Connect BambooHR and Salesforce to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings BambooHR and Salesforce together. Build enterprise-grade automation in minutes.

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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BambooHR + Salesforce

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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.

New Employee Started
Triggers on a new employee's start date.
Trigger
Polling
Try It
- Report_number
  Required
- Field
Trigger
Polling
Try It
- Additional fields to include in the output
Trigger
Instant
Try It
New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Trigger
Polling
Try It
New Updated Employee (Include Custom Fields Changes)
Triggers when an employee is updated (include custom fields changes).
Trigger
Polling
Try It

- SupervisorEmail
- FirstName
  Required
- LastName
  Required
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- TerminationDate
- WorkEmail
- Department
- JobTitle
- Location
- Division
- EmploymentHistoryStatus
- HomePhone
- HomeEmail
Action
Write
- Request
  Required
- Status
  Required
- Note
Action
Write

- File Name
- Employee
  Required
- Share This File with Employee
  Required
- File
  Required
Action
Write
- HelpText
- Search By
  Required
- Search Value
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Employee
Triggers when a new employee is created.
Trigger
Polling
Try It
- Report
  Required
- Employee_id_column_notice
- Field
Trigger
Polling
Try It
- Action
- EmployeeId
- Start
- End
- Status
Trigger
Polling
Try It
- Which field(s) should trigger this Zap?
  Required
- Which fields should be included in the output of this step?
  Required
Trigger
Instant
Try It
- Employee ID
  Required
- Date
  Required
- Start Time
  Required
- End Time
  Required
- Note
- Project ID
- Task ID
Action
Write
- Start Date
- End Date
- Include
Action
Write
- Employee
  Required
- SupervisorEmail
- FirstName
- LastName
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- TerminationDate
- WorkEmail
- Department
- JobTitle
- Location
- Division
- EmploymentHistoryStatus
- HomePhone
- HomeEmail
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- HelpText
- Search By
  Required
- Search Value
  Required
- SupervisorEmail
- FirstName
  Required
- LastName
  Required
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- TerminationDate
- WorkEmail
- Department
- JobTitle
- Location
- Division
- EmploymentHistoryStatus
- HomePhone
- HomeEmail
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger BambooHR and Salesforce actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* bamboohr / salesforce action */ });

Run the SDK docs

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.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

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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

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

Try it

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

Try it

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.

Try it

Learn how to automate BambooHR on the Zapier blog

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.

Learn about AI automation

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.

Learn moreLearn moreHelpHelp

Related categories

HR Talent & Recruitment

Similar apps

Workable

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Breezy HR

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HR Talent & Recruitment, Zoho

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect BambooHR and Salesforce to power AI-driven automation

Launch your first automated workflow

Create new Salesforce records whenever new employees start in BambooHR

Create Salesforce records for every new BambooHR employee

Create new Salesforce records whenever new employees start in BambooHR

Create Salesforce records for every new BambooHR employee

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use BambooHR and Salesforce with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use BambooHR and Salesforce

Track recruitment progress in Salesforce

Monitor new hires by adding them to Salesforce

Sync updated employee info with Salesforce records

Learn how to automate BambooHR on the Zapier blog

4 ways to automate BambooHR with Zapier

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Make work flow with AI

Frequently Asked Questions about BambooHR + Salesforce integrations

Connect BambooHR to Salesforce on the world's largest no-code automation platform