Bullhorn CRM + Microsoft Outlook

Create draft emails in Microsoft Outlook when new entities are added to tearsheets in Bullhorn CRM

Streamline your workflow between Bullhorn CRM and Microsoft Outlook with this automation. When a new entity is added to a Tearsheet in Bullhorn CRM, a draft email will be promptly created in Microsoft Outlook. This effective process not only saves time but also maintains consistent and timely communication.

Streamline your workflow between Bullhorn CRM and Microsoft Outlook with this automation. When a new entity is added to a Tearsheet in Bullhorn CRM, a draft email will be promptly created in Microsoft Outlook. This effective process not only saves time but also maintains consistent and timely communication.

  1. When this happens...
    Bullhorn CRMBullhorn CRM
    Entity Added to Tearsheet

    Triggers when an entity is added to a specified Tearsheet.

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Draft Email

    Creates a draft of an email that can then be reviewed and sent out.

    ActionWrite
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Supported triggers and actions

    • Fields to LookupRequired

    Trigger
    Polling
    Try It
    • Tearsheet NameRequired

    • Person TypeRequired

    • Fields to LookupRequired

    Trigger
    Polling
    Try It
    • Fields to LookupRequired

    Trigger
    Polling
    Try It
    • Fields to LookupRequired

    Trigger
    Polling
    Try It
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bullhorn-crm logo

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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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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