Freshworks CRM + BambooHR Integrations

Freshworks CRM is a cloud-based customer relationship management application that enables businesses to organize their customers, leads, accounts, opportunities, tasks, projects and contact information. It provides its users with real-time data for customer relationship management. It allows them to create personalized quotes, proposals, contracts, invoices and sales orders of any complexity. Freshworks CRM also enables the users to build sales pipeline of customers, leads, accounts and opportunities. It also makes it very easy for the users to manage customer communication through email, direct mail, phone, social media or SMS. It comes with an embedded chat feature that allows the users to communicate with their customers directly from the app. Freshworks CRM also offers an opportunity for business owners to engage their customers through campaigns. Users can also create customized workflows with the help of the app.

BambooHR is a cloud-based human resources management application that enables businesses to manage their employees’ records such as employee profile, payrpl details, benefits, attendance and leave details and all other important HR related information. BambooHR allows the users to add documents such as resumes and cover letters for each job applicant. It also enables the users to track the process of hiring new employees using the app. BambooHR enables the user to fill out entire paperwork in one place and then ask employees to sign and submit all the necessary forms. With the help of this app, it becomes easier for small businesses to manage their HR processes effectively and efficiently. It also saves time and helps business owners to focus on their core competencies.

Integration of Freshworks CRM and BambooHR

Freshworks CRM and BambooHR can be integrated through Zapier. All the Freshworks CRM integrations by Zapier provide an option to integrate Freshworks CRM and BambooHR. Users can integrate Freshworks CRM and BambooHR by creating a custom integration with the help of Zapier. If you want to integrate Freshworks CRM and BambooHR without creating a custom integration then you can do so by setting up a two-way sync between Freshworks CRM and BambooHR. Users can create a two-way sync between these two applications by fplowing these simple steps:

Step 1. Log in to your Freshworks account and go to Settings > Integrations > Add Integration.

Step 2. In the “Add Integration” window, choose BambooHR from the list of supported integrations. Then click on “Continue” to proceed further.

Step 3. In the next window, enter your BambooHR credentials along with the API keys. You can find your API keys in your BambooHR account under Account > API Keys section. After entering your credentials click on “Save Integration” to proceed further.

Step 4. In the “Integration Settings” window, select “Sync New Records” from the dropdown menu if you want Freshworks CRM to automatically update existing records in BambooHR anytime a new record is created in Freshworks CRM. Select “Sync Existing Records” from the dropdown menu if you want Freshworks CRM to automatically update existing records in BambooHR anytime a new record is created in BambooHR. Also, select “Sync Values Only” from this dropdown menu if you want Freshworks CRM to automatically update existing records in BambooHR anytime values in Freshworks CRM are changed but not when changes are made in field names or descriptions in Freshworks CRM. Click on “Save Integration” to finalize the integration settings.

Once you have completed these steps successfully, you will see two options in your Freshworks CRM account under Settings > Integrations > BambooHR Integration. One option will allow you to view all your previously synced records while another option will allow you to view any new records that are synced with your Freshworks CRM account after you complete these steps. You will also see two options under Settings > Integrations > BambooHR Integration > Sync History tab that will enable you to view all your previous sync history or view only recent sync history. Both the options will show you all your sync history including all your previous sync actions along with their start dates, end dates and descriptions. This will help you know when two-way sync was set up automatically or when it was manually started or stopped. You can also find all your most recent sync actions under Settings > Integrations > BambooHR Integration > Sync History tab. This tab will show you all your most recent sync actions along with their descriptions and start/end dates so that you know what action has been performed on your account recently.

Benefits of Integration of Freshworks CRM and BambooHR

Integration of Freshworks CRM and BambooHR allows businesses to manage their customers, leads, accounts, opportunities, tasks, projects and contact information easily without having to switch between multiple applications. It allows businesses to gain more visibility into their customers’ history. It also helps them to make better decisions regarding their customers by providing them with more information about each of their customers at their fingertips. It helps them to connect more closely with their customers while increasing their sales revenues at the same time.

The process to integrate Freshworks 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.