Integrate Agile CRM with BambooHR

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

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

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.

Want to explore Agile CRM + BambooHR quick connects for faster integration? Here’s our list of the best Agile CRM + BambooHR quick connects.

Explore quick connects

Looking for the BambooHR Alternatives? Here is the list of top BambooHR Alternatives

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  • People HR Integration People HR
  • VIVAHR Integration VIVAHR
  • Workday Integration Workday
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Connect Agile CRM + BambooHR in easier way

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

  • Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • 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 Employee Instant

    Triggers when an employee 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 Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • 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 Agile CRM & BambooHR Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick BambooHR as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to BambooHR.

    (2 minutes)

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

Integration of Agile CRM and BambooHR

What is Agile CRM?

Agile CRM is an enterprise software spution to support sales and marketing teams by having a more accurate and comprehensive view of all the data. This software is designed with ease in use, data agility, and scalability in mind.

What is BambooHR?

BambooHR is software that gives you all the tops needed to create and manage your employee, payrpl, and benefits information. It is cloud-based software which runs on Salesforce.com platform and not only offers easy HR management but also delivers a superior customer experience by providing a complete overview of the employees' information.

Integration of Agile CRM and BambooHR

Agile CRM can be integrated with BambooHR easily. It provides a unique platform for companies to manage their human resources in real-time. Both systems are integrated with an interface where data can be entered from one system and will appear in the other. With this integration, users do not have to waste time manually transferring data from one system to another. This will save users enormous amount of time when managing their staff or client information.

Benefits of Integration of Agile CRM and BambooHR

The combination of these two systems provides better user experience for both the customer and employee. The integration helps to improve business processes, increase productivity, and reduces cost and risk. It also allows companies to focus on the core activities of managing sales leads, nurturing them, converting them into revenue, and managing marketing campaigns.

The process to integrate Agile 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm