Bullhorn CRM
Smartsheet
zapier

An automated workflow using zapier

Connects Bullhorn CRM + Smartsheet

Add new Bullhorn CRM contacts to Smartsheet

About this workflow template

This automation scenario allows you to connect Bullhorn CRM and Smartsheet

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

Diagram

Add new Bullhorn CRM contacts to Smartsheet
Workflow diagram: Bullhorn CRM + Smartsheet integration

How it works?

When this trigger fires in Bullhorn CRM

Bullhorn CRM

New ClientContact in Bullhorn CRM

Triggers when a new ClientContact is added to Bullhorn.

Then this action happens in Smartsheet

Smartsheet

Add Row to Sheet in Smartsheet

Add a row to a sheet.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Bullhorn CRM contacts to Smartsheet.

Part I

Configure Applications

First, we need to connect Bullhorn CRM and Smartsheet to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Bullhorn CRM to Zapier.

    Connect Bullhorn CRM to Zapier.

    Give Zapier access to your Bullhorn CRM account, using Bullhorn CRM credentials.

  • Connect Smartsheet to Zapier.

    Connect Smartsheet to Zapier.

    Give Zapier access to your Smartsheet account, using Smartsheet credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Bullhorn CRM

    Set up a Trigger action for Bullhorn CRM

    Choose the following trigger: New ClientContact (Triggers when a new ClientContact is added to Bullhorn.).

  • Then set up an Action for Smartsheet

    Then set up an Action for Smartsheet

    Choose this action: Add Row to Sheet (Add a row to a sheet.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Bullhorn CRM and Smartsheet.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Bullhorn CRM contacts to Smartsheet!

Supported triggers and actions

  • Smartsheet

    New row

    Triggers when a new row is added.

    zapierautomateio
    triggerbyzapierautomateio
  • Smartsheet

    Updated row

    Triggers when a row is updated.

    zapierautomateio
    triggerbyzapierautomateio
  • Smartsheet

    Watch rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Smartsheet

    New attachment

    Triggers when a new attachment is added to a row.

    zapier
    triggerbyzapier
  • Smartsheet

    New comment

    Triggers when a new comment is added.

    zapierautomateio
    triggerbyzapierautomateio
  • Smartsheet

    Get folders

    [PRIVATE] Generates folder list for dropdown.

    zapier
    triggerbyzapier
  • Bullhorn CRM

    Create lead

    Creates a new Lead.

    zapier
    actionbyzapier
  • Bullhorn CRM

    Create note

    Creates a new Note.

    zapier
    actionbyzapier
  • Bullhorn CRM

    Create clientcontact

    Creates a new ClientContact.

    zapier
    actionbyzapier
  • Bullhorn CRM

    Create candidate

    Creates a new Candidate.

    zapier
    actionbyzapier
  • Bullhorn CRM

    Create task

    Creates a new Task.

    zapier
    actionbyzapier
  • Bullhorn CRM

    Update clientcontact

    Updates an existing ' ClientContact.

    zapier
    actionbyzapier

Apps you need

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