BambooHR + Salesforce Integration

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

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • 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
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for BambooHR + Salesforce Integration

Create records, sync employee details, update CRM contacts, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
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Got a different task in mind? Describe it

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Connect more apps to your BambooHR + Salesforce flow

Send instant notifications, log tasks, and sync communications across your team stack once your core pair workflow completes. Pick a combination and activate it in one click.

BambooHR
Salesforce
+
SlackSlack (3)
+
GmailGmail (2)
+
Google CalendarGoogle Calendar (2)
+
CalendlyCalendly (2)
+
AsanaAsana (2)
+
DocuSignDocuSign (2)
B
S
S
Create a Salesforce contact for every new employee created in BambooHR, and notify your HR team in Slack.
New BambooHR employees appear in Salesforce as contacts instantly and your HR channel hears about it in Slack, so nobody re-types details.
B
S
S
When a time off request is received in BambooHR, update the Salesforce record and post an alert in Slack.
Time off requests in BambooHR update Salesforce records automatically and alert your team in Slack.
B
S
S
When a candidate is created in BambooHR, create a Salesforce lead and notify the recruiting channel in Slack.
New candidates in BambooHR instantly generate Salesforce leads while your recruiting channel receives a Slack alert.

Supported triggers and actions for BambooHR and Salesforce

Mix and match to build the exact automation you need

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
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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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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with BambooHR + Salesforce?

Streamline your human resources and customer data workflows with automated records, instant updates, and connected tools.

What you can automate?
👥
Create CRM records from new employees
Automatically generate a new contact or record in Salesforce the moment a new employee is created in BambooHR. Eliminate manual data entry between your HR system and CRM.
📋
Capture every submitted employee detail
Map all available BambooHR profile fields directly into Salesforce custom fields instead of just names and emails, ensuring comprehensive records.
🔔
Notify your team instantly on Slack
Send immediate alerts to your internal Slack channels whenever a candidate is created or a time off request is received in BambooHR.
🔀
Route records based on submitted data
Set conditional rules to route records to different Salesforce accounts or assign specific tasks depending on the department or role specified in BambooHR.
🔄
Keep Salesforce updated as records change
Automatically update existing records in Salesforce whenever employee details, reports, or time off statuses change in BambooHR.
🔍
Search and update to prevent duplicates
Search for existing records in Salesforce before creating new ones, updating current contacts instead of generating duplicate entries.
⏱️
Handle time off and holiday status changes
Trigger automated CRM updates or tasks when an employee takes a holiday or a time off request is responded to in BambooHR.
🔗
Extend your workflow to Slack
Connect BambooHR and Salesforce data directly to Slack to notify managers and coordinate cross-functional team actions in one flow.
And much more...

Who is BambooHR + Salesforce integration for?

Connect BambooHR and Salesforce to keep HR records and CRM data synchronized, eliminating manual data entry for growing teams.

HR Directors
HR Directors
Sales Managers
Sales Managers
Operations Leads
Operations Leads
HR Operations Specialists
HR Operations Specialists
Sales Reps
Sales Reps
Compliance Officers
Compliance Officers
📊
HR Directors
You review employee data and headcount metrics every week, but your CRM contacts only update when someone manually exports records, so the numbers you rely on are always hours behind — this integration means every new employee lands in Salesforce instantly and your reporting stays current.
Sales Managers
You need to assign new accounts the moment staff join, but you find out about hires days too late, so onboarding stalls — automating both apps means every employee record reaches Salesforce immediately so your team can act without delay.
📋
Operations Leads
You answer to stakeholders who want to see staffing updates reflected in CRM pipelines, but keeping both systems aligned manually leads to omissions — connecting these apps means every update flows straight through to Salesforce automatically.
🔄
HR Operations Specialists
The volume of new hires and candidate records is too high for anyone to keep up by hand, causing missed entries in your CRM — with this integration, every row and record matches up seamlessly without manual copy-pasting.
🤝
Sales Reps
You depend on HR to hand over new client contacts and account details before you can start outreach, but manual handoffs cause frustrating delays — this integration means every contact reaches Salesforce the second it is created.
🛡️
Compliance Officers
You need a reliable audit trail across all HR and CRM records, but manual entry keeps leaving missing fields and broken links — automating both apps means every record and task history remains complete and fully traceable.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate BambooHR + Salesforce

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

1,500+ apps connected
1,500+ apps connected
Connect BambooHR + Salesforce 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
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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 Salesforce?
Frequently Asked Questions
You can connect BambooHR to Salesforce using 1-click automations and ready templates on Integrately. Pick a pre-built workflow, or ask Integrately AI to build the integration and map the fields for your team.
Can I automatically sync new BambooHR employees to Salesforce records?
Frequently Asked Questions
Can I connect BambooHR, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for BambooHR and Salesforce?
Frequently Asked Questions
How does BambooHR handle time off requests in this integration?
Frequently Asked Questions
Can Salesforce records be updated when holiday events occur in BambooHR?
Frequently Asked Questions
Do I need coding skills to automate BambooHR and Salesforce?
Frequently Asked Questions
Is the BambooHR and Salesforce integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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