Integrate Microsoft Dynamics CRM with BambooHR

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and BambooHR

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About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

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.

BambooHR Integrations
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Best Microsoft Dynamics CRM and BambooHR Integrations

  • Microsoft Dynamics CRM Integration BambooHR Integration

    Microsoft Dynamics CRM + BambooHR

    Respond to Time Off Request in BambooHR when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    BambooHR Integration Respond to Time Off Request
  • Microsoft Dynamics CRM Integration BambooHR Integration

    Microsoft Dynamics CRM + BambooHR

    Update Employee in BambooHR when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    BambooHR Integration Update Employee
  • Microsoft Dynamics CRM Integration BambooHR Integration

    Microsoft Dynamics CRM + BambooHR

    Create Employee to BambooHR from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    BambooHR Integration Create Employee
  • Microsoft Dynamics CRM Integration BambooHR Integration

    Microsoft Dynamics CRM + BambooHR

    Respond to Time Off Request in BambooHR when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    BambooHR Integration Respond to Time Off Request
  • Microsoft Dynamics CRM Integration BambooHR Integration

    Microsoft Dynamics CRM + BambooHR

    Update Employee in BambooHR when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    BambooHR Integration Update Employee
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics CRM + BambooHR in easier way

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

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • 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 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
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • 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

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics CRM & BambooHR Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM 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 Microsoft Dynamics CRM to BambooHR.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and BambooHR

The purpose of this article is to compare and contrast two applications. Microsoft Dynamics CRM and BambooHR. The aim is to show the differences between these applications and how each can be used in various scenarios.

Microsoft Dynamics CRM is a cloud-based customer relationship management application that allows customers to manage their sales processes, marketing campaigns, customer service, and the entire business cycle. It consists of three main products:

Dynamics CRM is designed for businesses of all sizes, from small local companies to large global enterprises. It allows users to organize and analyze data, automate processes and workflows, and cplaborate with team members who can offer different perspectives and expertise.

BambooHR is an employee management software that provides easy-to-use web-based sputions for managing employee information, scheduling, payrpl, compliance, and more. Its system is simple and easy to use for both employees and employers.

BambooHR is an employee management software that provides easy-to-use web-based sputions for managing employee information, scheduling, payrpl, compliance, and more. Its system is simple and easy to use for both employees and employers. It offers a set of tops that allows employers to manage their employees' information and schedule work shifts in a fast, efficient way. The software also helps employees by providing them with an online calendar for scheduling their work shifts, a convenient online timecard top for submitting their hours worked, a convenient online expense reimbursement top for tracking their expenses, and a convenient online time off request top for requesting time off from their employer.

Integration of Microsoft Dynamics CRM and BambooHR can be done by using Microsoft Dynamics CRM Outlook Add-in. The user has to install the BambooHR add-in on his/her computer and then connect it to Microsoft Dynamics CRM. After the connection is made successfully, the user will be able to access the BambooHR data from within Microsoft Dynamics CRM Outlook client application. The integration can also be done through the BambooHR API.

If the user wants to integrate Microsoft Dynamics CRM with BambooHR manually, he/she has to create a new entity in Microsoft Dynamics CRM, select the Entity Type as “Bamboo” (case sensitive), give it a name (case sensitive. as “BambooHR - Connection”, and then publish the entity to the server. The next step is to configure the BambooHR connection by creating a new account key in BambooHR and then adding this key into the "Connection" entity located in Microsoft Dynamics CRM. After it is added, the user has to select "Save" to save the changes. This manual process is much easier when performed by using one of the BambooHR tops such as HRMS Integrator or Data Feed Manager.

Benefits of Integration of Microsoft Dynamics CRM and BambooHR are as fplows.

The process to integrate Microsoft Dynamics CRM 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.