Marketing / CRM Integration
Seamless Data Flow Between Recruitment and Business Development CRMs
Recruitment teams rely on Bullhorn or Invenias, while business development, marketing, and sales teams often use general-purpose CRMs like HubSpot, Microsoft Dynamics, or Salesforce. Without proper integration, these systems operate in silos, leading to misaligned data, manual data entry, and lost business opportunities.
Our Marketing / CRM Integration enables seamless, automated data flow between recruitment and business development CRMs, ensuring that recruiters, sales, and marketing teams work with accurate, up-to-date information. This improves pipeline visibility, client engagement, and business growth—without duplicating effort.
Automated Data Sync Between ATS & CRM
Ensure real-time updates between Bullhorn or Invenias and your business development CRM (HubSpot, Salesforce, Microsoft Dynamics, etc.). This eliminates manual data entry and ensures:
New clients added in Bullhorn/Invenias appear in your CRM for marketing and sales teams.
Job placements or candidate interactions update the business development pipeline automatically.
Client communications and activities are logged consistently across both systems
Sales & Marketing Visibility into Recruitment Activity
Give sales and marketing teams full visibility into recruitment activity without needing direct access to the ATS. This enables:
Sales teams to see when a client makes a placement, helping them follow up for future hiring needs.
Marketing teams to trigger campaigns based on hiring milestones (e.g., sending insights when a company hires multiple candidates).
Automated Client & Prospect Nurturing
Trigger automated workflows in HubSpot, Salesforce, or Microsoft Dynamics based on recruitment activities in Bullhorn or Invenias, such as:
A new client signs up, automatically adding them to a welcome/onboarding campaign.
A client’s hiring activity slows down, prompting a re-engagement campaign.
Streamlined Business Development & Account Management
Ensure seamless collaboration between recruiters and business development teams by automating updates between ATS and CRM. Examples include:
Opportunities and revenue data syncing between platforms, ensuring accurate reporting.
Automated notifications for recruiters and sales teams when key client milestones occur.
Better tracking of hiring trends within existing client accounts.
Custom Integration & Workflow Automation
Adapt the integration to match your business processes with custom workflows and field mapping between Bullhorn/Invenias and your CRM.
This ensures that:
Only relevant data is shared between systems.
Automations trigger based on specific business needs rather than generic data syncs.
Your CRM remains a central source of truth for business development and marketing.
Compliance & Data Governance
Ensure GDPR, CCPA, and other compliance standards are upheld by managing:
Data access controls between recruitment and sales/marketing teams.
Opt-in preferences and communication tracking across both platforms.
TESTIMONIALS
Trusted by Industry Leaders
Exenai has been there for us since the beginning, offering support, innovation and guidance. Thanks to them, we've been able to focus on growing our business and quickly analysing and automating processes that were holding us back. This has been a real game-changer, especially when it comes to making our compliance processes more efficient. We can't wait to keep working together and make even more great things happen!
Simon Eberherr
Contract & Compliance Manager
ZABEL
Exenai has been instrumental in supporting Meraki Capital, particularly in our work with Hamlyn Williams and the Bullhorn rollout. Thier deep Bullhorn expertise and structured approach have significantly improved operational efficiency through automation, freeing our sales team from manual tasks. Highly responsive, honest, and consistently deliver beyond expectations. More than a service provider, Exenai is a true partner committed to driving success. I highly recommend the Exenai team for both innovation and execution.
Nick Gordon
Founder
Meraki Capital
Working with Exenai has been a game-changer for our business. They have been instrumental in helping us build everything from our core systems to next-level automations that have streamlined our processes. The collaboration is simple and straightforward, making it a pleasure to work together. Their extensive industry knowledge has been invaluable, providing us with insights that have significantly benefited ZABEL. We couldn't be happier with the results!
Susi Krieg
Co-Founder & Director
ZABEL
Exenai’s unmatched ability to understand our needs and goals has enabled us to take our data capture, data quality, and reporting to the next level with efficiency-increasing notifications, custom applications, and automated bulk updates that have significantly reduced the need for manual completion of simple tasks. I look forward to seeing what our extremely collaborative partnership can accomplish together!
Suzanne Hebert
VP, Digital Transformation
Acertitude Inc.
