Dialpad + Bullhorn

Dialpad's native integration with Bullhorn streamlines recruiting, sales, and HCM workflows. This powerful connection allows your teams to manage all Bullhorn record types, such as candidates, contacts, and leads, directly within the Dialpad app, improving efficiency and data accuracy.

When a call comes in, the integration automatically displays the caller's complete Bullhorn profile or all records in the case of multiple matches. This instant access to candidate and customer details empowers your team to deliver personalized experiences and make every interaction more effective, with recent notes and activities displaying in the sidebar itself

After the call, all critical details—including call status, caller name, notes, and a link to the call transcript—are automatically logged as an activity in Bullhorn. This ensures that your team always has a complete record of every conversation. The best part? Your Dialpad and Bullhorn data stay perfectly in sync across all devices, so your team can work seamlessly from anywhere.

Additionally, Dialpad supports integrations with multiple instances of Bullhorn, ensuring that international, franchise, or multi-branded staffing agencies are supported across a variety of scenarios where a single Dialpad account needs to be connected to multiple instances of Bullhorn.

Who can use this

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

Enable Bullhorn

To enable Bullhorn, go to your My Company settings.

1. Select Integrations

2. Navigate to Bullhorn

3. Select Options > Manage Settings

4. Go to Enablement and select Enable this feature

5. Select Save changes

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.

Note

One Dialpad account can connect to multiple instances of Bullhorn and their child instances. This integration allows for one Dialpad user to be mapped to one Bullhorn seat. We don’t support multiple Bullhorn seats mapping to the same Dialpad user.

Register Bullhorn Information

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

Head to your My Company settings.

1. Select Integrations

2. Navigate to Bullhorn and select Options > Manage Settings

3. Navigate to Bullhorn API User Information and enter your

   • Bullhorn API username

   • Bullhorn API password

   Note

   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.

4. Select Save changes

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

Mapping users

Once you have successfully authenticated your Bullhorn account, it’s time to map users.

Head to your My Company settings.

1. Select Integrations

2. Navigate to Bullhorn and select Options > Reconnect

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 My Company settings

1. Select Integrations

2. Navigate to Bullhorn and select Options > Manage Settings

3. Select Call Logging and select Log calls as activities

   Note

   To log your Dialpad Ai activities, select Log Ai-generated data to Bullhorn

4. Select Save changes

Tip

If you want to use a new browser tab for incoming calls (screen pop), select Use to launch a new browser tab for incoming calls on the Company Integrations page.

Set Office-specific settings

To set Bullhorn settings specific to an individual office, go to your Dialpad Admin Settings.

1. Select the desired office and select Integrations

2. Navigate to Bullhorn and select Options > Manage Settings

3. Select Customize for this office

4. Navigate to Call Logging and select the desired preference(s)

5. Select Save changes

Bullhorn contact matching

Bullhorn contacts are matched to your Dialpad Company Contacts based on the contact’s primary email, name and phone number.

Bullhorn supports three types of records: a contact, lead, or candidate. If no record is available, you will have to create a new record for Dialpad data to sync with Bullhorn.

Note

First-time users can export  Bullhorn contacts and import them into Dialpad via the CSV import tool, 500 records at a time.

Once the record is created, you can view it in Bullhorn by hovering over the header area and clicking on the external link icon. This will launch your Bullhorn account. Login is required if you don’t have your Bullhorn account open on your desktop.

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 the 5 most recent calls.

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

Let’s go over some common contact matching scenarios.

Connect a contact

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

Note

Bullhorn supports automatic contact matching.

Multiple contact match

If multiple Bullhorn contacts are found, your Dialpad will not automatically be matched to a Bullhorn record — you'll need to assign it to the correct one.

From the Bullhorn widget:

1. Select Create/Connect to a record

2. Select the correct contact

3. Select Connect

Rematch a contact

Need to change the matched contact? No problem!

To rematch a contact:

1. Open the Bullhorn widget

2. Select Rematch
   

3. Enter the name or phone number of the contact

4. Select Enter

5. Select the desired contact

6. Select Connect

Create a 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 and select Create new

2. Select the record type and enter the record details

   Note

   All fields are mandatory.

   If you want to change the record type, select 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 and select the Options > Create task

2. Enter the task details, priority, and due date

3. Select Save

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

Note

The widget displays up to 5 open tasks. If you have additional tasks associated with the contact/record, select View all to open Bullhorn and review all tasks.

Live call notes

Add notes during live calls to capture important details and save time. This ensures accurate information and facilitates effective communication within your team. For easy post-call usage, find your Notes in the Bullhorn widget.

To take notes during a live call:

1. Select the contact/caller's name to open the right-hand app sidebar

2. Open the Bullhorn widget and enter the note details in Bullhorn

3. Select Save

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

Set Bullhorn default status option

You can enable Bullhorn to create a default status when creating a record for a contact, candidate, or lead. Every time one of these records is created in the Bullhorn integration on Dialpad, the status field is pre-loaded with the chosen default status.

To add a default status to a record, navigate to a conversation thread in Dialpad:

1. Open the Bullhorn integration and select Create

2. Choose one of the options:

   • Contact

   • Candidate

   • Lead

3. In the details, select Default new [record] to this status checkbox

4. Fill in the rest of the details and select Create

Supported Ai Fields

Dialpad Ai tracks recaps, action items, call tags, and outcomes, so follow-ups aren’t missed. If you use Ai CSAT or Ai Playbooks, you’ll also see agents’ performance and CSAT scores.

Let's look at which Ai features are logged to and supported in Bullhorn.

Dialpad Data in Bullhorn CRM

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

Select the Record's details within Bullhorn. 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.

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

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

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

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 SMS's logged?

Not currently, but this feature is coming soon.