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.
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.
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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
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.
Creates a new employee
Approve, deny, or cancel a time off request.
Updates an existing employee
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.
BambooHR is one of the most productive and cost effective HR solutions for small to medium-sized companies. It provides a wide array of HR services which includes onboarding, payroll, compliance management, time tracking, training, and etc. BambooHR also offers its users with an extensive list of integrations with other HR solutions such as Zenefits, Taleo, Workday, ADP, and etc. Agile CRM is a cloud based customer relationship management (CRM. solution which enables businesses to effectively manage their contacts, track their histories, and maintain strong relationships with customers.BambooHR and Agile CRM are two popular HR solutions which are currently used by many businesses in the United States and Canada. They both have their pros and cons but if integrated together, they will yield greater results and produce better experiences for end users.BambooHR was founded in 2010 and is headquartered in Portland, Oregon. It is a provider of cloud-based Human Resources (HR. software specifically designed for small and medium-sized companies. BambooHR is an employee self-service software that allows employees access their own information such as career history, pay stubs, time off requests, benefits enrollment, and etc. The product's features include leave management, employee onboarding, employee self-service portal, time and attendance tracking, recruiting, performance management, and analytics.BambooHR's wide range of integrations with other popular HR products include Zenefits, Taleo, Workday, ADP, Gusto, Paychex, Quickbooks Online, and more.Agile CRM is a cloud-based CRM solution which allows companies to manage their relationships with customers in an effective manner. It provides its users with an easy to use interface so that they can create customer profiles without any technical knowledge or training. It allows businesses to streamline their sales processes and increase their sales productivity. Agile CRM provides its users with customer service automation tools which allow them to improve their customer service standards and shorten the time it takes to respond to inquiries. The product's features include marketing automation tools, email management tools, social media integration tools, sales lead generation tools, mobile apps for both Android and iOS platforms, calendars integration tools, contact management tools, task management tools, and etc.Agile CRM's list of integrations with other popular business solutions include Salesforce, Zendesk, SugarCRM, MailChimp, Google Apps, Outlook Email Marketing Provider API, ServiceNow CMDB API, Web Services API for NetSuite and SAP Business Suite, Quickbooks Online API for Accounting Integration and Time & Attendance API for Workforce Management Integration.BambooHR and Agile CRM are two popular HR solutions which are typically used by small to medium-sized businesses in all industries such as healthcare industry, education industry, real estate industry, technology industry and more.
Businesses which utilize BambooHR and Agile CRM will be able to enjoy many perks because of the integration between these two HR solutions. By integrating them together, one will be able to enter data only once while creating employee records in both BambooHR and Agile CRM instead of entering the same data twice such as employee name or email address. This will save time for employees and administrators because they will not have to enter the same information twice into different systems. Another perk is that now administrators can share important events or documents with employees through email using Agile CRM since it has built in email attachments support. Also on the subject of emails, through integration of both BambooHR and Agile CRM together one would be able to see all emails sent to employees from either system in one centralized place which eliminates the need to search multiple places for the emails sent by any particular system.Another benefit of integration of BambooHR and Agile CRM is that one can add a company logo or avatar to their company profile page on Agile CRM by using BambooHR since it has built in options for uploading company logos or avatars saved on the user's computer. Other benefits include one being able to view all Agile CRM contacts from within BambooHR since it has built in integration with Agile CRM contact records or one being able to update Agile CRM contact information in BambooHR when an employee's status is changed from active to inactive.Through integration of BambooHR and Agile CRM together one would be able to export all employees' data over to Agile CRM through BambooHR when it comes time for a mass update or import employees' information from Agile CRM back into BambooHR when there is a mass update. This form of integration also means that changes made within Agile CRM will reflect on BambooHR since they are integrated together so no matter what changes are made within either system they will reflect on each other effectively saving time for administrators who have to make updates in both systems at the same time often times due to seasonal or year end type changes. Lastly through integration of both systems together one would be able to pull reports from Agile CRM into BambooHR such as account wise customer details report or top customer details report; this would be very helpful for businesses seeking to know how much revenue they are generating from each customer account or from each customer respectively.BambooHR offers many integrations with other popular HR solutions such as Zenefits, Taleo Workday ADP Paychex Quickbooks Online Gusto Paycor Swipely Qwilr Recruiterbox Insightly and more however the biggest integration that it offers is through integration with AgileCRM. Through this integration one can create leads directly within BambooHR then convert them over to accounts then create opportunities from those accounts. One can also create contacts within BambooHR then those contacts can be added over to AgileCRM as well as updating those AgileCRM contacts through the same channel back into BambooHR. This is beneficial because once a lead is created in BambooHR it will automatically be synced over to AgileCRM so if leads are deleted in either system then the other system will reflect those deletions also so no matter what happens in either system there will still be accurate information about every lead within each system.Another benefit of the integration between these two systems is that administrators can create workflows within BambooHR that will automatically sync over into AgileCRM so things like a new hire workflow where one creates a new hire within BambooHR automatically creates a new contact within AgileCRM then assigns that contact to a team then creates an opportunity for that team then sends an email inviting them to complete some training courses within BambooHR once they have been assigned an opportunity will be easier since one can simply set up a workflow within BambooHR where once someone gets hired they are automatically added into AgileCRM as a contact then assigned to a team then automatically added into a specific training class then sent an invitation via email regarding that training class through workflows administrators can save time by automating repetitive tasks like if someone leaves the company administrators can set up a workflow which automatically removes them from every account they are assigned to then removes them from every opportunity they are assigned to then removes them from every team they are assigned to then sets them as inactive within BambooHR then updates their record in AgileCRM then sends an email letting everyone know that they were removed from every account they were assigned to including any reason why they left the organization along with providing instructions on how people can reach them if they have any questions about what happened; all of this can be done within workflows which saves administrators plenty of time when it comes down to managing employees records which is important in order for organizations to run smoothly.Another benefit of utilizing workflows within these two systems is that if any changes occur within either system administrators can easily push those changes over the other system so no matter what happens in either system there will always be accurate information within both systems; this would allow administrators to manage employee records effectively without having to rely on multiple systems while hoping that all the information stays updated correctly within each individual system because if information isn't updated correctly administrators could lose track of where certain information is stored since there are multiple places that it could be stored so by creating workflows between these two systems administrators can keep track of important information more easily since everything will be stored properly without having to worry about misplacing anything due to multiple storage locations.BambooHR also has another great feature called 'Activity Feed' where administrators can post messages regarding company news or upcoming events then employees can comment on those posts; this activity feed makes it easier for administrators and employees alike since one will always know what's going on within the
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