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Hi! 

On a webpage we have an calendly embedded. 
the info we ask when planning a meeting is: 

 

Name

Email 

Phone 

 

How can i let Zapier search for a candidate in Bullhorn based on one of those when a person plans a meeting. 

I should do this from Actions → Find candidate in Bullhorn. But there i kind of get lost in how to set this up! 

 

Could someone help my with this? 

Hi there, @TFDWork! Thanks for reaching out! I can see you’re chatting with my friends in support, which is awesome.

They recommended giving this zap setup a try:

That workflow should be possible. We will need 2 multi-step Zaps for this to work.
 
1st Zap - For Creating New Profile

  1. Trigger - Invitee Created in Calendly
  2. Action - Find Candidate in Bullhorn CRM
  3. Action - Filter step ( Only Continue if no Candidate is found )
  4. Action - Create ClientContact in Bullhorn CRM 

 
2nd Zap - For Existing Profiles

  1. Trigger - Invitee Created in Calendly
  2. Action - Find Candidate in Bullhorn CRM
  3. Action - Filter step ( Only Continue if a Candidate is found )
  4. Action - Update ClientContact in Bullhorn CRM 

To learn more about the Filter step, please check this help doc: https://zapier.com/apps/filter/help#how-get-started-filters-zapier

Let us know how you’re getting along on this! The team is always happy to lend a 👋🏽. 

Hiya @TFDWork! I wanted to swing by and see if you were able to get this up and running? We’d love to know. 🤗

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