Bullhorn CRM + Microsoft Dynamics 365 CRM
Create Bullhorn CRM clientcontacts from new Microsoft Dynamics 365 CRM leads
Effortlessly maintain consistency between your Microsoft Dynamics 365 CRM and Bullhorn CRM with this seamless workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation will create a ClientContact in Bullhorn CRM, ensuring your contacts stay organized and updated across both platforms. Save time and minimize the risk of manual errors by streamlining your CRM management using this integration.
Effortlessly maintain consistency between your Microsoft Dynamics 365 CRM and Bullhorn CRM with this seamless workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation will create a ClientContact in Bullhorn CRM, ensuring your contacts stay organized and updated across both platforms. Save time and minimize the risk of manual errors by streamlining your CRM management using this integration.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ClientContactCreates a new ClientContact.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTearsheet NameRequired
Person TypeRequired
Fields to LookupRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFederal Filing Status
First Name
Last Name
Email
Username
Is Day Light Savings
Salary
Middle Name
Company Name
Travel Limit
Day Rate
Date Available
Date of Birth
Day Rate Low
Fax 3
Fax 2
Name Prefix
Custom Text 12
Custom Text 11
Custom Text 10
Pager
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Float 3
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Custom Text 20
Ethnicity
Custom Text Block 1
Comments
Custom Float 2
Custom Text Block 2
Custom Float 1
Name Suffix
Phone
Custom Date 1
Custom Int 1
Custom Date 2
Custom Date 3
Custom Int 3
Custom Int 2
Social Security Number (SSN)
Phone 2
Phone 3
LocalAddtionalWitholdingsAmount
Description
Gender
Employee Type
Occupation
Hourly Rate
Fax
Status
Tax State
Company URL
Owner Name
StateAddtionalWitholdingsAmount
Date Available End
Work Phone
Hourly Rate Low
Custom Text 7
Custom Text 6
Custom Text 9
Custom Text 8
Custom Text 3
Custom Text 2
Preferred Contact
Custom Text 5
Custom Text 4
Custom Text 1
Email 2
Email 3
Address: Address 1
Address: Address 2
Address: City
Address: State
Address: Postal Code
Full Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 2
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 20
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Mobile Phone
Status
Address: Address 1
Address: Address 2
Address: City
Address: State
Address: Postal Code
Id
First Name
Last Name
Full Name
Client Corporation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Full Name
Status
Company Name
Company URL
Phone
Cell Phone
Description
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
CommentsRequired
Personal Reference EmailRequired
Owner Name
Date Added
Minutes Spent
Personal Reference Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Description
Date Begin
Date End
Date Completed
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
Candidate ID
Fields to LookupRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmailRequired
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 2
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 20
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Mobile Phone
Status
Address: Address 1
Address: Address 2
Address: City
Address: State
Address: Postal Code
First Name
Last Name
Full Name
Client Corporation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
DescriptionRequired
Contact Email
Contact Name
Corporation
Correlated Custom Date 1
Correlated Custom Date 2
Correlated Custom Date 3
Correlated Custom Float 1
Correlated Custom Float 2
Correlated Custom Float 3
Correlated Custom Int 1
Correlated Custom Int 2
Correlated Custom Int 3
Correlated Custom Text 1
Correlated Custom Text 2
Correlated Custom Text 3
Correlated Custom Text 4
Correlated Custom Text 5
Correlated Custom Text 6
Correlated Custom Text 7
Correlated Custom Text 8
Correlated Custom Text 9
Correlated Custom Text 10
Correlated Custom Text Block 1
Correlated Custom Text Block 2
Correlated Custom Text Block 3
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 2
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 20
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Full Name
Status
Company Name
Company URL
Phone
Cell Phone
Description
Email
Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Corporation
Contact Email
Contact Name
Actual Close Date
Assigned Date
Benefits
Bonus Package
Branch Code
Campaign Source
Committed
Correlated Custom Float 1
Correlated Custom Float 2
Correlated Custom Float 3
Correlated Custom Int 1
Correlated Custom Int 2
Correlated Custom Int 3
Correlated Custom Text 1
Correlated Custom Text 10
Correlated Custom Text 2
Correlated Custom Text 3
Correlated Custom Text 4
Correlated Custom Text 5
Correlated Custom Text 6
Correlated Custom Text 7
Correlated Custom Text 8
Correlated Custom Text 9
Correlated Custom Text Block 1
Correlated Custom Text Block 2
Correlated Custom Text Block 3
Cost Center
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 2
Custom Text 20
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Deal Value
Degree List
Description
Education Degree
Effective Date
Estimated Duration
Estimated End Date
Estimated Hours Per Week
Estimated Start Date
Expected Bill Rate
Expected Close Date
Expected Fee
Expected Pay Rate
Egnore Until Date
Is Deleted
Is Open
Mark Up Percentage
Num Openings
On Site
Options Package
Priority
Public Description
Published Zip
Reason Closed
Salary
Salary Unit
Skill List
Source
Status
Type
Weighted Deal Value
Will Relocate
Win Probability Percent
Years Required
Id
Email Blueprint Company Name
Owner Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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