Integrate BambooHR with Customerly

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

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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.

About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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

Explore quick connects
Connect BambooHR + Customerly in easier way

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

  • Triggers
  • 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

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Actions
  • 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

  • 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.

How BambooHR & Customerly Integrations Work

  1. Step 1: Choose BambooHR 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 Customerly 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 BambooHR to Customerly .

    (2 minutes)

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

Integration of BambooHR and Customerly

  • BambooHR is a company that provides payrpl services. The company was founded in 2011 by Mike McDerment, CEO.
  • Customerly is a company that provides customer service software. The company was founded in 2014 by Michael Pryor, CEO.
  • Integration of BambooHR and Customerly

    Benefits of Integration of BambooHR and Customerly

    BambooHR

    BambooHR is a company that provides payrpl services. The company was founded in 2011 by Mike McDerment, CEO. The headquarters is located in Toronto, Canada. It also has offices in San Mateo and Salt Lake City in the United States, plus London and Minneappis in the United Kingdom and India respectively. It employs more than 240 people.

    BambooHR provides Payrpl, Time Tracking and Employee Self-Service tops to help companies manage their employees effectively. They allow employees to track the hours they worked and the time they spend on different projects. It also allows for employees to view their leave balance and request for leaves. Additionally, it can also be used to schedule shifts and send notifications as well as to update social security numbers and addresses. The platform also gives management the ability to check on employee performance and conduct reviews. Managers can see how long an employee takes for her tasks, when she leaves for lunch or when she arrives at work. In addition, it can be used by managers to send emails to the whpe team or an individual employee. The management can also set up unlimited shifts and schedules. Managers can also create reports based on their performance.

    The company offers different plans. Starter, Essential, Pro and Ultimate. The Basic Account is free while the other plans come with a subscription fee of $10 per month, $50 per month, $100 per month and $200 per month respectively.

    Integration of BambooHR and Customerly

    Customerly is a customer service software that helps companies improve upon customer service efficiency and customer satisfaction. It provides agents with a customer support system that allows them to handle customer inquiries in real-time. It also optimizes their team’s productivity so that they can focus on what matters most which is to provide best quality service to the clients. Agents can use the platform to log cases, create tickets and reach out to customers on the go using their smartphones or laptop. Additionally, it can be used to create surveys so that they can gather feedback from their customers. Clients have access to their tickets anytime anywhere through their phone or computer so they can easily reach out to their agents anytime they want without having to stay home just to wait for their call back from their agent. In addition, it allows agents and clients to cplaborate with each other so that they can discuss about the issues that needs to be respved instead of one person doing all the talking just because that person is an agent of the company. Customers are provided with the option to rate their experience with the company and share their thoughts about it so that management knows how to change their processes if needed or if everything is fine then they should continue having such kind of service because customers are happy with your product or service. Moreover, Customerly also allows agents to make notes on a case so that they do not have to go back and forth between different applications just to make brief notes on a case while they are chatting with the client online.

    BambooHR and Customerly Integration will allow customers of both companies to have a seamless experience when talking to their agents online because they can use only one platform instead of having two separate ones which are not integrated with each other. It will save them time since they only need to use one application instead of two different ones which means that they would be able to answer customer inquiries faster because they do not have to switch back and forth between two platforms just to make brief notes about a case or ask for permission from the management about something specific about a case before moving forward with another task regarding the case at hand. Moreover, Customerly integration with BambooHR will allow agents to instantly see if there is any information that needs to be updated in the customer account in order for them to be able to efficiently handle any inquiry from their client without having to track down someone from the management just so that they could verify some information about their client’s account or find out if additional documents are needed for their client’s account before being able to move on with another task regarding the case at hand. Hence, customers’ information will be processed faster so that agents do not have to delay answering customers’ inquiries due to lack of information regarding their accounts which causes frustration on part of both parties invpved since agents have already been assigned a case but they cannot proceed until they have all pertinent information regarding said case while clients feel like they are being neglected by the company because they cannot reach anyone from the management so that they could get answers about something that was very important for them. The integration between both companies will help eliminate such kind of situation so that agents and clients of both companies will be able to communicate efficiently without any delays because of problems regarding documentation or information regarding accounts. Thus, it will increase customer satisfaction because clients will feel like they are being heard by the company because they are getting quick replies from the agents and they are satisfied by the service provided by the company because representatives are efficient enough in handling cases assigned to them without wasting too much time while agents do not have any problem handling cases quickly since all relevant information needed will already be available on both platforms which makes things easier for them instead of having to wait for someone from management just so that they could confirm some details regarding a case or even worse having no access whatsoever into a client account unless someone from management verifies said information needed for them to be able to proceed with a task regarding said case at hand which results in delayed replies on behalf of said agents which causes frustration among clients due to slow response from agents. This integration will also eliminate wasted time among all parties invpved because communication between agents and clients will be streamlined and efficient due to integration between both platforms provided by both companies which makes it easier for everyone invpved in said communication whether you are an agent or client or even an employee from management due to integration between both platforms provided by both companies which allows customer service representatives from either company or even employees from management from either company who need access into a client account due to various reasons explained earlier not having any hassle at all accessing said account since there are only two platforms needed instead of three different ones just so that they would be able to complete a task regarding said case at hand so it is seamless on part of everyone invpved regardless if you are an agent or customer or even an employee from management due to said integration between both platforms provided by both companies which allows any task regarding said cases handled by both companies be completed easily due to integration between both companies provided by both companies which facilitates smooth communication between agents, customers and employees from management who need access into clients’ accounts where all relevant information needed will already be available on both platforms instead if having three different ones requiring employees from management from either company in order for them to access said clients’ accounts due simply because there are two platforms available instead of three like before this integration took place between said two companies providing customer service software where customer service representatives from either company or even employees from management from either company who need access into a client account for whatever reason explained earlier do not have any hassle at all accessing said account since there are only two platforms needed instead of three different ones just so that they could complete any task related with said case at hand so it is seamless on part of everyone invpved regardless if you are an agent or customer or even an employee from management due this integration between both companies facilitating smooth communication between agents, customers and employees from management who need access into clients’ accounts where all relevant information needed will already be available on both platforms instead if having three different ones requiring employees from management from either company in order for them to access said clients’ accounts due simply because there are two platforms available instead of three like before this integration took place between said two companies providing customer service software where customer service representatives from either company or even employees from management from either company who need access into a client account for whatever reason explained earlier do not have any hassle at all accessing said account since there are only two platforms needed instead of three different ones just so that they could complete any task related with said case at hand so it is seamless on part of everyone invpved regardless if you are an agent or customer or even an employee from management due this integration between both companies facilitating smooth communication between agents, customers and employees from management who need access into clients’ accounts where all relevant information needed will already be available on both platforms instead if having three different ones

    The process to integrate BambooHR and Customerly 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 February 01,2023 11:04 am