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Connect Bullhorn CRM and Microsoft Excel to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Bullhorn CRM with Microsoft Excel - no code necessary. See how you can get setup in minutes.

Select a trigger from Bullhorn CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Bullhorn CRM, a trigger could be "New Candidate."
A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Excel

An action is what takes place after the automation is triggered. For example, with Microsoft Excel, the action could be "Add Row."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Bullhorn CRM to Microsoft Excel

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Bullhorn CRM to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Bullhorn CRM + Microsoft Excel integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bullhorn CRM and Microsoft Excel

How do I connect Bullhorn CRM with Microsoft Excel?

To connect Bullhorn CRM with Microsoft Excel, you need to use our integration tool where you can set triggers and actions that suit your workflow. First, authenticate both Bullhorn CRM and Microsoft Excel. Then, choose a trigger from Bullhorn, like 'New Candidate Added', and an action in Excel, such as 'Create Spreadsheet Row'. This will ensure that every time a new candidate is added in Bullhorn CRM, a new row will be created in your selected Excel sheet.

Can I import data from Bullhorn CRM to an existing Excel worksheet?

Yes, you can import data from Bullhorn CRM to an existing Excel worksheet by setting an action to 'Update Spreadsheet Row' or 'Append Spreadsheet Row'. This allows you to add new data or update existing rows in your Excel sheet based on specific triggers you set in Bullhorn CRM.

What types of data can I export from Bullhorn CRM into Excel?

Our integration supports exporting various types of data from Bullhorn CRM into Microsoft Excel. You can export candidate information, job orders, placements, or any custom objects. By selecting relevant triggers like 'New Job Order' or 'Updated Placement', specific details are sent directly into your chosen Excel sheet.

Is it possible to automate the synchronization between Bullhorn CRM and Microsoft Excel?

Absolutely! You can automate synchronization by setting up automatic triggers and actions between the two apps. For instance, configure a trigger like 'Candidate Status Changed' in Bullhorn to automatically update corresponding fields in an Excel spreadsheet without manual intervention.

How frequently does the integration update my Excel spreadsheet?

The frequency at which your data updates depend on how you configure the trigger settings within our platform. If set properly, once a specified event occurs in Bullhorn—like adding a note or updating contact details—the information reflects almost instantly on your designated Excel spreadsheet.

Are there any limitations when integrating Bullhorn CRM with Microsoft Excel?

While integrating Bullhorn CRM with Microsoft Excel opens up many possibilities for automation and efficiency, there may be some limitations concerning the number of rows processed per action and certain advanced filtering options based on their plans.

What should I do if I encounter errors during integration setup?

If any errors occur during setup, ensure that both applications are authenticated correctly within our platform and check if all fields required for triggers/actions are filled accurately. Our support team is also available to help troubleshoot more complex issues you may face.

Connect Bullhorn CRM and Microsoft Excel to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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Learn how to automate Microsoft Excel on the Zapier blog

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About Bullhorn CRM
Bullhorn 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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    About Microsoft Excel
    Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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