Create notes in Bullhorn CRM for new conversations in Metaview
Strengthen your customer relationship strategy with this efficient workflow. Whenever a new conversation starts in Metaview, it will seamlessly create a note in Bullhorn CRM. This integration not only amplifies your team's productivity but also ensures you never miss out on crucial client interactions. Translate your conversations into valuable insights in no time.
Strengthen your customer relationship strategy with this efficient workflow. Whenever a new conversation starts in Metaview, it will seamlessly create a note in Bullhorn CRM. This integration not only amplifies your team's productivity but also ensures you never miss out on crucial client interactions. Translate your conversations into valuable insights in no time.
- When this happens...New Conversation
Triggers when a new conversation is available in Metaview.
- automatically do this!Create Note
Creates a new Note.
- Free forever for core features
- 14 day trial for premium features & apps