Integrate Customerly with BambooHR

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

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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.

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

Explore quick connects

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Connect Customerly + BambooHR in easier way

It's easy to connect Customerly + BambooHR without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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

  • Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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

How Customerly & BambooHR Integrations Work

  1. Step 1: Choose Customerly 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 BambooHR 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 Customerly to BambooHR.

    (2 minutes)

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

Integration of Customerly and BambooHR


Customerly is a business management software that helps companies manage customers, organize data, and generate sales leads. Through the use of the CRM, companies can discover information about their customers, such as their demographic information, purchasing history, and other pertinent details.

Customerly makes it easier for businesses to connect with their customers by allowing them to use basic customer information to send email alerts or text messages to users. The company also uses artificial intelligence to offer personalized suggestions to businesses based on user feedback, so they can better tailor their strategies to meet their needs.


BambooHR is a cloud-based service that helps employee management and human resources departments increase productivity. The platform provides a wide range of features to assist companies in improving workplace efficiency, including employee onboarding, performance reviews, time tracking, and more.

Integration of Customerly and BambooHR

  • Integration of Customerly and BambooHR:

The integration of Customerly and BambooHR allows business owners to submit employee information directly into the BambooHR system. The integration also allows users to manage job postings through Customerly’s available jobs platform. Through this integration, companies are able to ensure that all HR tasks are completed efficiently.

  • Benefits of Integration of Customerly and BambooHR:

The benefits of integrating Customerly and BambooHR include:

Accessible Companies need not access multiple systems to complete HR tasks. Instead, they can access one platform for all their HR needs.

Efficient Through a single platform, companies can track, manage, and organize all employee data in one place. This helps reduce redundancy and streamline operations.

Secure The integration of Customerly and BambooHR keeps employee data secure. Information cannot be accessed by unauthorized users or lost due to technical issues.

The process to integrate Customerly and BambooHR 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 January 25,2023 05:21 pm