Integrate BambooHR with HubSpot CRM

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

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

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

Explore quick connects

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  • Integration
Connect BambooHR + HubSpot CRM in easier way

It's easy to connect BambooHR + HubSpot 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 Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • 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

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

How BambooHR & HubSpot 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 HubSpot 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 HubSpot CRM.

    (2 minutes)

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

Integration of BambooHR and HubSpot CRM

    What is BambooHR?

BambooHR is a cloud-based human resources (HR. tool, which allows companies to manage their entire HR department from one place.

    What is HubSpot CRM?

HubSpot CRM is a customer relationship management (CRM. software that helps sales teams track and nurture leads. It is particularly useful for small businesses, as it provides data about leads and prospects in real time.

    Integration of BambooHR and HubSpot CRM

Integrating BambooHR and HubSpot CRM makes it easier for organizations to track employee communication. It also helps companies increase the number of leads generated, as Salesforce will automatically track which contacts are being reached through HubSpot. The integration also allows companies to easily perform cross-functional tasks, like sending out announcements and employee performance reviews. Both tools can be used together on one website, or separately with their own mobile applications. For example, organizations can use HubSpot for lead generation and nurturing, and use BambooHR to manage employee performance reviews and employee onboarding.

    Benefits of Integration of BambooHR and HubSpot CRM

Integrating BambooHR and HubSpot CRM helps companies save time, reduce costs, improve worker productivity, and increase revenue. Companies can integrate all their workflows and process on one platform rather than using multiple tools. This also helps them spread their business processes across different departments. For example, with HubSpot CRM integrated with BambooHR, employees can create leads right from their own inboxes once they receive an email from a potential customer. This automation ensures that the company is always connected with its customers. It also allows employees to send one-click campaign emails to clients without having to switch apps or fill out forms. In addition, companies can use the integration to create auto-responder emails that are sent based on each contact’s behavior and interactions with the company.

The process to integrate BambooHR and HubSpot CRM 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