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Pipeline & Stage Management, Alerts & Notifications

Reference Contact Creation & BD Pipeline

Turns candidate references into Contact records automatically, alerts consultants to act, and surfaces pipeline status in an embedded overview app.

When a candidate provides references, Contact records are created in Bullhorn and added to a BD programme automatically. Consultants receive targeted notifications to prompt outreach while the context is fresh. An embedded overview app shows what has been captured, what has been contacted, and what has converted, keeping the BD pipeline visible without manual reporting.

Works on
Candidates, Contacts
Platform
Bullhorn and Invenias
Complexity
Complex
Firm type
All firms
Includes
An embedded app in your CRM

Every automation is adapted to your rules and run by our team.