Create new clients in Proposify from new client contacts in Bullhorn CRM
Experience seamless client onboarding with this workflow. When you add a new ClientContact in Bullhorn CRM, it seamlessly initiates the process of creating a new client in Proposify. This integration streamlines your client management, allowing you to focus more time on delivering superior service. Say goodbye to manual data entry, and let this workflow handle client introductions.
Experience seamless client onboarding with this workflow. When you add a new ClientContact in Bullhorn CRM, it seamlessly initiates the process of creating a new client in Proposify. This integration streamlines your client management, allowing you to focus more time on delivering superior service. Say goodbye to manual data entry, and let this workflow handle client introductions.
- When this happens...New ClientContact
Triggers when a new ClientContact is added to Bullhorn.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps