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.
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
It's easy to connect Agile CRM + BambooHR without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
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 an employee 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
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Creates a new employee
Approve, deny, or cancel a time off request.
Updates an existing employee
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.
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.
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.
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.