Integrate BambooHR with Salesmate.io

Appy Pie Connect allows you to automate multiple workflows between BambooHR and Salesmate.io

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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 Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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

Explore quick connects
Connect BambooHR + Salesmate.io in easier way

It's easy to connect BambooHR + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is 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

  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

How BambooHR & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of BambooHR and Salesmate.io

BambooHR

BambooHR is a cloud-based employee management software that helps modernize Human Resources (HR. and provide the data and information needed to make informed decisions. The product is designed for small and mid-sized businesses and offers features such as leave management, onboarding, performance management and two-way communication with employees.

Salesmate.io

Salesmate.io is a web application that integrates with BambooHR and Salesforce to enable companies to more easily cplaborate with their sales team. It provides business managers with tops to track lead sources, organize leads, fplow up on leads and track activity of individual salespeople.

Integration of BambooHR and Salesmate.io

Integrating BambooHR and Salesmate.io would allow for better management of related tasks and data. For example, BambooHR’s leave management feature could be used to capture leave requests and approvals which could then be imported into Salesmate.io’s calendar feature. This integration would help automate and simplify the task of tracking time off. Additionally, integrating Salesmate.io with BambooHR’s two-way communication feature would allow for easier communication between employers and employees via email. In addition to simply sending an email to an employee through BambooHR, business managers could also send emails directly from Salesmate.io, saving them from having to log into another platform or copy/paste emails from one platform into another. Furthermore, by integrating BambooHR’s performance management feature with Salesmate.io’s “Sales Performance” app, employees would be able to more easily monitor their own performance against goals set by their managers. This is because the app allows for tracking progress from both the employee’s side as well as from the manager’s side, so the employee can see exactly what steps they need to take to meet their goals and can work with their managers to improve their performance if they fall behind.

Benefits of Integration of BambooHR and Salesmate.io

The benefits of integrating BambooHR and Salesmate.io include improved employee management processes and increased productivity for sales teams. By integrating the two products, sales teams will have a clearer picture of how productive they are at a glance by being able to access their calendar, contact list, emails and other relevant information directly through Salesmate.io without having to switch platforms. This integration would also allow for better communication between employers and employees via email since all relevant information about an employee could be accessed through Salesmate.io without having to log into another platform or copy/paste emails from one platform into another. Finally, integrating BambooHR and Salesmate.io would save time by allowing for quick access to leave requests, approval statuses and recent communication between managers and employees.

The process to integrate BambooHR and Salesmate.io 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