¶ Bullhorn Configuration
Bullhorn uses OAuth authentication. A user who wants to use Bullhorn REST API needs the OAuth key provided by the Bullhorn Team.
REST API Bullhorn customers can obtain OAuth keys for developing applications with the Bullhorn REST API by creating a support ticket via the Bullhorn Resource Center.
When a user creates a ticket, he/she needs to ask for the “Refresh Token” option in order to use the Bullhorn CRM integration service.
NOTE: Before using REST API for the first time, a user needs to accept the Terms of Service. This has to be done manually. User should copy and paste the following URL in a web browser and click the 'Agree' button:
After accepting the Terms of Service, he/she should be able to successfully use API through gloCOM.
¶ CRM Integration Service
Configure the CRM Integration Service with the following options:
Pressing the toggle button will enable or disable the service.
(E.g. On/Off)
- CRM Type
Select one of the CRM services supported by PBXware.
(E.g. Bullhorn)
- Client ID
ID of a Client. 'Client ID' is provided by the Bullhorn Team.
- Client Secret
Secret of a Client. 'Client Secret' is provided by the Bullhorn Team.
- Client Hostname
Client Hostname is the first part of a URL seen when logged in the Bullhorn web interface.
'Client Hostname' is the hostname of a user's Bullhorn CRM account.
Additionally, the 'Save to enable' button will appear which indicates that a user has to populate all fields on the page and 'Save' settings.
After populating all fields and saving the settings, the 'Test' button will appear.
Upon clicking the button, users will be prompted to a different pop-up window where they can enter the CRM account information in order to test the configuration.
- Username:
Provide the CRM account's username.
([a-z][0-9])
- Password:
Provide the CRM account's password.
([a-z][0-9])
- Caller ID:
Caller ID to search for a customer (optional).
([a-z][0-9])
- Log Call:
Setting 'Log call' to 'Yes' will create a log inside CRM.
(E.g. Yes/No)
(Options button)
After providing all the necessary information, press 'Run' and the CRM Integration test will be started.
¶ Log Options
Users can enable the CRM default log options that each gloCOM instance is going to use. In addition, each gloCOM instance can set its own log options if needed.
The default log options are:
- Log inbound calls
(E.g. Yes/No/Not Set)
(Options button)
- Log outbound calls
(E.g. Yes/No/Not Set)
(Options button)
- Log answered calls
(E.g. Yes/No/Not Set)
(Options button)
- Log unanswered calls
(E.g. Yes/No/Not Set)
(Options button)
- Upload recordings
(E.g. Yes/No/Not Set)
(Options button)
¶ gloCOM Configuration
Each gloCOM user should set his/her Bullhorn CRM username/password details.
¶ Call Logs
gloCOM can log details about calls which will be inserted in the Bullhorn CRM.
To see the entire phone calls list, please do the following:
- Navigate to 'Menu' > 'Tasks' > 'Type' (check “Phone call” and click “Filter”).
Phone calls for 'Contacts' are saved in their 'Notes'.