EngageBay CRM + BambooHR Integration

Integrate BambooHR to EngageBay CRM in one click, or tell Integrately AI how you want each employee handled. Sync personnel details, update your CRM records, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EngageBay CRM
    Contact is created in EngageBay CRM
  • EngageBay CRM
    Contact is updated in EngageBay CRM
  • EngageBay CRM
    Owner is created in EngageBay CRM
  • EngageBay CRM
    Deal is created in EngageBay CRM
  • EngageBay CRM
    Deal is updated in EngageBay CRM
  • EngageBay CRM
    Form is submitted in EngageBay CRM
  • EngageBay CRM
    List is created in EngageBay CRM
  • EngageBay CRM
    Company is created in EngageBay CRM
  • EngageBay CRM
    Company is updated in EngageBay CRM
  • BambooHR
    Candidate is created in BambooHR
  • BambooHR
    New employee is created in BambooHR
  • BambooHR
    New time off request is received in BambooHR
  • BambooHR
    Holiday is taken by employee in BambooHR
  • BambooHR
    Report is changed in BambooHR
Arrow Right
2.
  • EngageBay CRM
    Create a contact in EngageBay CRM
  • EngageBay CRM
    Update contact in EngageBay CRM
  • EngageBay CRM
    Search contact by email in EngageBay CRM
  • EngageBay CRM
    Add tag to a contact in EngageBay CRM
  • EngageBay CRM
    Remove tag from contact in EngageBay CRM
  • EngageBay CRM
    Search contact in EngageBay CRM
  • EngageBay CRM
    Add contact to a form in EngageBay CRM
  • EngageBay CRM
    Create a company in EngageBay CRM
  • EngageBay CRM
    Search company in EngageBay CRM
  • BambooHR
    Create candiadate in BambooHR
  • BambooHR
    Create Employee in BambooHR
  • BambooHR
    Update employee in BambooHR
  • BambooHR
    Respond to time off request in BambooHR
  • BambooHR
    Get candidate by ID in BambooHR

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Ready Workflows Ready Workflows for BambooHR + EngageBay CRM Integration

Create contacts, update company details, sync employee data, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your BambooHR + EngageBay CRM flow

Connect messaging, scheduling, document, and email tools to extend your HR and CRM automation stack. Pick a combination and activate it in one click.

EngageBay CRM
BambooHR
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
+
DocuSignDocuSign (4)
+
ZoomZoom (4)
+
CalendlyCalendly (4)
+
GmailGmail (4)
B
E
S
Create an EngageBay CRM contact whenever a new employee is created in BambooHR, and notify your team on Slack.
New BambooHR employees appear in EngageBay CRM as contacts instantly and your team hears about it on Slack, so nobody enters data twice.
B
E
S
Create an EngageBay CRM company when a new candidate is added in BambooHR, and alert your hiring channel in Slack.
Candidates added in BambooHR immediately generate company records in EngageBay CRM and trigger Slack alerts.
B
E
S
When a new time off request is received in BambooHR, update the EngageBay CRM contact and post an alert in Slack.
Time off requests in BambooHR update EngageBay CRM contacts and notify your team on Slack automatically.
B
E
S
Add a tag in EngageBay CRM when an employee takes a holiday in BambooHR, and announce it in Slack.
Employee holidays in BambooHR apply tags in EngageBay CRM and broadcast notifications to your Slack channel.

Supported triggers and actions for EngageBay CRM and BambooHR

Mix and match to build the exact automation you need

EngageBay CRM
EngageBay CRM Triggers & Actions
Contact is created in EngageBay CRM
Triggers the automation when a new contact is created
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Contact is updated in EngageBay CRM
Triggers the automation when a contact is updated
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Owner is created in EngageBay CRM
Triggers the automation when a new owner is created
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Deal is created in EngageBay CRM
Triggers the automation when a deal is created
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Deal is updated in EngageBay CRM
Triggers the automation when a deal is updated
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Form is submitted in EngageBay CRM
Triggers the automation when a form is filled
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List is created in EngageBay CRM
Triggers the automation when a new list is created
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Company is created in EngageBay CRM
Triggers the automation when a new company is created
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Company is updated in EngageBay CRM
Triggers the automation when a company is updated
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Create a contact in EngageBay CRM
Adds a new contact to the contact list
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Update contact in EngageBay CRM
Updates contact information with new details
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Search contact by email in EngageBay CRM
Finds and retrieves contact information using their email address
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Add tag to a contact in EngageBay CRM
Adds a tag to a contact
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Remove tag from contact in EngageBay CRM
Untag the contact
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Search contact in EngageBay CRM
Finds and retrieves contact information
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Add contact to a form in EngageBay CRM
Adds a new contact to a form
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Create a company in EngageBay CRM
Creates a new company record
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Search company in EngageBay CRM
Finds information about a company
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BambooHR
BambooHR Triggers & Actions
Candidate is created in BambooHR
Try it →
New employee is created in BambooHR
Triggers the automation when a new employee is added
Try it →
New time off request is received in BambooHR
Triggers the automation when a new time off request is received
Try it →
Holiday is taken by employee in BambooHR
Triggers the automation when an employee takes a holiday
Try it →
Report is changed in BambooHR
Triggers the automation when a report is changed
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Create candiadate in BambooHR
Adds a new candidate to the system
Try it →
Create Employee in BambooHR
Adds a new contact to the contact list
Try it →
Update employee in BambooHR
Updates employee information in real-time
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Respond to time off request in BambooHR
Responds to a time off request
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Get candidate by ID in BambooHR
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What can you automate with BambooHR + EngageBay CRM?

Streamline your HR and sales workflows by automating contact creation, data syncing, and team notifications across BambooHR and EngageBay CRM.

What you can automate?
👤
Create EngageBay CRM contacts from BambooHR employees
Automatically generate new contacts in EngageBay CRM the moment an employee is created in BambooHR, eliminating manual copying between platforms.
📋
Capture every submitted candidate detail
Map all candidate information from BambooHR directly into EngageBay CRM fields so your sales and recruiting teams have complete context.
🔔
Alert your team instantly on communication apps
Notify relevant channels on Slack or via email the second a new personnel record or time off request arrives.
🔀
Route records based on submitted field data
Apply conditional logic to direct records to specific lists or assign ownership in EngageBay CRM based on department details from BambooHR.
🔄
Keep destination records synchronized
Automatically update existing EngageBay CRM contacts whenever employee profiles or reports change in BambooHR.
🔍
Search and update instead of creating duplicates
Search for existing records in EngageBay CRM before performing updates, preventing duplicate entries and messy databases.
📅
Handle time off and holiday status updates
Trigger automated status tags and CRM updates whenever employees take holidays or submit time off requests in BambooHR.
🚀
Extend workflows to external supporting apps
Trigger downstream tasks in Slack, Google Calendar, or Gmail automatically once your core BambooHR and EngageBay CRM steps finish.
And much more...

Who is BambooHR + EngageBay CRM integration for?

HR leaders and sales managers who need to eliminate manual data entry between employee records and customer relationship systems to keep teams aligned.

HR Directors and Operations Managers
HR Directors and Operations Managers
Sales Team Leads
Sales Team Leads
Client Account Executives
Client Account Executives
People Operations Specialists
People Operations Specialists
Sales Development Representatives
Sales Development Representatives
Compliance and Audit Officers
Compliance and Audit Officers
📈
HR Directors and Operations Managers
You report on employee headcount and pipeline metrics every week, but the records are always mismatched because updates require manual exports — this integration means every new employee record syncs instantly and your dashboards stay current.
Sales Team Leads
You need to act fast when new personnel or candidates join, and you find out too late to coordinate handoffs — with this integration, contact creation happens automatically so your reps can engage immediately.
🤝
Client Account Executives
You answer to external stakeholders who want to see staffing and engagement updates, but manual tracking leaves blind spots — automating both apps means complete transparency and accurate reporting.
📊
People Operations Specialists
The volume of candidate and employee updates is too high for anyone to keep up by hand, leading to missing entries — connecting these apps means every submission and status change is logged without manual intervention.
🔄
Sales Development Representatives
You own the outbound pipeline and depend on upstream HR onboarding to hand over new client contacts, but delays cause missed opportunities — with this integration, contact creation flows smoothly from one system to the next.
🗂️
Compliance and Audit Officers
You need a reliable history of personnel and CRM interactions, but keep finding gaps caused by copy-paste errors — automating both apps means every record is tracked reliably from start to finish.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate EngageBay CRM + BambooHR

Build and manage your EngageBay CRM + BambooHR automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect EngageBay CRM + BambooHR with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect BambooHR to EngageBay CRM?
Frequently Asked Questions
You can connect BambooHR to EngageBay CRM in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Slack, Google Calendar, and other popular tools.
Can I automatically create EngageBay CRM contacts from new BambooHR employees?
Frequently Asked Questions
Can I connect BambooHR, EngageBay CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for BambooHR and EngageBay CRM?
Frequently Asked Questions
How does BambooHR handle time off requests during CRM syncs?
Frequently Asked Questions
Can I update existing EngageBay CRM contacts when BambooHR records change?
Frequently Asked Questions
How do I automate BambooHR and EngageBay CRM without coding?
Frequently Asked Questions
Is the BambooHR and EngageBay CRM integration free?
Frequently Asked Questions
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You Can Also Connect BambooHR or EngageBay CRM With 1500+ Other Apps

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