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Set up your first integration

Quickly connect BambooHR to Salesforce with a Zapier template.

Our most popular template

Create new Salesforce records whenever new employees start in BambooHR
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BambooHR + Salesforce
Create Salesforce records for every new BambooHR employee
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BambooHR + Salesforce

Create new Salesforce records whenever new employees start in BambooHR

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BambooHR + Salesforce

Create Salesforce records for every new BambooHR employee

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Details

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BambooHR + Salesforce

How Zapier works

Zapier makes it easy to integrate BambooHR with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from BambooHR

A trigger is an event that starts your Zap and runs the workflow. For example, with BambooHR, a trigger could be "New Employee Started."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected BambooHR to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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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

Make work flow with AI

Level up your BambooHR to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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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.

Connect BambooHR and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.
Trigger
Scheduled
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- Report_number
  Required
- Field
Trigger
Scheduled
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New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Trigger
Scheduled
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- FirstName
- LastName
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- WorkEmail
Action
Write
- Request
  Required
- Status
- Note
Action
Write

- File Name
- EmployeeId
- Share This File with Employee
  Required
- File
  Required
Action
Write
- Search By
  Required
- Search Value
  Required
Action
Search

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

New Employee
Triggers when a new employee is created.
Trigger
Scheduled
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- Action
- EmployeeId
- Start
- End
- Status
Trigger
Scheduled
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- Which field(s) should trigger this Zap?
  Required
- Which fields should be included in the output of this step?
  Required
Trigger
Instant
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- Start Date
- End Date
- Include
Action
Write
- EmployeeId
- FirstName
- LastName
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- WorkEmail
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search By
  Required
- Search Value
  Required
- FirstName
- LastName
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- WorkEmail
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write