We use Gravity Forms to collect details from users on our website (i.e. e-news subscribers, lead capture for downloadable resources, etc.). I was hoping to use a Zap to send this information from the Gravity Forms directly into our CRM/ATS, Bullhorn. However, some of these users will already have an existing record in Bullhorn, in which case I do not want it to create a duplicate record, but instead to identify the existing record (based on email) and update it with the new information. There is no Create/Update step for Bullhorn in the Zap, how can I accomplish this?
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+14- Zapier Expert
- 31487 replies
Hi
Try this Zap configuration…
Use the Find Candidate search step then Paths: https://zapier.com/apps/paths/integrations
Logic would be…
Path A: If Found = TRUE, then Update Candidate
Path B: If Found = FALSE, then Create Candidate
- Beginner
- 3 replies
Interesting! Am I correct though that using Paths would require us to upgrade to a Professional plan?
+14- Zapier Expert
- 31487 replies
Yes, Paths would require a Zapier paid plan of a certain tier.
And sorry, I mixed up Update Candidate with Update ClientContact.
So, looks like that action is not available via their Zapier integration.
+14- Zapier Expert
- 31487 replies
Were you able to get this squared away based on the previous suggestions?
Please let us know, thanks.
- Beginner
- 3 replies
No, unfortunately the Zapier > Bullhorn integration does not offer the functionality we need andwe are now pursuing other options instead of Zapier.
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