Add new Bullhorn CRM contacts to Smartsheet

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

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Bullhorn CRM to Zapier.

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

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  Connect Smartsheet to Zapier.

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

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

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  Set up a Trigger action for Bullhorn CRM

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

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  Then set up an Action for Smartsheet

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

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

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  Customize data flow

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

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  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!