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.
Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales processPipedrive Integrations
BambooHR + Microsoft ExchangeAdd new BambooHR contacts to Microsoft Exchange as contacts Read More...
Pipedrive + GmailSend Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
Pipedrive + SlackReceive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
It's easy to connect BambooHR + Pipedrive without coding knowledge. Start creating your own business flow.
Triggers when a company report changes. Works best with reports sorted by a date field in descending order.
Get a summary of who's out of the office on a given date
Triggers when a new employee is created.
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.
Triggers when a new time off request is created by an employee whose requests you're able to approve
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
Creates a new employee
Approve, deny, or cancel a time off request.
Updates an existing employee
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing person.
Several software companies provide tools for customer relationship management (CRM. to help businesses manage their customer data. One such company is BambooHR, whose fundamentals are described in the following section.
BambooHR is a web-based application that helps businesses manage their employees and clientele. BambooHR helps manage employee time sheets, payroll, hiring, onboarding, performance reviews, employee files, and other HR functions. The product also integrates with over 400 third-party apps to streamline employee and client workflows. BambooHR’s cloud-based platform allows organizations to manage their information remotely and securely.
Pipedrive is a sales management tool designed to replace an organization’s CRM. Pipedrive is cloud-based and can be accessed through multiple devices. The software provides a solution to sales, marketing, and support teams by managing their pipeline of leads. Pipedrive has various features to track progress against goals, including lead tracking, pipeline management, lead scoring, email tracking, reporting, and a built-in CRM.
BambooHR integrates with several third-party apps, making it easy for clients to connect their CRM and other business systems. This integration includes Amazon Web Services (AWS), Google Apps, Salesforce, Dropbox, Zapier, Zendesk, MailChimp, Xero, and more. The integration between BambooHR and Pipedrive helps improve business processes by streamlining the sharing of information between employees.
In addition to integration with other apps, BambooHR offers app extensions that allow users to add functionality to the core product. App extensions include products such as a vacation request manager and a time off request manager. Both of these extensions are designed to easily integrate with the core product.
The integration of BambooHR and Pipedrive provides several benefits to both companies and their clients. Clients benefit from increased efficiency because they can now use one system for all of their HR needs. For example, an organization that uses BambooHR can now access a time off request feature from the same system that manages time sheets and payroll data. Organizations save money by integrating their CRM into one system rather than having separate systems for each function. In addition to efficiency, BambooHR and Pipedrive integration creates better customer service because employees can access client information from one platform. As an example, if an employee receives a question from a client via email, the employee can search through the CRM for contact information or email history without leaving the platform. The integration also makes it easier for employees to share information about customers because they can access all relevant information through the CRM instead of logging into multiple systems for various tasks.
The process to integrate BambooHR and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.