1.Captures new form submission
Integrate Paperform, form builders, and capture systems to detect submitted email and preference choice to trigger downstream updates.
Update contact email subscription status in CRM records
Automatically monitor new email preference submissions across Paperform and Bullhorn CRM. Create and update subscription records when email preference submitted or unsubscribe selected or subscribe selectedβso you can update flags, create audit notes, and alert ops without manual review.
How this automation updates subscription status
When email preferences land in a form, delays can cause wrong opt in and opt out states. This automation searches Bullhorn CRM, updates contact subscription flags and audit notes, and alerts ops for non single matchesβso your team fixes issues fast.
Paperformor swap with your favorite app
2.Finds contact by email
Integrate Bullhorn CRM and CRM databases to look up matching contact records for the submitted email to return match counts and IDs.
Bullhorn CRMor swap with your favorite app
3.Updates subscription flag
Integrate Bullhorn CRM and contact records to map subscribe and unsubscribe choices to set opt in and opt out flags.
4.Creates audit note
Integrate Bullhorn CRM and CRM note tools to create a timestamped audit note for every processed submission.
5.Alerts ops inbox
Integrate Microsoft Outlook and task inbox workflows to send an alert when match results are not a single contact for manual review.
Microsoft Outlookor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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