like 'New Candidate Added', and an action in Excel, such as 'Create Spreadsheet Row'. This will ensure that every time a new candidate is added in Bullhorn CRM, a new row will be created in your selected Excel sheet.
Can I import data from Bullhorn CRM to an existing Excel worksheet?
Yes, you can import data from Bullhorn CRM to an existing Excel worksheet by setting an action to 'Update Spreadsheet Row' or 'Append Spreadsheet Row'. This allows you to add new data or update existing rows in your Excel sheet based on specific triggers you set in Bullhorn CRM.
What types of data can I export from Bullhorn CRM into Excel?
Our integration supports exporting various types of data from Bullhorn CRM into Microsoft Excel. You can export candidate information, job orders, placements, or any custom objects. By selecting relevant triggers like 'New Job Order' or 'Updated Placement', specific details are sent directly into your chosen Excel sheet.
Is it possible to automate the synchronization between Bullhorn CRM and Microsoft Excel?
Absolutely! You can automate synchronization by setting up automatic triggers and actions between the two apps. For instance, configure a trigger like 'Candidate Status Changed' in Bullhorn to automatically update corresponding fields in an Excel spreadsheet without manual intervention.
How frequently does the integration update my Excel spreadsheet?
The frequency at which your data updates depend on how you configure the trigger settings within our platform. If set properly, once a specified event occurs in Bullhorn—like adding a note or updating contact details—the information reflects almost instantly on your designated Excel spreadsheet.
Are there any limitations when integrating Bullhorn CRM with Microsoft Excel?
While integrating Bullhorn CRM with Microsoft Excel opens up many possibilities for automation and efficiency, there may be some limitations concerning the number of rows processed per action and certain advanced filtering options based on their plans.
What should I do if I encounter errors during integration setup?
If any errors occur during setup, ensure that both applications are authenticated correctly within our platform and check if all fields required for triggers/actions are filled accurately. Our support team is also available to help troubleshoot more complex issues you may face.
