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.
- When this happens...SMS Created
Triggers when an SMS is created
- automatically do this!Update Lead
Updates an existing ' Lead.
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Call StatesRequired
Try ItApi Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Fields to LookupRequired
Try ItFields to LookupRequired
Try It
SMS directionRequired
Try ItCreate 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.
Fields to LookupRequired
Try ItTearsheet NameRequired
Person TypeRequired
Fields to LookupRequired
Try It