Microsoft Dynamics 365 CRM + BambooHR Integration

Integrate BambooHR to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each employee handled. Create leads, update contacts, sync account details, and streamline your HR-to-sales handoff automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 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.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 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 WorkflowsReady Workflows   for Microsoft Dynamics 365 CRM + BambooHR Integration

Create leads from new employees, update account records, sync contact details, and streamline operations, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your BambooHR + Microsoft Dynamics 365 CRM flow

Notify teams about employee updates, log customer records, and trigger cross-platform alerts. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
BambooHR
+
SlackSlack (4)
+
Microsoft OutlookMicrosoft Outlook (3)
+
LinkedInLinkedIn (3)
+
DocuSignDocuSign (3)
+
ZoomZoom (3)
+
CalendlyCalendly (3)
B
M
S
When a new employee is created in BambooHR, create a lead in Microsoft Dynamics 365 CRM, and notify your sales team in Slack.
New employees in BambooHR immediately create leads in Microsoft Dynamics 365 CRM while alerting your sales team on Slack, keeping departments aligned instantly.
B
M
S
When a candidate is created in BambooHR, update the lead in Microsoft Dynamics 365 CRM, and post the status in Slack.
Candidate updates in BambooHR automatically refresh Microsoft Dynamics 365 CRM leads and notify your team on Slack, eliminating manual spreadsheet updates.
B
M
S
When a time off request is received in BambooHR, update the case in Microsoft Dynamics 365 CRM and alert your support team in Slack.
Time off requests in BambooHR update support cases in Microsoft Dynamics 365 CRM and notify your team on Slack to prevent scheduling gaps.
B
M
S
Use Claude to summarise BambooHR employee reviews, update Microsoft Dynamics 365 CRM accounts, and post the brief in Slack.
Claude summarises BambooHR employee reviews to update Microsoft Dynamics 365 CRM accounts and posts the brief on Slack for leadership review.

Supported triggers and actions for Microsoft Dynamics 365 CRM and BambooHR

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Sales order is created in Microsoft Dynamics 365 CRM
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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BambooHR
BambooHR Triggers & Actions
Candidate is created in BambooHR
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New employee is created in BambooHR
Triggers the automation when a new employee is added
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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
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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
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Create Employee in BambooHR
Adds a new contact to the contact list
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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 + Microsoft Dynamics 365 CRM?

Streamline your employee data management and CRM pipelines by connecting core HR triggers to customer operations.

What you can automate?
🚀
Create CRM leads from new employees automatically
Trigger a new lead or contact in Microsoft Dynamics 365 CRM the moment a new employee or candidate is created in BambooHR. Eliminate manual data entry and speed up your team's workflow.
📋
Capture every submitted field without manual copying
Map available candidate details, departments, and employee information directly into your CRM records. Your database becomes a comprehensive source for review and follow-up.
🔔
Notify the right team as soon as events happen
Send instant notifications to your sales or HR channel whenever a new time off request or candidate is registered. Keep your entire organization informed in real time.
🔀
Route records based on submitted employee data
Direct records to different pipelines depending on the department or role submitted in BambooHR. Ensure each update reaches the correct manager or queue.
🔄
Keep your CRM destination up to date as records change
Automatically update existing contacts, accounts, and leads in Microsoft Dynamics 365 CRM whenever employee details or reports change in BambooHR.
🔍
Search and update instead of creating duplicate records
Check if an account or contact already exists in Microsoft Dynamics 365 CRM before updating information. Maintain a clean database without clutter.
📅
Handle later status changes and time off requests
Reflect leave requests, holiday schedules, and report adjustments in your CRM cases. Ensure operational planning accounts for staff availability.
💬
Extend your HR workflow into team chat apps
Connect your core pair with Slack to broadcast important hiring updates, candidate creations, and leave requests directly to the people who need them.
And much more...

Who is BambooHR + Microsoft Dynamics 365 CRM integration for?

Human resources professionals, sales managers, and operations leaders who need alignment between employee records and customer relationship management platforms.

HR Analytics Managers
HR Analytics Managers
Sales Operations Leads
Sales Operations Leads
Account Executives
Account Executives
Talent Acquisition Specialists
Talent Acquisition Specialists
Customer Support Supervisors
Customer Support Supervisors
Operations Directors
Operations Directors
📈
HR Analytics Managers
You're reviewing employee metrics and hiring reports in BambooHR, but your CRM performance dashboards only update when someone manually exports records, so the headcounts you're reporting on are always a few hours behind — with this integration, every new employee record lands in your CRM instantly and your data stays current.
Sales Operations Leads
You need to act fast when new personnel or candidates join, but you find out about role changes too late because cross-system data updates require manual data entry — automating both apps means every new hire creates a lead in your CRM instantly and your team can follow up right away.
🤝
Account Executives
You answer to clients who want to see project progress and team allocation, but your account records miss internal staffing changes until someone updates them by hand — this integration means every employee update flows straight into your CRM accounts and your client communications remain accurate.
📊
Talent Acquisition Specialists
The volume of incoming candidates is too high for anyone to keep up by hand, leading to missed follow-ups and uncoordinated outreach across departments — connecting these apps means every candidate created in your HR tool generates a tracked CRM entry automatically.
🔄
Customer Support Supervisors
You own case management and depend on HR updates to handle staffing schedules, but time off requests sit in one system while your support cases remain unassigned — automating both apps means every leave request updates your support cases instantly.
🗂️
Operations Directors
You need a reliable history of organizational changes and keep finding gaps between personnel records and customer accounts — with this integration, every employee and report change updates your CRM database without manual errors.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + BambooHR

Build and manage your Microsoft Dynamics 365 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 Microsoft Dynamics 365 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 Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect BambooHR to Microsoft Dynamics 365 CRM in one click using ready templates or by asking Integrately AI to build your automation workflow.
Can I automatically create Microsoft Dynamics 365 CRM leads from new BambooHR employees?
Frequently Asked Questions
Can I connect BambooHR, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for BambooHR and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does BambooHR data sync with Microsoft Dynamics 365 CRM accounts?
Frequently Asked Questions
Can I update Microsoft Dynamics 365 CRM cases when BambooHR time off requests happen?
Frequently Asked Questions
Do I need coding skills to integrate BambooHR and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the BambooHR and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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