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Bullhorn CRM + GoCanvas

Create new Bullhorn CRM leads from GoCanvas submissions

Effortlessly streamline your lead generation process with this workflow that connects GoCanvas and Bullhorn CRM. When a new submission is received in GoCanvas, a lead will be created in Bullhorn CRM, saving you time and ensuring all potential leads are captured. Enhance your sales team's productivity by reducing manual work and maintaining accurate data in your CRM.

Effortlessly streamline your lead generation process with this workflow that connects GoCanvas and Bullhorn CRM. When a new submission is received in GoCanvas, a lead will be created in Bullhorn CRM, saving you time and ensuring all potential leads are captured. Enhance your sales team's productivity by reducing manual work and maintaining accurate data in your CRM.

  1. When this happens...
    GoCanvasGoCanvas
    New Submission

    Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.

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

    Creates a new Lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Trigger Mid Workflow

    • App NameRequired

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item Description

    • Assign Item To

    • Schedule At

    Action
    Write
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • Tearsheet NameRequired

    • Person TypeRequired

    • 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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About GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.

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