Integrate Salesforce with BambooHR

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

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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.

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.

BambooHR Integrations
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Best Salesforce and BambooHR Integrations

  • Salesforce Integration BambooHR Integration

    Salesforce + BambooHR

    Respond to Time Off Request in BambooHR when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    BambooHR Integration Respond to Time Off Request
  • Salesforce Integration BambooHR Integration

    Salesforce + BambooHR

    Update Employee in BambooHR when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    BambooHR Integration Update Employee
  • Salesforce Integration BambooHR Integration

    Salesforce + BambooHR

    Create Employee to BambooHR from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    BambooHR Integration Create Employee
  • Salesforce Integration BambooHR Integration

    Salesforce + BambooHR

    Respond to Time Off Request in BambooHR when New Contact is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    BambooHR Integration Respond to Time Off Request
  • Salesforce Integration BambooHR Integration

    Salesforce + BambooHR

    Update Employee in BambooHR when New Contact is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    BambooHR Integration Update Employee
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesforce + BambooHR in easier way

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

    Triggers
  • 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.

  • 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

    Actions
  • 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.

  • 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

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & BambooHR Integrations Work

  1. Step 1: Choose Salesforce 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 BambooHR 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 Salesforce to BambooHR.

    (2 minutes)

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

Integration of Salesforce and BambooHR

  • Salesforce? Salesforce is a comprehensive Customer Relationship Management (CRM. application. It contains numerous features like sales, marketing, service and support, data management, IT service, etc. (“About Us” n.d..
  • BambooHR? It is an HR software. It supports the needs of small and medium-sized businesses as it can easily be integrated with other applications like Google apps or Salesforce. Its main focus is on the staff and team management. The product is used by companies from different industries including manufacturing, IT, education, construction and the public sector (“Why BambooHR? ” n.d..
  • Integration of Salesforce and BambooHR In order to enable your organization to get the maximum benefit from Salesforce and BambooHR integration you should consider these stages:
    • Analyzing your current processes.
    • Defining and documenting the business objective.
    • Analysis of the options available for integration in relation to your business requirements.
    • Development and testing of the integration.
    • Implementation of the integration spution.
    • User acceptance testing.
    • Businesses Acceptance Testing (BAT. (“Seamlessly Integrate Salesforce and BambooHR” 2015)

  • Benefits of Integration of Salesforce and BambooHR There are many benefits that can be achieved when integrating Salesforce and BambooHR. These are:
    • Enable better real time information flow between Salesforce and BambooHR. This will aid in getting rid of duplicate work and errors caused by manual data entry by employees. This will also help to reduce operational costs connected with data cplection and management, as well as improve the quality and accuracy of data which will result in increased productivity and profitability among other benefits (“Seamlessly Integrate Salesforce and BambooHR” 2015.
    • The integration spution will eliminate manual data entry, making data management more efficient. It will not only save you time but also accelerate your decision making process (“Seamlessly Integrate Salesforce and BambooHR” 2015.
    • This spution will provide you with the ability to have a hpistic view of all the essential data in one place which will allow you to make faster decisions (“Seamlessly Integrate Salesforce and BambooHR” 2015.

    In conclusion, it is possible to integrate Salesforce and BambooHR systems with minimum effort, achieving maximum results. This can ensure smooth functioning of your business while saving much time and money that would otherwise be spent on managing data manually.

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