Create notes in Bullhorn CRM for new emails sent with Reply
Effortlessly keep track of your email communication with clients in your CRM by connecting Reply and Bullhorn. With this workflow, every time you send a new message through the Reply app, a note will be created in the Bullhorn CRM, ensuring all relevant information is up-to-date in one centralized location. Stay organized and improve your client relationships with this seamless automation.
Effortlessly keep track of your email communication with clients in your CRM by connecting Reply and Bullhorn. With this workflow, every time you send a new message through the Reply app, a note will be created in the Bullhorn CRM, ensuring all relevant information is up-to-date in one centralized location. Stay organized and improve your client relationships with this seamless automation.
- When this happens...New Emails Sent
Triggers when new email sent (first step or follow-up).
- automatically do this!Create Note
Creates a new Note.
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Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
Try ItNew Link Clicked
Triggers when a person clicks your link in email.
Try ItNew Email Opened
Triggers when a person opens your email.
Try ItNew Email Replied
Triggers when a person replied.
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New Person Bounce
Triggers when an email address bounce (soft & hard).
Try ItNew Emails Sent
Triggers when new email sent (first step or follow-up).
Try ItNew Person Opt Out
Triggers when a person clicks opt out link.
Try ItProspect Finished
Triggers when a prospect finishes in terms of campaign.
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