Integrate BambooHR with Salesforce

Appy Pie Connect allows you to automate multiple workflows between BambooHR and Salesforce

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About BambooHR

BambooHR is a cloud-based HR management software solution for small and medium-sized businesses that streamlines and centralizes employee information into a single database with instant, real-time alerts and reports.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Want to explore BambooHR + Salesforce quick connects for faster integration? Here’s our list of the best BambooHR + Salesforce quick connects.

Explore quick connects

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Connect BambooHR + Salesforce in easier way

It's easy to connect BambooHR + Salesforce without coding knowledge. Start creating your own business flow.

  • Triggers
  • Changed Report

    Triggers when a company report changes. Works best with reports sorted by a date field in descending order.

  • Get Summary of Who is Out

    Get a summary of who's out of the office on a given date

  • New Employee

    Triggers when a new employee is created.

  • New Employee Instant

    Triggers when an employee created.

  • New Time Off

    Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to.

  • New Time Off Request

    Triggers when a new time off request is created by an employee whose requests you're able to approve

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Create Employee

    Creates a new employee

  • Respond to Time Off Request

    Approve, deny, or cancel a time off request.

  • Update Employee

    Updates an existing employee

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How BambooHR & Salesforce Integrations Work

  1. Step 1: Choose BambooHR as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from BambooHR to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of BambooHR and Salesforce

BambooHR is a cloud-based software company that provides solutions for Human Resources. Their main product, BambooHR, is a cloud-based human resources management solution with features that include hiring, benefits enrollment, time and attendance tracking and employee self-service. BambooHR was founded in 2010 by Edouard Bugnion, a Swiss entrepreneur who moved to the United States in 2012. The company also has offices in Switzerland and Lithuania. Salesforce is an American cloud computing company headquartered in San Francisco. Salesforce offers sales, marketing and service automation software, and is built on the idea that business applications should be more tightly integrated with social networking tools and mobile technologies. It is traded on the New York Stock Exchange (NYSE. under the ticker symbol “CRM”.

    Integration of BambooHR and Salesforce

Salesforce acquired BambooHR in February 2018 for $75 million. This integration of BambooHR and Salesforce will give Salesforce customers access to additional functionality that will help with managing their people, making it easier to hire top talent and building better relationships with employees through employee engagement. One of the other goals of this integration is to use the data collected from Salesforce’s relationship with their clients to provide specific information to BambooHR users based on their particular needs. For example, if a client has an event coming up, they can see what events are going on nearby for their employees. Event planners can reach out to the HR department to get more information about the employees that will be attending the event in order to make sure that they have a great experience at the event. These events would also be tracked in BambooHR so that you can look back and see how many people attended, what they did, etc.

    Benefits of Integration of BambooHR and Salesforce

As previously stated, one of the things that Salesforce hopes to gain out of this acquisition is data. Since they are integrating BambooHR with all of their customer’s data, they have access to more information about these customers than before. They plan to use this additional information to create better products for their clients and in turn will allow BambooHR users to create better products for their clients as well. Another benefit of this integration is that the companies plan to add functionality to both Salesforce and BambooHR that allow users to work together more efficiently. For example, if you are using both Salesforce and BambooHR in your company then this integration will allow you to create more robust reports that include information from both platforms. As an example, if you want to know what events your employees went to last quarter, you could compare the event attendance data from Salesforce with the attendance data from your employee timesheet data from BambooHR to find out what events your employees were most interested in attending.

The process to integrate BambooHR and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm