Refme can be integrated within Bullhorn meaning the team can have access to all of Refme's functionality without having to leave the CRM. The process is quick, and done mainly by our team - please complete the following steps to help us get the ball rolling.
Step 1. Request Bullhorn to add the Refme app to your account
Step 2. Login as a user
- Navigate to the Integration tab
- Click on the Bullhorn integration
- Authenticate with Bullhorn
Once you have authenticated your Bullhorn account you will see this message
Step 2: Grant Refme Access
The first time each user opens the Refme integration they will presented with the following page inviting them to sign in to Bullhorn to grant Refme Access to your Bullhorn Account:
This only needs to be done once, after which Refme will store the user’s details for faster access in the future.
Step X: To disconnect
To disconnect the app click the disconnect button
User Onboarding Guide
How to use Refme in Bullhorn
It's really quick and easy to work with Refme using the Bullhorn integration. View our step-by-step guild below or click here to view it in our help centre.
Step by Step guide
1. Contact Bullhorn to add Refme as an option to your account as an iframe
2. Register as an admin
Register as an admin for your company https://app.ref-me.com/admin/register
Add the Billing details and Add the users you need to have access to Refme
Billing
Users
The added users will receive an email to finalise their account.
3. Login to Bullhorn
The first time you will need to login to Refme, use the integrations TAB as per image below, REFME will show and you will need to login.
4. Request References
Request the references from here.
5. Next steps Workflow:
- Candidate receives an email
- Candidate add the referee details into the form
- Referees receive emails and/or SMS to complete the refence
- Reminders are sent based on time based settings configured by the admin
- The referees references are added to Refme and stored in Bullhorn as files
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