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Bullhorn CRM + Gravity Forms

Create notes in Bullhorn CRM for new Gravity Forms submissions

Effortlessly streamline your form submissions with this automation. When a new submission is received in Gravity Forms, a note will be created in Bullhorn CRM, ensuring your team stays up-to-date with the latest leads and inquiries. Save time, reduce manual entry errors, and keep your customer information organized by connecting Gravity Forms and Bullhorn CRM with this simple workflow.

Effortlessly streamline your form submissions with this automation. When a new submission is received in Gravity Forms, a note will be created in Bullhorn CRM, ensuring your team stays up-to-date with the latest leads and inquiries. Save time, reduce manual entry errors, and keep your customer information organized by connecting Gravity Forms and Bullhorn CRM with this simple workflow.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  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?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • Tearsheet NameRequired

    • Person TypeRequired

    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • FormRequired

    Action
    Write
    • 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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