Integrate BambooHR with EngageBay

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

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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 EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

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

Explore quick connects
Connect BambooHR + EngageBay in easier way

It's easy to connect BambooHR + EngageBay 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 Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task 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

  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

How BambooHR & EngageBay 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 EngageBay 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 EngageBay.

    (2 minutes)

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

Integration of BambooHR and EngageBay

BambooHR is a cloud-based human resource management (HRM. platform, which was developed by BambooHR, Inc. It enables businesses to manage their employee’s information through an easy-to-use web-based interface. EngageBay is another cloud-based HRM software company with a different approach. EngageBay’s approach is to integrate HRM systems and increase employee engagement. The integration of BambooHR and EngageBay will be beneficial for companies that have both of these products. This article will discuss the benefits of integrating BambooHR and EngageBay.

Integration of BambooHR and EngageBay

The integration of BambooHR and EngageBay seems like a logical choice for businesses because it allows companies to have one system for all their HR needs. The two systems complement each other because EngageBay focuses on employee engagement while BambooHR focuses on workforce management. An integrated spution means that businesses can save time, money and resources. It also means that they are ensuring their employees are satisfied. By having an integrated spution, they can make their employee’s lives easier by providing them with access to their benefits, payrpl, HR records etc. In addition, they can save significant amounts of money by not having to pay for two separate licenses. As a result, the money saved can be used on other activities. Also, companies can keep their employees happy by improving the employee engagement even further. For example, the employees will have access to both their pay stubs and the benefits information on the same platform which means that they no longer have to go onto multiple websites to get the information they need. To implement this integration, companies will have to purchase a license for EngageBay and then contact BambooHR to gain access to the API integration between both systems. After that, the integration process can begin. The process includes:

  • Importing employee data from BambooHR into EngageBay (including names, addresses, phone numbers etc.)
  • Creating an EngageBay account (for all users)
  • Adding EngageBay as an external application in BambooHR
  • Integrating the user experience by adding EngageBay as a dashboard in BambooHR
  • Configuring the workflow rules to allow users to see relevant information on both platforms
  • Integrating the two platforms fully in order to create a single view of all the relevant information on a single screen (i.e. employee engagement scores, tasks assigned etc.)
  • Testing functionality and performance
  • Training users on how to use the new system
  • Implementing the new system in the company
  • Monitoring any problems or errors and fixing them accordingly

Integrating BambooHR and EngageBay is a good idea for companies because it will increase productivity levels, reduce costs and ensure that their employees are satisfied with the system. The benefits are numerous and it is obvious that companies will benefit from this integration so it is a great idea for them to implement it.

The process to integrate BambooHR and EngageBay 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