Create clientcontacts in Bullhorn CRM for new rows in Microsoft Excel
When a new row is added in Microsoft Excel, this workflow instantly creates a corresponding ClientContact in the Bullhorn CRM app. It simplifies the process of data transfer and eliminates the need for manual input. Perfect for businesses that want to streamline their customer relationship management system, it ensures that all the necessary information from Excel will be readily available in your Bullhorn CRM.
When a new row is added in Microsoft Excel, this workflow instantly creates a corresponding ClientContact in the Bullhorn CRM app. It simplifies the process of data transfer and eliminates the need for manual input. Perfect for businesses that want to streamline their customer relationship management system, it ensures that all the necessary information from Excel will be readily available in your Bullhorn CRM.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create ClientContact
Creates a new ClientContact.
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Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id