CASE STUDY

Medix Integrates
HubSpot and Bullhorn,
Boosting Efficiency and
Streamlining Operations

When Medix’s fragmented technology systems were creating inefficiencies and preventing staff from focusing on strategic priorities, they turned to New Breed for a solution. Through system integration and comprehensive team training, New Breed helped streamline their operations, eliminating manual busywork and empowering employees to dedicate more time to high-value strategic initiatives.

Medix, a staffing agency with over 20 years of experience, focuses on delivering flexible, cost-effective staffing solutions across healthcare, life sciences, and technology. Medix has successfully impacted over 120,000 clients and professionals, providing a range of staffing services that meet the evolving demands of these sectors.

CHALLENGES

Disjointed Tech Stack Leads to Inefficiencies

Medix faced significant challenges in managing their tech stack, which hindered productivity and operational efficiency. Key issues included:

Fragmented Tech Stack

Medix's Applicant Tracking System (ATS), Bullhorn, was not integrated with HubSpot, creating data silos and inefficiencies. In order to foster seamless workflows, they needed to integrate the two platforms but required technical expertise to execute this project.

Manual Processes

Frequent manual data entry tasks reduced focus on strategic activities, inhibiting the team from spending time on high-value tasks.

Tech Stack Fatigue

Sales team productivity suffered due to the complexity of navigating multiple systems, impacting overall efficiency.

HubSpot Products Used

Sales Hub Enterprise

SOLUTION

Breaking Down Tech Silos to Enhance Productivity

New Breed delivered a custom integration that connected HubSpot and Bullhorn, improving Medix's ability to manage workflows and collaborate across teams.

Integration Blueprint and Custom Configuration

New Breed created an integration plan for real-time data synchronization between HubSpot and Bullhorn, enabling cross-functional collaboration and reducing data silos.

Pilot Program and Training

It was imperative for Medix’s employees to be adequately trained for better user adoption. A pilot rollout with 15 users, coupled with hands-on training, ensured a smooth transition to the new system.

Custom UI Enhancements

Tailored workflows and a CRM Extension within HubSpot automated Job Order creation in Bullhorn and displayed recruiter activities within HubSpot, enabling faster access to essential information.

RESULTS

From Tech Hurdles to Operational Excellence

The HubSpot and Bullhorn integration delivered measurable improvements:

Operational Efficiency

Automated data processes reduced manual tasks, allowing the team to focus on their core roles.

Streamlined Tech Usage

Consolidating tools simplified the sales cycle and improved overall productivity.

Data Insights

Enhanced reporting enabled timely analysis of recruiting activities, leading to better-informed decisions.

Thanks to New Breed's know-how in HubSpot solutions, custom integrations, and the staffing and recruitment space, Medix was able to tackle their operational hurdles, simplify their tech stack, and boost efficiency across the board. The pilot program was a win, and the tailored setup set them up for lasting success—proving just how powerful a smart integration strategy can be.

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Medix Integrates HubSpot and Bullhorn, Boosting Efficiency and Streamlining Operations