BambooHR + LeadConnector
Manage updated BambooHR reports by adding or updating opportunities in LeadConnector
Whenever there's a change in a BambooHR report, this workflow will ensure timely and effective updates to opportunities in LeadConnector. This interactive process enhances the efficiency of your human resources and sales teams by seamlessly altering relevant opportunities based on any changes made in your reports. It's a simple way to keep your sales strategy aligned with workforce changes, maintaining a well-coordinated business operation.
Whenever there's a change in a BambooHR report, this workflow will ensure timely and effective updates to opportunities in LeadConnector. This interactive process enhances the efficiency of your human resources and sales teams by seamlessly altering relevant opportunities based on any changes made in your reports. It's a simple way to keep your sales strategy aligned with workforce changes, maintaining a well-coordinated business operation.
- When this happens...Changed Report
Triggers when a company report changes. Works best with reports sorted by a date field in descending order.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Employee Started
Triggers on a new employee's start date.
Try ItReport NumberRequired
Field
Try ItAction
Employee Id
Start
End
Status
Try ItWhich field(s) should trigger this Zap?Required
Which fields should be included in the output of this step?Required
Try It
New Employee
Triggers when a new employee is created.
Try ItAdditional fields to include in the output
Try ItNew Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Try ItNew Updated Employee (Include Custom Fields Changes)
Triggers when an employee is updated (include custom fields changes).
Try It
