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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 vision6 and Bullhorn CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in vision6 triggers actions in Bullhorn CRM (or vice versa).
Absolutely. You can customize how vision6 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 vision6 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 vision6 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.
Grow your business with powerful email and SMS marketing by using Vision6. Trusted by thousands of small to large businesses, agencies, government and financial institutions, and nonprofit organizations.
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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