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.
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
Looking for the BambooHR Alternatives? Here is the list of top BambooHR Alternatives
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Triggers when a new lead is created.
Triggers when a new user is created.
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
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Creates a new employee
Approve, deny, or cancel a time off request.
Updates an existing employee
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.
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.
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.