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Bullhorn CRM + Formsite

Update Bullhorn CRM client contacts with new Formsite form results

Streamline your client management process by connecting Formsite and Bullhorn CRM through this efficient workflow. Whenever there's a new form result in Formsite, it will update the corresponding client contact in Bullhorn CRM, ensuring your records stay accurate and up-to-date. Say goodbye to manual data entry and make your client management process more efficient with this seamless integration.

Streamline your client management process by connecting Formsite and Bullhorn CRM through this efficient workflow. Whenever there's a new form result in Formsite, it will update the corresponding client contact in Bullhorn CRM, ensuring your records stay accurate and up-to-date. Say goodbye to manual data entry and make your client management process more efficient with this seamless integration.

  1. When this happens...
    FormsiteFormsite
    New Form Result

    Triggers when a user submits a new form result.

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

    Updates an existing ' ClientContact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
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    • Fields to LookupRequired

    Trigger
    Scheduled
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    • Tearsheet NameRequired

    • Person TypeRequired

    • Fields to LookupRequired

    Trigger
    Scheduled
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    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
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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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