Integrate BambooHR with Follow Up Boss

Appy Pie Connect allows you to automate multiple workflows between BambooHR and Follow Up Boss

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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 Follow Up Boss

Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.

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

Explore quick connects

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Connect BambooHR + Follow Up Boss in easier way

It's easy to connect BambooHR + Follow Up Boss 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 Appointment

    Triggers every time a new appointment is created in Follow Up Boss.

  • New Contact

    Triggers every time a new contact is created in Follow Up Boss.

  • 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 Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How BambooHR & Follow Up Boss 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 Follow Up Boss 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 Follow Up Boss.

    (2 minutes)

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

Integration of BambooHR and Follow Up Boss

To the business world in which now there is an increase of the usage of technology and many companies are using it, BambooHR and Follow Up Boss have been created in order to offer better benefits to the users. This is a merger of two software companies with the same goal, but different in their methods of reaching that goal.BambooHR is a complete HR platform that includes all the features needed for human resource management, while Follow Up Boss is the online system that allows managers to manage their employees. Despite both products have separate purposes, they have some overlapping features and goals.The main purpose of this article is to describe the integration between BambooHR and Follow Up Boss software, how can work together and what kind of benefits you will get from this integration.

A. IntegrationIt is possible to integrate Follow Up Boss with BambooHR through Appy Pie Connect. It is a free tool that allows both applications to communicate with each other. This integration helps people who use both products to do more productive work and save time.BambooHR has a feature called Time Off Management that Follow Up Boss can use through integration. This will allow managers to make sure that their departments are using their time off appropriately. Only active employees are displayed on the calendar, so if someone is taking time off, they won't be shown on the calendar.Other than Time Off Management, integration will also provide you with the tools to manage your content. It will simplify your work by allowing you to insert content into BambooHR from Follow Up Boss directly. You will be able to add tasks that you assign in Follow Up Boss straight into BambooHR task lists. The tasks will be automatically synced with the schedule of employees.Also, integration allows you to create reminders and follow up emails in Follow Up Boss based on any event in BambooHR. For instance, if someone creates a task about an employee performance review, as soon as you edit that task, Follow Up Boss will send you an email to remind you about this task and set up an alarm for a certain date and time.Follow Up Boss also offers integration with Google Calendar. You can use it to see an entire month's schedule at once, or even a list of holiday schedules and vacation balances. All calendars created by this service are public and visible for everyone in the company; however, you can change their privacy settings if you want more control over them.BambooHR offers integration with Google Calendar as well. It will help you create a list of events scheduled for your team members. This will allow you to schedule meetings and other activities much easier than before. You can see what tasks have already been assigned to your employees and when they should finish them. This way you can always plan ahead and be ready for any situation.

The integration between these two products will benefit those who use them in many ways; first of all, it will make their work faster, easier and more productive. Employees can see their schedules through BambooHR platform without going into another application; they don't need to search for information or log into another site/app while they are working on something else. Managers can check their teams' progress in one place and don't have to visit every employee individually; they can easily check everything in one place.This integration also provides security to the company by allowing managers to send reminders about tasks that are important but not urgent enough to be done right away. They can follow up with their employees later when they have more time or even after business hours when the employees are less busy. Through this method, managers don't need to bother their employees during working hours or worry that they forgot about an important task or deadline.In addition, integration saves a lot of time because it allows managers to put information into BambooHR directly from Follow Up Boss. As a result, it eliminates repetition and avoids doing double work for managers and employees. they don't need to enter the same data twice or copy-paste information from one app into another.Follow Up Boss offers integration with Google Calendar as well as BambooHR offers integration with Google Calendar. That means that you can create event calendars through Google Calendar and sync them with BambooHR or Follow Up Boss platforms so events won't be missed by employees. In addition, BambooHR offers integration with iCalendar which gives you even more possibilities; however, Follow Up Boss doesn't offer that type of connection with iCalendar yet.

The process to integrate BambooHR and Follow Up Boss may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution 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