Bullhorn CRM + Dialpad

Update Bullhorn CRM leads when new smses are created in Dialpad

Maximize your sales efficiency with this workflow. Once set up, each new SMS created in Dialpad will update a lead in your Bullhorn CRM. This ensures that all communication with potential clients is swiftly reflected in your CRM, keeping your sales process smooth and up-to-date.

Maximize your sales efficiency with this workflow. Once set up, each new SMS created in Dialpad will update a lead in your Bullhorn CRM. This ensures that all communication with potential clients is swiftly reflected in your CRM, keeping your sales process smooth and up-to-date.

  1. When this happens...
    DialpadDialpad
    SMS Created

    Triggers when an SMS is created

    TriggerInstant
  2. automatically do this!
    Bullhorn CRMBullhorn CRM
    Update Lead

    Updates an existing ' Lead.

    ActionWrite
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Supported triggers and actions

    • SMS directionRequired

    Trigger
    Instant
    Try It
  • Dialpad triggers, actions, and search

    Create and Optionally Assign Contact in Dialpad

    This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.

    Action
    Write
    • Fields to LookupRequired

    Trigger
    Polling
    Try It
    • Tearsheet NameRequired

    • Person TypeRequired

    • 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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
dialpad logo
dialpad logo

About Dialpad

Dialpad is a business communications platform that's built to grow with your team, no matter where in the world they are. Offering voice, messaging, video, and more, Dialpad helps teams stay connected across all their existing devices.

Related categories

  • Phone & SMS