Integrate SharpSpring with BambooHR

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

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About SharpSpring

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.

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 SharpSpring + BambooHR quick connects for faster integration? Here’s our list of the best SharpSpring + BambooHR quick connects.

Explore quick connects

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Connect SharpSpring + BambooHR in easier way

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

  • Triggers
  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • 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
  • Create Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    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 Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

  • 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 SharpSpring & BambooHR Integrations Work

  1. Step 1: Choose SharpSpring 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 SharpSpring to BambooHR.

    (2 minutes)

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

Integration of SharpSpring and BambooHR

SharpSpring?

SharpSpring is a provider of marketing automation and sales software. It is a cloud-based platform that allows customers to manage the customer life cycle from lead to closed-won revenue. It can be integrated with various other systems.

BambooHR?

BambooHR is a cloud-based HRM sputions provider. It can be used as an employee management system. It has numerous features, including time tracking, task assignment, compliance reporting, performance reviews, etc. You can integrate BambooHR with other systems for ease of use.

Integration of SharpSpring and BambooHR

There are many benefits of integrating SharpSpring and BambooHR. One of the most important benefits is that you can easily migrate the data from one system to another without any difficulties. You can match records in one system with records in another system. This integration also helps in avoiding duplication of work. For example, you have to complete tasks in both systems regularly, but after you have completed it in one system, you do not have to go back to that system for completing it again.

Benefits of Integration of SharpSpring and BambooHR

There are many benefits of integrating SharpSpring and BambooHR. One of the most important benefits is that you can easily migrate the data from one system to another without any difficulties. You can match records in one system with records in another system. This integration also helps in avoiding duplication of work. For example, you have to complete tasks in both systems regularly, but after you have completed it in one system, you do not have to go back to that system for completing it again. This saves time and effort on both your side and the customer’s side. Another benefit of this integration is that you can respond faster than ever before because all data will be stored in one place only. If your customer sends you an email or calls you for any reason, you can get all information about them directly by just logging into the system. So, you will no longer have to spend time searching for their information on different platforms.

In conclusion, integration of SharpSpring and BambooHR helps your business grow immensely. You can easily manage everything related to your business using this integration because it gives you access to all information on both platforms within no time at all. All information related to your customers will be stored in one place only, which means you will not have to search for your customer’s information on two different platforms. This saves you time and effort, which means your business will grow faster than ever before.

The process to integrate SharpSpring 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