Enable Integrations or automations with these events of Webtiger and Bullhorn CRM
Triggers when a new lead is created
Triggers when a new contact is created
Triggers when a new customer is added
Triggers when a new estimate is created
Triggers when a new invoice is cretaed
Triggers when a new proposal is created
Creates a new lead
Creates a new contract
Creates a new customer in the system
Creates a new estimate in the system
Triggers when a new project is created
Creates a new proposal in the system
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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 Webtiger and Bullhorn CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Webtiger triggers actions in Bullhorn CRM (or vice versa).
Absolutely. You can customize how Webtiger 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 Webtiger 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 Webtiger 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.
Webtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.
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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