Setting up App Connect for Bullhorn
Bullhorn is the global leader in software for the staffing industry. More than 10,000 companies rely on Bullhorn’s cloud-based platform to power their staffing processes from start to finish.
RingCentral's integration with Bullhorn helps streamline communications with candidates, and helps staffing agents better support candidates through the entire recruitment pipeline by helping to manage and store communication history for all candidates.
Install the extension
If you have not already done so, begin by installing App Connect from the Chrome web store.
Setup the extension
Once the extension has been installed, follow these steps to setup and configure the extension for Bullhorn.
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While visiting a Bullhorn application page, click the quick access badge to open or bring the dialer to the foreground.
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Navigate to the Settings screen in App Connect, and find the option labeled "Bullhorn."
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Click the "Connect" button.
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A window will be opened prompting you to enter your Bullhorn username and password. Login to Bullhorn.
When you login successfully, the Chrome extension will automatically update to show you are connected to Bullhorn. If you are connected, the button next to Bullhorn will say, "logout".
And with that, you will be connected to Bullhorn and ready to begin using the integration.
Auto log with default Note Action preference setup
In Settings, there's a "Bullhorn options" entry button.
We provide four options to choose from, corresponding to the different communications that can be logged in Bullhorn via App Connect. The values you enter here will be used in two different ways:
- When logging calls automatically, these note actions will be used when creating the associated notes.
- When logging calls manually, these note actions will determine which action is selected by default in the logging screen.
Editing the enumerated list of possible note actions
As an admin, navigate inside of Bullhorn to Admin > System Settings. Then filter the list of settings for "commentActionList." There you should fine a comma-delimited list of values that determine the possible/allowed note actions.
Placeholder companies when creating contacts
Bullhorn requires that every contact be associated with a company. When logging calls for new contacts, App Connect will first look for a company called, "Placeholder company." If a company with that name is not found, one will be created. Then the contact will be associated with that company record. It is the intent that once the call is complete that an agent do one of the following:
- Edit the company called "Placeholder Company" with a more appropriate name and with additional details.
- Edit the contact to associate it with a more appropriate company stored in Bullhorn.
In this way, App Connect ensures that all contacts created by it conform to the requirements of Bullhorn so that all contact records are complete.