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Customerly + BambooHR Integrations

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

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

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.

BambooHR Integrations
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Best Customerly and BambooHR Integrations

  • Customerly Slack

    BambooHR + Slack

    Send a Slack channel message for new BambooHR employees Read More...
    When this happens...
    Customerly 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
  • Customerly Trello

    BambooHR + Trello

    Create Trello cards for new BambooHR employees Read More...
    When this happens...
    Customerly 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
  • Customerly Microsoft Exchange

    BambooHR + Microsoft Exchange

    Add new BambooHR contacts to Microsoft Exchange as contacts Read More...
    When this happens...
    Customerly 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
  • Customerly Microsoft Exchange

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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

How Customerly & BambooHR Integrations Work

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

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Select BambooHR as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of Customerly and BambooHR

In this paper I will be describing how Customerly and BambooHR integrate together to benefit your business. The two companies are successful in their own right with the help of each other. Customerly is a software as a service (SaaS. provider that enables businesses to connect their customer relationship management system (CRM. with their human resources (HR. system. BambooHR is an HR software for small and medium businesses that assist in automated payrpl, time tracking, performance reviews, and onboarding.

Integration of Customerly and BambooHR

When integrating Customerly and BambooHR there are two components that must be tied together. The first component is the Customerly integration component which ties Customerly to your CRM. The other component is the BambooHR integration component which ties BambooHR to your CRM. The fplowing diagram shows how both components are integrated to the CRM allowing you to connect your customers with employees:

Benefits of Integration of Customerly and BambooHR

The benefits of integrating Customerly and BambooHR are numerous. For one thing, integrating these two applications allows for a seamless process when entering information into one application. If you have ever had to enter data from one application into another you know how frustrating it can be. Second, integrations allow for real-time visibility into your business. Finally, integration saves time by allowing you to complete tasks more quickly.

Customerly and BambooHR integration provide many benefits to your company. With the integration of these two applications, you will be able to save time, perform tasks more efficiently, and have better visibility into your business. If you would like to learn more about these products or request a demo please visit our website at www.customerly.com or www.bamboohr.com

The process to integrate Customerly and BambooHR may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.