Dialpad + Bullhorn
    • 15 May 2024
    • 6 Minutes to read
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    Dialpad + Bullhorn

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    Article Summary

    The Dialpad-Bullhorn integration streamlines HR and sales tasks by allowing seamless management of Bullhorn candidates and leads within Dialpad. Inbound calls trigger Bullhorn to display complete contact details, providing recruiters with a comprehensive view of the caller, and allowing them to enhance candidate and customer experiences.

    Important call details, such as inbound/outbound status, caller name, call notes, transcript links, and more, are visible in Bullhorn activities. This ensures that your teams never miss a crucial interaction. The icing on the cake? Your Dialpad and Bullhorn data sync automatically across all devices.

    Let's dive into the details.

    This integration is currently in an Early Adopter Program and is not yet available to all Users.

    To use the Dialpad + Bullhorn integration your company must already use Bullhorn CRM.

    Complete this signup form if you’d like to join our Early Adopter Program.

    Enable Bullhorn

    First, the Bullhorn integration must be enabled for your company. 

    Head to your Company Settings from Dialpad.com 

    1. Navigate to Integrations
    2. Navigate to Bullhorn
    3. Select Options 
    4. Select Manage Settings
    5. Select Enable this feature 
    6. Select Save

    Configure Bullhorn

    Once the Bullhorn integration is enabled, it's time to configure your settings. 

    These settings can be enabled for the entire company, or per office.

    Register Bullhorn Information

    To confirm your Bullhorn account company-wide, must register your Bullhorn Client information.

    Head to your Company Settings from Dialpad.com

    1. Navigate to Integrations
    2. Navigate to Bullhorn
    3. Select Options 

    4. Select Manage Settings
    5. Navigate to Bullhorn API User Information
    6. Enter your Bullhorn API username
    7. Enter your Bullhorn API password
      1. These credentials are separate from your normal Bullhorn login credentials; you'll need to create a new user account for Dialpad. The Bullhorn team will assist you in creating this account.
    8. Select Save 

    You'll then be taken back to the Integrations page. 

    Mapping Users

    Once you have successfully authenticated your Bullhorn account, its time to map users. 

    From the Integrations page:

    1. Navigate to Bullhorn
    2. Select Options 
    3. Select Reconnect

    Next, you'll be taken to the User mapping page, which displays your team members with a Bullhorn account.

    Dialpad will automatically match these accounts to their respective Dialpad accounts using their email addresses. 

    If any accounts need to be added, enter their email addresses in the Dialpad Users columns to find the correct account. You can also select the pencil button to modify pre-defined mapping.

    Based on their mapping, users can access Bullhorn details from the right-hand sidebar of the Dialpad app. 

    If a user is inactive and selects the Bullhorn widget, they'll be instructed to contact their Bullhorn admin to connect to Bullhorn.

    To re-fetch your Bullhorn accounts, select Refresh List. 

    You can also bulk-update users by selecting Activate all or Deactivate all. 

    Set Company-wide settings

    To set company-wide settings, head to your Admin Settings from Dialpad.com

    1. Select My Company
    2. Select Integrations
    3. Navigate to Bullhorn
    4. Select Options
    5. Select Manage Settings
    6. Select Call Logging
    7. Check the box beside Log calls as activities 
      1. If you'd like to log your Dialpad Ai activities, be sure to check the box beside Log Ai-generated data to Bullhorn
    8. Navigate to Settings
    9. Select the Server Cluster number 
    10. Select Save

    To configure the Bullhorn integration, a Server Cluster Name must be set. If you are unsure of your Server Cluster Number, please get in touch with the Bullhorn Customer Support Team.

    If you’d like to use a new browser tab for incoming calls (screen pop), check the Use to launch a new browser tab for incoming calls checkbox on the Company Integrations page. 

    Set Office-specific settings

    To set Bullhorn settings specific to an individual office, head to your Admin Settings from Dialpad.com

    1. Select the desired office
    2. Select Integrations
    3. Navigate to Bullhorn
    4. Select Options
    5. Select Manage Settings
    6. Select Customize for this office
    7. Navigate to Call Logging
      1. Select the desired preference
    8. Navigate to Settings
      1. Select the Server Cluster number
    9. Select Save 

    Bullhorn contact matching

    Bullhorn contacts are matched using the Dialpad contact’s primary email, name, and primary phone number.

    When matched, you’ll see the contact details in the Bullhorn widget on the right-hand sidebar of the Dialpad app. You’ll also see the 5 most recent open tasks, and 5 most recent calls. 

    Contacts can be matched at any time, whether you're on an active call or not.

    To connect a contact during an active call, open the Bullhorn widget during the call. 

    1. Enter the name into the search bar 
      • If the name, email, or phone number matches a Bullhorn record, each record will appear as a potential match 
    2. Choose the desired contact
    3. Select Connect

    To connect a Bullhorn record to a Dialpad contact at any time, simply open the Bullhorn widget on the right-hand sidebar, enter their name into the search bar, and follow the prompts. 

    Need to rematch a contact? Open the Bullhorn widget, select the 3 dot options menu, and select Rematch. 

    Create new Bullhorn record

    Three different Bullhorn entity types can be created within Dialpad:

    • Candidate
    • Contact
    • Lead

    New records can be created at any time, including during an active call. 

    To create a new Bullhorn record:

    1. Open the Bullhorn widget on the right-hand sidebar
    2. Select Create new
    3. Choose the record type
    4. Enter the record details
      • All fields are mandatory
      • If you want to change record type, click 'Change' and choose the record type from the drop down

    Create a Bullhorn task

    Use Bullhorn tasks to remind yourself (or someone else!) of anything you don't want to forget, such as creating reminders to follow up with a lead or a contact. Tasks can be created at any time (even during an active call) and allow you to track these specific actions and ensure you never miss out on an opportunity. 

    To create a Bullhorn task:

    1. Open the Bullhorn widget
    2. Select the 3 dot options menu in the widget header
    3. Select Create task
    4. Enter the task details, priority, and due date
    5. Select Save

    The task will now display in the Open Tasks section of the Bullhorn widget.

    Up to 5 open tasks will display in the widget. If you have additional tasks associated with the contact/record, click View all to open Bullhorn and review all tasks. 

    Live call notes

    Capture important details and save time by adding notes during live calls, ensuring accurate information and facilitating effective communication within your team. For easy post-call usage, find your Notes in the Bullhorn widget.

    To take a note during a live call:

    1. Click the contact/caller's name to open the right-hand app sidebar
    2. Open the Bullhorn widget
    3. Enter the note details bullhorn
    4. Select Save

    Notes are autosaved after 30 minutes, and can be finished  during the call, or after it ends.

    Dialpad D=data in Bullhorn CRM

    Easily view your notes, tasks, and call summary within Bullhorn. 

    Select the Record's details within Bullhorn and on the overview page you'll see any outstanding tasks. 

    In the Notes tab, you'll find the Dialpad Call Summary, the call recording link, and any notes taken in Dialpad. 

    The following Dialpad metadata is available for both individual calls, and Contact Center calls.

    • Call Date and Time: The date and time the call was made
    • Call Direction: Incoming call / Outgoing call
    • Call Duration: The duration of the call in seconds
    • From: The caller (customer who has called the Dialpad contact center)
    • To: Agent who has answered the customer call
    • Caller Number: Caller's (customer) number
    • Callee Number: Call center Agent's phone number
    • Recording URL: Call recording URL
    • Call Summary: Link to the conversation between agent and customer

    For Contact Center calls, you'll also see the following details:

    • Contact Center Number: The Contact Center telephone number the caller (outside customer) dialed 
    • Contact Center Name: Name of the Contact Center 
    • Call Disposition: Disposition added by the Agent 
    • Disposition Notes: Disposition notes added by the Agent

    For Department calls, you'll also see the following details:

    • Department Number: The Department telephone number that the caller (outside customer) dialed 
    • Department Name: Name of the Dialpad Department

    For Coaching Team calls, you'll also see the following details:

    • Coaching Teams Name: Name of the coaching team
    • Call Disposition:  Disposition added by the agent 
    • Disposition Notes: Disposition notes added by the agent

    Frequently Asked Questions

    Are shared line voicemails logged?

    No, voicemails (for inbound missed calls) left for a shared line (Contact Center, Department) are not logged.

    Are SMSs logged?

    Not currently, but this feature is coming soon.

    How can I sign up for this Early Adopter Program?

    Fill out this signup form if you’d like to join our Early Adopter Program.

    Where can I give feedback?

    We want to hear all about your experiences, the good and the bad! Please send feedback to [email protected]

    What if I don't know my Server Cluster Number?

    If you don't know your Server Cluster Number, please reach out to the Bullhorn Customer Support Team.

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