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BambooHR + Microsoft Dynamics CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between BambooHR and Microsoft Dynamics CRM

About BambooHR

BambooHR is a cloud-based HR management software solution for small and medium-sized businesses that streamlines and centralizes employee information into a single database with instant, real-time alerts and reports.

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best BambooHR and Microsoft Dynamics CRM Integrations

  • BambooHR Slack

    BambooHR + Slack

    Send a Slack channel message for new BambooHR employees Read More...
    When this happens...
    BambooHR New Employee
     
    Then do this...
    Slack Send Channel Message
    Integrate BambooHR with Slack and automatically send notifications to a Slack channel when there are new employees added to BambooHR. This Appy Pie Connect integration will post new employees added in BambooHR to a Slack channel for your convenience - it’s the easiest way to make sure you never miss an addition again.
    How This BambooHR -Slack Integration Works
    • An employee is added to BambooHR
    • Appy Pie Connect posts a Slack channel message
    What You Need
    • BambooHR account
    • Slack account
  • BambooHR Trello

    BambooHR + Trello

    Create Trello cards for new BambooHR employees Read More...
    When this happens...
    BambooHR New Employee
     
    Then do this...
    Trello Create Card
    Reduce onboarding time, get more, done and take back your week. BambooHR with Trello can manage all aspects of employee workflow including onboarding, ongoing training, performance management, and internal communications. With this integration, you can add new employees as a card in Trello to keep everyone on the team informed of what stage they're at in the onboarding process.
    How This BambooHR -Trello Integration Works
    • A new employee is added to BambooHR
    • Appy Pie Connect creates a card in Trello
    What You Need
    • BambooHR account
    • Trello account
  • BambooHR Microsoft Exchange

    BambooHR + Microsoft Exchange

    Add new BambooHR contacts to Microsoft Exchange as contacts Read More...
    When this happens...
    BambooHR New Employee
     
    Then do this...
    Microsoft Exchange Create Contact
    Integrate BambooHR with Microsoft Exchange and make your business process more efficient. This connect flow allows you to seamlessly sync up your employees in Microsoft Exchange with your employees in BambooHR, without any coding. After setting this integration up, whenever you add a new BambooHR user, Appy pie Connect will automatically create a matching user in Microsoft Exchange.
    How This BambooHR - Microsoft Exchange Integration Works
    • An employee is added to BambooHR
    • Appy Pie Connect adds that contact to Microsoft Exchange
    What You Need
    • BambooHR account
    • Microsoft Exchange account
  • BambooHR Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    BambooHR New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • BambooHR Microsoft Dynamics CRM

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    BambooHR {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect BambooHR + Microsoft Dynamics CRM in easier way

It's easy to connect BambooHR + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Report

    Triggers when a company report changes. Works best with reports sorted by a date field in descending order.

  • Get Summary of Who is Out

    Get a summary of who's out of the office on a given date

  • New Employee

    Triggers when a new employee is created.

  • New Time Off

    Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to.

  • New Time Off Request

    Triggers when a new time off request is created by an employee whose requests you're able to approve

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

    Actions
  • Create Employee

    Creates a new employee

  • Respond to Time Off Request

    Approve, deny, or cancel a time off request.

  • Update Employee

    Updates an existing employee

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How BambooHR & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose BambooHR as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate BambooHR with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Dynamics CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.