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BambooHR + Pipedrive Integrations

Appy Pie Connect allows you to automate multiple workflows between BambooHR and Pipedrive

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 Pipedrive

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 process

Pipedrive Integrations
Pipedrive Alternatives

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Best BambooHR and Pipedrive 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 Gmail

    Pipedrive + Gmail

    Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
    When this happens...
    BambooHR Deal Matching Filter
     
    Then do this...
    Gmail Send Email
    Get more out of your Pipedrive by integrating it with Gmail. After setting this integration up, Appy Pie Connect will send an email to you or your chosen recipients via Gmail whenever a new deal is added to a certain stage on Pipedrive, ensuring that every sales deal is handled perfectly. This integration will help businesses streamline and automate repeatable business tasks, minimizing room for errors and increasing their overall efficiency.
    How This Integration Works
    • Triggers when a new deal is created on Pipedrive
    • Appy Pie Connect automatically sends an email through Gmail
    Prerequisites to setup the integration
    • A Gmail account
    • A Pipedrive account
  • BambooHR Slack

    Pipedrive + Slack

    Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
    When this happens...
    BambooHR New Deal
     
    Then do this...
    Slack Send Direct Message
    Set up this Slack – Pipedrive integration and we will watch your Pipedrive account for you. After setting up this integration, we will send a notification to the selected slack channel every time a new deal is created on Pipedrive, keeping your team informed about every Deal on your Pipedrive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How This Integration Works
    • A new deal is added to Pipedrive
    • Appy Pie Connect automatically sends a direct message to your specified Slack Channel
    What You Need
    • A Slack account
    • A Pipedrive account
  • BambooHR Slack

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

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

It's easy to connect BambooHR + Pipedrive 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

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

How BambooHR & Pipedrive 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 Pipedrive as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Pipedrive with Appy Pie Connect.

    (2 minutes)

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

Integration of BambooHR and Pipedrive

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.

    What is BambooHR?

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.

    What is Pipedrive?

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.

    Integration of BambooHR and Pipedrive

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.

    Benefits of Integration of BambooHR and Pipedrive

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.