For staffing agencies working in Bullhorn: candidates, client contacts and companies recognised on the call, the record or Add Note page opened on answer, and notes filed by action type.
Highlights
- Candidates, client contacts and companies recognised
- On answer: the record or the Add Note page, your choice
- Notes filed by configurable action type
- Chats and texts logged
- OAuth connection, no intermediary
Bullhorn is an ATS and CRM built for staffing and recruitment agencies. The same number can belong to a candidate, a client contact or a company, and the recruiter needs to know which before answering: you don’t talk to a candidate waiting on an offer the way you talk to a client with an open role.
Our native template looks the caller up across all three record types while the phone rings. On answer, you choose what opens: the person’s record, or straight to the Add Note page to document the call while it happens. Notes are created with the action type you configure, which keeps your Bullhorn activity reports consistent. An unknown caller can be added from the 3CX client.
You upload the template to your 3CX and it connects to the Bullhorn API over OAuth, without an intermediary. There is nothing else to host.
- Candidates, client contacts and companies
- On answer: the record or the Add Note page
- Notes with configurable action types
- Record creation from the 3CX client
- Chats and texts logged, with 3CX AI analysis when enabled
Frequently asked questions
Can we choose the note action type?
Yes. The action type for call notes is configurable, so it follows your Bullhorn conventions.
Does our data go through a third-party server?
No. The template runs in your 3CX and connects directly to Bullhorn over OAuth. You need 3CX V20 Pro or AI with CRM integration enabled.
