?>

Integrate BambooHR with Freshworks CRM

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

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 Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best ways to Integrate BambooHR + Freshworks CRM

  • BambooHR Integration Freshworks CRM Integration

    BambooHR + Freshworks CRM

    Create Contact from Freshworks CRM from Get Summary of Who is Out to BambooHR Read More...
    Close
    When this happens...
    BambooHR Integration Get Summary of Who is Out
     
    Then do this...
    Freshworks CRM Integration Create Contact
  • BambooHR Integration Freshworks CRM Integration

    BambooHR + Freshworks CRM

    Create Note from Freshworks CRM from Get Summary of Who is Out to BambooHR Read More...
    Close
    When this happens...
    BambooHR Integration Get Summary of Who is Out
     
    Then do this...
    Freshworks CRM Integration Create Note
  • BambooHR Integration Freshworks CRM Integration

    BambooHR + Freshworks CRM

    Create Account from Freshworks CRM from Get Summary of Who is Out to BambooHR Read More...
    Close
    When this happens...
    BambooHR Integration Get Summary of Who is Out
     
    Then do this...
    Freshworks CRM Integration Create Account
  • BambooHR Integration Freshworks CRM Integration

    BambooHR + Freshworks CRM

    Add Appointment in Freshworks CRM when Get Summary of Who is Out is added to BambooHR Read More...
    Close
    When this happens...
    BambooHR Integration Get Summary of Who is Out
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • BambooHR Integration Freshworks CRM Integration

    BambooHR + Freshworks CRM

    Create Task from Freshworks CRM from Get Summary of Who is Out to BambooHR Read More...
    Close
    When this happens...
    BambooHR Integration Get Summary of Who is Out
     
    Then do this...
    Freshworks CRM Integration Create Task
  • BambooHR Integration {{item.actionAppName}} Integration

    BambooHR + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect BambooHR + Freshworks CRM in easier way

It's easy to connect BambooHR + Freshworks 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 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

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How BambooHR & Freshworks 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 Freshworks 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 Freshworks CRM.

    (2 minutes)

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

Integration of BambooHR and Freshworks CRM

Recently, the customers are looking for the easy-to-use software that can help them to get more employees on board. For this, they need a competent customer relationship management system. Freshworks CRM is the most efficient system available today. It is cloud-based software which helps you to increase your customer base. It helps you to create new leads and convert them into customers. The best part of the software is its integration with BambooHR. Since, BambooHR is an HR management software, it helps you to manage employee information.

Integration of BambooHR and Freshworks CRM

BambooHR is an HR management software that allows you to create an employee profile. It also helps you to store all documents related to your employee. In addition, it allows you to store leave information, attendance details, and much more. In short, it helps you to manage your employee’s data. The best part of the software is its integration with Freshworks CRM.

Integration of BambooHR and Freshworks CRM helps you to convert a lead into a customer. When a visitor fills a contact form on your website, he fills his name and email address in the form. However, when a lead registers for a demo or a trial account, he will fill his name and email address, as well as other details such as company name, job title, location, etc. This information is stored in Freshworks CRM. In addition to this, it stores information entered by the user during the demo or trial account. When the user needs professional services from your company, he will contact your company to know more about its services. Here the details stored in the Freshworks CRM comes into play.

This provides a big opportunity for you to convert a lead into a customer. So, when a lead contacts your company, the sales representative receives a notification on his mobile phone or desktop that a lead has contacted your company. He then calls this lead and informs him about your services. If your sales representative knows about the details such as position, age range, location, etc., of the lead before calling him, he can give personalized services which impress this lead and make him sign up for your services. This way you can convert a lead into a customer without spending time and money on marketing or promotions.

Benefits of Integration of BambooHR and Freshworks CRM

Integration of BambooHR and Freshworks CRM has many benefits for both businesses and their customers. Let us discuss some of these benefits:

It saves time. No matter where your business is located, Freshworks CRM allows you to reach all your potential clients quickly and easily. This helps you to save time as you do not have to search for new clients. This way Freshworks CRM saves your time so that you can concentrate on other important tasks such as increasing your revenues and improving your brand value. It saves money. This software allows you to reduce the number of marketing and promotional activities. This helps keep your expenses low and also increases your profits. So, it saves money for your business and makes it more profitable than others! It improves customer experience. When you integrate BambooHR and Freshworks CRM, you are able to enhance customer experience. A better customer experience helps improve the performance of your business. It increases productivity. Integration of Freshworks CRM with BambooHR helps sales representatives meet their sales goals easily. This helps them be more productive as they do not have to waste time searching for new leads or trying different ways to find customers. It increases brand value. When you integrate Freshworks CRM with BambooHR, you are able to keep track of all information about each of your customers. This helps build customer trust in your brand which in turn increases its value!

The process to integrate BambooHR and Freshworks 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.