Create new Bullhorn CRM clientcontacts from new Apollo accounts
Encourage streamlined productivity with this workflow bridging the Apollo application and Bullhorn CRM. When a new account is established in Apollo, easily create a corresponding ClientContact in Bullhorn CRM. This process reduces manual data entry and ensures client information is consistently represented across both platforms, enhancing efficiency in your team's processes.
Encourage streamlined productivity with this workflow bridging the Apollo application and Bullhorn CRM. When a new account is established in Apollo, easily create a corresponding ClientContact in Bullhorn CRM. This process reduces manual data entry and ensures client information is consistently represented across both platforms, enhancing efficiency in your team's processes.
- When this happens...New Account
Triggers when a new Account is created.
- automatically do this!Create ClientContact
Creates a new ClientContact.
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