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Zapier makes it easy to integrate BambooHR with Salesforce - no code necessary. See how you can get setup in minutes.
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BambooHR
BambooHR
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
BambooHR
Choose a trigger event
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.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use BambooHR and Salesforce with AI agents and code
Beyond Zap workflows. Call BambooHR and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose BambooHR and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Timesheet Clock Entries
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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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.
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.
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.
Learn how to automate Salesforce on the Zapier blog
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.
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.
About BambooHR
BambooHR is an online human resources software service for small and midsized businesses.
