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Bullhorn CRM + Gmail

Create notes in Bullhorn CRM for new emails in Gmail

Easily turn your Gmail communications into organized leads in Bullhorn CRM with this efficient workflow. Every time you receive a new email in Gmail, a corresponding note will be instantly created in Bullhorn CRM, ensuring that all valuable information is securely documented for future reference. This seamless integration helps in streamlining your customer interactions and enhancing your relationship management strategy.

Easily turn your Gmail communications into organized leads in Bullhorn CRM with this efficient workflow. Every time you receive a new email in Gmail, a corresponding note will be instantly created in Bullhorn CRM, ensuring that all valuable information is securely documented for future reference. This seamless integration helps in streamlining your customer interactions and enhancing your relationship management strategy.

  1. When this happens...
    GmailGmail
    New Email

    Triggers when a new e-mail appears in the specified mailbox.

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

    Creates a new Note.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Label/Mailbox

    • Search String

    Trigger
    Scheduled
    Try It
    • Label/MailboxRequired

    Trigger
    Scheduled
    Try It
    • Search StringRequired

    Trigger
    Scheduled
    Try It
    • Label/Mailbox

    Trigger
    Scheduled
    Try It
  • Gmail triggers, actions, and search

    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Scheduled
    Try It
    • Label(s) to Add

    • Message to be LabeledRequired

    Action
    Write
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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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