Integrate BambooHR with Microsoft Dynamics CRM

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

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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 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.

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

Explore quick connects

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Connect BambooHR + Microsoft Dynamics CRM in easier way

It's easy to connect BambooHR + Microsoft Dynamics CRM 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 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.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • 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

  • 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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

How BambooHR & Microsoft Dynamics CRM 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 Microsoft Dynamics CRM 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 Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of BambooHR and Microsoft Dynamics CRM

BambooHR is a cloud-based human resource management system that is a great fit for small and medium sized businesses. It is an employee management software that allows you to streamline your payrpl, time tracking, and leave management. With BambooHR, you don’t need to waste time fiddling with complex systems and can focus on the things that matter most – your employees and customers.

Microsoft Dynamics CRM is a comprehensive customer relationship management (CRM. software that gives businesses a single view of all customer interactions. Microsoft Dynamics CRM has everything you need to create a perfect customer experience and make your customers happy. You can easily create custom sales and marketing campaigns and automate your business processes with Microsoft Dynamics CRM.

Integration of BambooHR and Microsoft Dynamics CRM

The integration of BambooHR and MS Dynamics CRM provides increased functionality and value through the fplowing features:

  • Create sales, marketing, or other campaigns based on activities tracked in BambooHR (e.g. sending emails to contacts. For example, if a contact fills out a form, you can automatically send a campaign to that contact directly from Microsoft Dynamics CRM.
  • Send email notifications from Microsoft Dynamics CRM to contacts and accounts in BambooHR (e.g. New hire notification.
  • Integrate BambooHR with some Microsoft products such as SharePoint and Azure AD.

Benefits of Integration of BambooHR and Microsoft Dynamics CRM

The integration of BambooHR and MS Dynamics CRM provides increased benefits for businesses through the fplowing features:

  • The ability to manage your HR and CRM with one system.
  • The ability to export data and reports.
  • You can have a single database for all your data.
  • Improved productivity of HR employees by streamlining the HR processes.

The integration of BambooHR and MS Dynamics CRM is beneficial for both small and medium businesses because it allows them to manage their HR and CRM using just one system. Furthermore, with this integration, they can save time by having access to relevant information in one place.

The process to integrate BambooHR and Microsoft Dynamics CRM 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