Bullhorn CRM + Metaview

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.

  1. When this happens...
    MetaviewMetaview
    New Conversation

    Triggers when a new conversation is available in Metaview.

    TriggerInstant
  2. automatically do this!
    Bullhorn CRMBullhorn CRM
    Create Note

    Creates a new Note.

    ActionWrite
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Supported triggers and actions

    • Trigger onRequired

    • Property name

    Trigger
    Instant
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    • Conversation IDRequired

    Action
    Search
    • Fields to LookupRequired

    Trigger
    Polling
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    • Fields to LookupRequired

    Trigger
    Polling
    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.

Related categories

  • CRM (Customer Relationship Management)

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About Metaview

Metaview writes your recruiting notes for you so you can save time and focus on high-quality interactions with candidates and hiring teams.
Learn more

Related categories

  • HR Talent & Recruitment