Integrate BambooHR with Pipedrive

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

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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 Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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

Explore quick connects

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Connect BambooHR + Pipedrive in easier way

It's easy to connect BambooHR + Pipedrive 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

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

How BambooHR & Pipedrive 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 Pipedrive 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 Pipedrive.

    (2 minutes)

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

Integration of BambooHR and Pipedrive

Several software companies provide tools for customer relationship management (CRM. to help businesses manage their customer data. One such company is BambooHR, whose fundamentals are described in the following section.

    What is BambooHR?

BambooHR is a web-based application that helps businesses manage their employees and clientele. BambooHR helps manage employee time sheets, payroll, hiring, onboarding, performance reviews, employee files, and other HR functions. The product also integrates with over 400 third-party apps to streamline employee and client workflows. BambooHR’s cloud-based platform allows organizations to manage their information remotely and securely.

    What is Pipedrive?

Pipedrive is a sales management tool designed to replace an organization’s CRM. Pipedrive is cloud-based and can be accessed through multiple devices. The software provides a solution to sales, marketing, and support teams by managing their pipeline of leads. Pipedrive has various features to track progress against goals, including lead tracking, pipeline management, lead scoring, email tracking, reporting, and a built-in CRM.

    Integration of BambooHR and Pipedrive

BambooHR integrates with several third-party apps, making it easy for clients to connect their CRM and other business systems. This integration includes Amazon Web Services (AWS), Google Apps, Salesforce, Dropbox, Appy Pie Connect, Zendesk, MailChimp, Xero, and more. The integration between BambooHR and Pipedrive helps improve business processes by streamlining the sharing of information between employees.

In addition to integration with other apps, BambooHR offers app extensions that allow users to add functionality to the core product. App extensions include products such as a vacation request manager and a time off request manager. Both of these extensions are designed to easily integrate with the core product.

    Benefits of Integration of BambooHR and Pipedrive

The integration of BambooHR and Pipedrive provides several benefits to both companies and their clients. Clients benefit from increased efficiency because they can now use one system for all of their HR needs. For example, an organization that uses BambooHR can now access a time off request feature from the same system that manages time sheets and payroll data. Organizations save money by integrating their CRM into one system rather than having separate systems for each function. In addition to efficiency, BambooHR and Pipedrive integration creates better customer service because employees can access client information from one platform. As an example, if an employee receives a question from a client via email, the employee can search through the CRM for contact information or email history without leaving the platform. The integration also makes it easier for employees to share information about customers because they can access all relevant information through the CRM instead of logging into multiple systems for various tasks.

The process to integrate BambooHR and Pipedrive 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