Configuring the Zoom Phone for Bullhorn integration

Bullhorn provides a robust platform designed to assist staffing and recruiting agencies in optimizing their operations, effectively managing candidate and client relationships, and improving overall workflow efficiency.

Elevate your Bullhorn experience and streamline your processes by incorporating the Zoom Phone integration. With the Zoom Phone Bullhorn Integration, users gain direct access to Zoom Phone functionality within the Bullhorn app. This integration offers agents a more seamless user experience, delivering the following benefits:

• Boosts recruiters' efficiency through a unified experience.
• Minimizes post-call tasks for recruiters by automatically synchronizing customer data and interaction history.

Note: If you are a user, you can follow those guidelines to start using the integration.

This article covers:

• How to install and set up the Zoom Phone for Bullhorn app
  • Preliminaries before installing the Zoom Phone for Bullhorn app
  • Install the Zoom Phone for Bullhorn app from Zoom Marketplace
  • Enable missed call logging
  • Enable SMS logging
• How to uninstall the Zoom phone for Bullhorn Chrome extension
• How to uninstall the Zoom Phone for Bullhorn app from Zoom Marketplace

Prerequisites for setting up Zoom Phone for Bullhorn Integration

• Pro, Business, or Enterprise account
• Account owner or admin with privileges
• Zoom Phone license
• Zoom Phone configured
• Chrome browser with the Zoom Phone For Bullhorn Extension application added
• Automatic Calling from Third-Party Application must be enabled by an admin for the integration to work
• Reach out to Bullhorn to get the credentials noted in this section before proceeding.

How to install and set up the Zoom Phone for Bullhorn app

Preliminaries before installing the Zoom Phone for Bullhorn app

The following Bullhorn credentials are required to set up the integration:

• Admin username
• OAuth client ID
• OAuth client secret

If you don’t have these credentials, you can reach out to Bullhorn Support by providing the following information:

Note: It’s crucial for you to have your credentials ready since Zoom cannot access them on your behalf.

• Subject Line: Marketplace Partner Integration Request: Zoom
• Body:
  I am currently collaborating with a Marketplace partner, Zoom, and I intend to activate their integration within my Bullhorn instance. Could you kindly provide me with the information below so that I may proceed to configure the Zoom Phone for Bullhorn integration?
  • Admin username
  • OAuth Client id
  • OAuth Client secret

Install the Zoom Phone for Bullhorn app from Zoom Marketplace

1. Install the Zoom Phone for Bullhorn app for your account from the Zoom App Marketplace.
   The app will be added.
2. Scroll to the bottom of the page of the app, then click Configure.
3. In the Admin Settings window, enter the Bullhorn credentials for:
   1. Admin username
   2. OAuth Client ID
   3. OAuth Client secret
4. Click Save.
5. In the Confirmation window, click Confirm, to confirm the connection between your Bullhorn and Zoom accounts.
   A notification screen will display to let you know you’re successfully logged in to Bullhorn.
6. Install the Zoom Phone for Bullhorn Chrome Extension from the Chrome web store for Zoom Phone users.

Enable missed call logging

1. Sign in to the Zoom App Marketplace.
2. At the top of the page, search for and find the Zoom Phone For Bullhorn app.
3. Scroll to the bottom of the page of the app, then click Configure.
4. In the Manage missed call settings, click the Log missed calls in Bullhorn toggle to enable it.
   Note: The default setting is disabled.

Enable SMS logging

1. Sign in to the Zoom App Marketplace.
2. At the top of the page, search for and find the Zoom Phone For Bullhorn app.
3. Scroll to the bottom of the page of the app, then click Configure.
4. In the Manage SMS Logging section, click the Auto Log SMS into Bullhorn toggle to enable it.
   When enabled, you can start logging SMS messages.
5. Choose your logging preferences:
   
   • Log as individual Message: When SMS logging is enabled, you can choose to log each SMS message separately. This means every outbound and inbound SMS will be recorded individually for the Bullhorn entity.
   • Log 24-Hour Conversation: If you prefer to log messages as part of a conversation, you can select the Log 24-Hour Conversation option. With this setting, all SMS messages exchanged within a 24-hour period will be grouped and logged under a single title formatted as SMS Log mm/dd/yyyy.

How to uninstall the Zoom phone for Bullhorn Chrome extension

You can follow the Google documentation to uninstall the Chrome extension.

How to uninstall the Zoom Phone for Bullhorn app from Zoom Marketplace

To remove the integration between Zoom Phone and Bullhorn, follow this article.