Integrating HubSpot with BambooHR Using Pabbly Connect

Learn how to seamlessly integrate HubSpot and BambooHR using Pabbly Connect to create contacts automatically when a new employee is added. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for HubSpot and BambooHR Integration

Pabbly Connect is a powerful automation tool that enables seamless integration between various applications, including HubSpot and BambooHR. In this tutorial, we will learn how to automatically create contacts in HubSpot CRM whenever a new employee is added in BambooHR. This integration eliminates manual data entry and ensures that your CRM is always up to date. using Pabbly Connect

To get started, you need to have accounts for both HubSpot and BambooHR. Pabbly Connect allows you to connect these applications without any coding skills. By following the steps outlined in this tutorial, you will be able to set up the integration quickly and efficiently.

2. Setting Up Pabbly Connect for Integration

First, navigate to the Pabbly Connect website by typing ‘Pabbly.com’ in your browser. Once there, click on the ‘Products’ tab and select ‘Pabbly Connect’. If you are a new user, click on ‘Sign Up for Free’ to create your account. For existing users, simply click on ‘Sign In’. After logging in, access Pabbly Connect from the ‘All Apps’ section. using Pabbly Connect

• Click on the plus sign to create a new workflow.
• Name your workflow as ‘Create Contacts in HubSpot CRM when New Employee is Added in BambooHR’.
• Click on ‘Create’ to proceed.

Now, you will see a trigger window and an action window. In the trigger section, select ‘BambooHR’ as the application and choose ‘New Employee’ as the trigger event. Click on ‘Connect’ and then ‘Add New Connection’ to link your BambooHR account with Pabbly Connect.

3. Connecting BambooHR to Pabbly Connect

To establish a connection, you will need the API key from your BambooHR account. Go to your BambooHR dashboard, click on the ‘Account’ option, and select ‘API Keys’. Here, click on ‘Add New Key’ and name it something like ‘HubSpot Integration’. Generate the key and copy it. using Pabbly Connect

Return to Pabbly Connect and paste the API key into the provided field. Leave the password field blank as instructed. Next, you will need your BambooHR subdomain, which you can find in the URL of your BambooHR account. Copy this subdomain and paste it into Pabbly Connect. Finally, click ‘Save’ to complete the connection.

4. Adding a New Employee in BambooHR

With the connection established, it’s time to test the integration. Go back to your BambooHR account and navigate to the ‘People’ section. Click on the plus sign to add a new employee. Fill in the necessary details such as Employee ID, First Name, Last Name, Gender, and Contact Number. For example, you can add an employee named Adam Smith with the email ‘[email protected]’. using Pabbly Connect

After entering the details, click ‘Save’. Now, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will capture the details of the newly added employee from BambooHR. You should see the response containing the employee’s information, confirming that Pabbly Connect has successfully captured the data.

5. Creating a Contact in HubSpot CRM

Now that we have the employee details captured in Pabbly Connect, the next step is to create a contact in HubSpot CRM. In the action window of Pabbly Connect, select ‘HubSpot CRM’ as the application and choose ‘Create a Contact with Basic Properties’ as the action event. Click on ‘Connect’ and then ‘Add New Connection’ to link your HubSpot account. using Pabbly Connect

• Go to your HubSpot account settings and find the API key under ‘Integrations’.
• Copy the API key and paste it into Pabbly Connect.
• Map the employee details captured from BambooHR to the corresponding fields in HubSpot.

After mapping the details, click ‘Save and Send Test Request’. Check your HubSpot CRM to confirm that the contact has been created. You should see the new contact, Adam Smith, listed in your HubSpot CRM.

Conclusion

In this tutorial, we successfully integrated HubSpot and BambooHR using Pabbly Connect. By automating the process of creating contacts in HubSpot whenever a new employee is added in BambooHR, you can save time and reduce manual errors. This integration showcases the power of Pabbly Connect in streamlining your business workflows effectively.