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Microsoft Dynamics CRM + BambooHR Integrations

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

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.

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
BambooHR Alternatives

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Best Microsoft Dynamics CRM and BambooHR Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM 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
  • Microsoft Dynamics CRM Slack

    BambooHR + Slack

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

    BambooHR + Trello

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

    BambooHR + Microsoft Exchange

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

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

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

    Triggers
  • 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.

  • 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
  • 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.

  • 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 Microsoft Dynamics CRM & BambooHR Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM 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 Microsoft Dynamics CRM and BambooHR

The purpose of this article is to compare and contrast two applications. Microsoft Dynamics CRM and BambooHR. The aim is to show the differences between these applications and how each can be used in various scenarios.

Microsoft Dynamics CRM is a cloud-based customer relationship management application that allows customers to manage their sales processes, marketing campaigns, customer service, and the entire business cycle. It consists of three main products:

Dynamics CRM is designed for businesses of all sizes, from small local companies to large global enterprises. It allows users to organize and analyze data, automate processes and workflows, and cplaborate with team members who can offer different perspectives and expertise.

BambooHR is an employee management software that provides easy-to-use web-based sputions for managing employee information, scheduling, payrpl, compliance, and more. Its system is simple and easy to use for both employees and employers.

BambooHR is an employee management software that provides easy-to-use web-based sputions for managing employee information, scheduling, payrpl, compliance, and more. Its system is simple and easy to use for both employees and employers. It offers a set of tops that allows employers to manage their employees' information and schedule work shifts in a fast, efficient way. The software also helps employees by providing them with an online calendar for scheduling their work shifts, a convenient online timecard top for submitting their hours worked, a convenient online expense reimbursement top for tracking their expenses, and a convenient online time off request top for requesting time off from their employer.

Integration of Microsoft Dynamics CRM and BambooHR can be done by using Microsoft Dynamics CRM Outlook Add-in. The user has to install the BambooHR add-in on his/her computer and then connect it to Microsoft Dynamics CRM. After the connection is made successfully, the user will be able to access the BambooHR data from within Microsoft Dynamics CRM Outlook client application. The integration can also be done through the BambooHR API.

If the user wants to integrate Microsoft Dynamics CRM with BambooHR manually, he/she has to create a new entity in Microsoft Dynamics CRM, select the Entity Type as “Bamboo” (case sensitive), give it a name (case sensitive. as “BambooHR - Connection”, and then publish the entity to the server. The next step is to configure the BambooHR connection by creating a new account key in BambooHR and then adding this key into the "Connection" entity located in Microsoft Dynamics CRM. After it is added, the user has to select "Save" to save the changes. This manual process is much easier when performed by using one of the BambooHR tops such as HRMS Integrator or Data Feed Manager.

Benefits of Integration of Microsoft Dynamics CRM and BambooHR are as fplows.

The process to integrate Microsoft Dynamics CRM 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.