Bullhorn CRM + Smith.ai

Create notes in Bullhorn CRM for new calls on Smith.ai

Effortlessly keep track of all your calls with this smart workflow. As soon as a new call is recorded in the Smith.ai system, a note will be instantly created in Bullhorn CRM. This streamlines your communication management process and ensures no important information is missed or lost. Enhance your customer engagement and never skip a beat in your day-to-day operations.

Effortlessly keep track of all your calls with this smart workflow. As soon as a new call is recorded in the Smith.ai system, a note will be instantly created in Bullhorn CRM. This streamlines your communication management process and ensures no important information is missed or lost. Enhance your customer engagement and never skip a beat in your day-to-day operations.

  1. When this happens...
    Smith.aiSmith.ai
    New Call

    Triggers when a new call is created.

    TriggerScheduled
  2. automatically do this!
    Bullhorn CRMBullhorn CRM
    Create Note

    Creates a new Note.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Smith.ai triggers, actions, and search

    New Call

    Triggers when a new call is created.

    Trigger
    Scheduled
    Try It
    • Campaign IDRequired

    • First NameRequired

    • Last NameRequired

    • Phone NumberRequired

    • Email Address

    • Additional Data Field 1

    • Additional Data Field 2

    • Additional Data Field 3

    Action
    Write
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • Tearsheet NameRequired

    • Person TypeRequired

    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • First Name

    • Last Name

    • NumberRequired

    • Email Address

    • What should we do?Required

    • What if they don't answer?Required

    • Language

    • When would you like us to call back?Required

    • Summary Email

    Action
    Write
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
    • Fields to LookupRequired

    Trigger
    Scheduled
    Try It
bullhorn-crm logo
bullhorn-crm logo

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.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
smithai-zapier-app-da100556 logo
smithai-zapier-app-da100556 logo

About Smith.ai

Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.
Learn more

Related categories

  • Phone & SMS