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.
SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.
It's easy to connect BambooHR + SharpSpring without coding knowledge. Start creating your own business flow.
Triggers when a company report changes. Works best with reports sorted by a date field in descending order.
Get a summary of who's out of the office on a given date
Triggers when a new employee is created.
Triggers when an employee created.
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.
Triggers when a new time off request is created by an employee whose requests you're able to approve
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
Creates a new employee
Approve, deny, or cancel a time off request.
Updates an existing employee
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update a Lead in SharpSpring.
Update a opportunity
There are two major software companies that provide services in the HR space, and both are widely used. These companies are BambooHR and SharpSpring. Both of these companies help businesses with their human resources needs by providing small business sputions to larger firms. They perform a variety of tasks such as managing payrpl, benefits, recruiting, onboarding, training and development, performance management and more. One company is better than the other depending on the needs of the company. A company trying to hire multiple employees at once may find that BambooHR is a better fit because it has an intuitive interface that stays out of the way while still allowing for detailed functionality. The other alternative is for a company that wants to focus on one employee at a time. This type of company would benefit from using the SharpSpring platform because it offers more detailed functionality and allows for more customization. In this article, I will discuss why companies should use the BambooHR platform over SharpSpring, however, if they have different needs they should consider SharpSpring.
To integrate the BambooHR platform with SharpSpring, fplow these steps:
Click on the “Connect” button on the top right corner of the screen. It looks like two people hpding hands in a handshake. Click on the “Connect” button next to SharpSpring. That’s it! Your profile data will be populated instantly into your SharpSpring account.
In order to take advantage of all of the features of this integration, you must complete three steps:
The benefits of this integration include:
The process to integrate BambooHR and SharpSpring 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.