Connect BambooHR and Salesforce to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect BambooHR to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate BambooHR with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Employee Started" from BambooHR.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects BambooHR and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Employee Started
Triggers on a new employee's start date.
Try ItTriggerPolling - Report_numberRequired
- Field
Try ItTriggerPolling- Action
- EmployeeId
- Start
- End
- Status
Try ItTriggerPolling- Which field(s) should trigger this Zap?Required
- Additional fields to include in the output
Try ItTriggerInstant
- New Employee
Triggers when a new employee is created.
Try ItTriggerPolling - Additional fields to include in the output
Try ItTriggerInstant- New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Try ItTriggerPolling - New Updated Employee (Include Custom Fields Changes)
Triggers when an employee is updated (include custom fields changes).
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use BambooHR and Salesforce
Track recruitment progress in Salesforce
Simplify recruitment tracking for engineering teams. When a new employee starts in BambooHR, Zapier adds a new record to Salesforce with their details under 'recruitment progress,' keeping hiring teams aligned without manual updates.
Engineering
Monitor new hires by adding them to Salesforce
Streamline onboarding tracking. When BambooHR registers a new hire, Zapier creates a new contact in Salesforce, ensuring the HR or recruiting team always has visibility into headcount changes.
HR & Recruiting Ops
Sync updated employee info with Salesforce records
Ensure up-to-date employee information across systems. When an employee's details are updated in BambooHR, Zapier automatically updates the corresponding Salesforce record, maintaining consistent data accuracy and saving valuable time.
ITLearn how to automate BambooHR on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about BambooHR + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with BambooHR and Salesforce
How do we initiate the integration between BambooHR and Salesforce?
To initiate the integration between BambooHR and Salesforce, you need to set up triggers in BambooHR that can send data to Salesforce when specific events occur, such as a new employee being added. You'll also need to configure actions in Salesforce to receive this data and update records accordingly.
What kinds of triggers in BambooHR can start an action in Salesforce?
Triggers in BambooHR can include events like adding a new employee, updating an employee's information, or terminating employment. These triggers can start actions in Salesforce such as creating a new contact or updating an existing record.
Can we update existing records in Salesforce using information from BambooHR?
Yes, when certain triggers in BambooHR are activated—such as updates to an employee’s role or department—you can set up actions in Salesforce to update corresponding fields within existing records automatically.
Is it possible for changes made in Salesforce to reflect back into BambooHR?
Currently, our typical integrations are one-way where information flows from BambooHR to Salesforce. However, custom integrations could be developed if a two-way sync is necessary.
Do we need any special software installations for integrating BambooHR with Salesforce?
No special software installations are required on your local systems. The integration is handled through web-based services that connect the platforms via APIs, allowing real-time data exchange upon trigger activation.
Are there limitations on the types of data that can be transferred from BambooHR to Salesforce?
While most basic employee data like name, address, position, and contact details can be transferred seamlessly through our integrations, more complex data types or large datasets may require additional customization.
How secure is the data transferred between BambooHR and Salesforce during the integration process?
We employ industry-standard encryption protocols during data exchange between BambooHR and Salesforce. This ensures that all personal information remains secure during transmission across platforms.
