Enable Integrations or automations with these events of Harpoon and Bullhorn CRM
Triggers when new client created.
Triggers when there is a new project.
Trigerrs when there is a new expense category.
Get all the clients.
View a client’s details.
Creates a new client.
Create a new expense.
Creates a new Expense Category.
Create a new Project.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Harpoon and Bullhorn CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Harpoon triggers actions in Bullhorn CRM (or vice versa).
Absolutely. You can customize how Harpoon data is recorded in Bullhorn CRM. This includes choosing which data fields go into which fields of Bullhorn CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Harpoon and Bullhorn CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Harpoon and Bullhorn CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Harpoon is a financial planning and time-tracking tool designed for freelancers and small businesses. It helps users set financial goals, track time, manage projects, and invoice clients efficiently. With Harpoon, users can gain insights into their financial health and make informed decisions to grow their business.
Learn MoreBullhorn 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.
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