Salesforce + BambooHR Integrations
Put Salesforce + BambooHR to work with AI and enterprise-grade automation
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Workflows you can build between Salesforce and BambooHR
See the kind of workflows teams build with Salesforce and BambooHR below — describe the exact one you want above and the Agent builds it on demand.
Salesforce + BambooHR
When a report changes in BambooHR, sync updated employee information to Salesforce.
Assign new sales leads when employees are hired
When a new employee is hired in BambooHR, automatically create or update contact assignments in Salesforce to distribute lead ownership smoothly.
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Update deal ownership when sales reps offboard
When an employee is terminated in BambooHR, automatically update deal stages or reassign opportunities in Salesforce so pipeline continuity isn't lost.
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Update employee records upon winning key sales deals
When a deal is won in Salesforce, automatically update employee records in BambooHR to reflect sales performance metrics and incentive milestones.
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Browse the full workflow library →
Looking to achieve something else with Salesforce and BambooHR?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Salesforce and BambooHR
Everything Salesforce and BambooHR can do inside a workflow — the triggers that start one and the actions that run when it fires.
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
BambooHR Explore BambooHR →
BambooHR is a human resources management software that organizes employee records, tracks paid time off, and handles onboarding workflows.
TriggersTriggers on a new employee's start date.
Triggers when a new employee is created.
Triggers when a company report changes. Works best with reports sorted by a date field in descending order. Use this trigger only for reports BambooHR hasn't yet migrated to its current Report Builder — for those, use "Changed Report" instead.
Triggers when a company report changes. Works best with reports sorted by a date field in descending order. Use a report created in the current Report Builder.
Triggers when an employee is terminated.
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.
Adds one or more timesheet clock entries for an employee.
Creates a new employee.
Get a summary of who's out of the office on a given date.
Approve, deny, or cancel a time off request.
Updates an existing employee.
Uploads an Employee File.
Other CRM apps on Knit
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10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Other HRIS apps on Knit
Explore more HRIS integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
BrightHR
A human resources software platform designed for small businesses to track employee attendance, manage leave, and store HR documents.
Collage HR
Collage HR is an HRIS platform designed to manage employee records, onboarding, benefits, and HR operations.
Convenia
A cloud-based HR management platform built to automate payroll processing, employee benefits, and human resource administration.
DayForce
DayForce is human capital management (HRIS) software designed to manage payroll, HR, benefits, and workforce scheduling.
Deel
Deel is global payroll and HRIS software designed to manage international employee hiring, compliance, and payments.
Employment Hero Software
Employment Hero Payroll Software is HRIS and payroll software that automates employee wage calculations, tax filings, and compliance.
Factorial
Factorial is HRIS software designed to streamline human resources management, time tracking, payroll, and benefits.
Factorial HR
Factorial HR is human resources software designed to automate employee management, time off, and payroll workflows.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Salesforce + BambooHR
Is there a pre-built Salesforce + BambooHR automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Salesforce and BambooHR's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Salesforce or BambooHR connector?
No. The Agent works whether or not Salesforce or BambooHR already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why connect Salesforce with BambooHR?
Connecting HR and CRM data ensures seamless transitions during staff onboarding or departures by maintaining accurate lead ownership and pipeline continuity.
What happens in Salesforce when an employee departs in BambooHR?
Terminating an employee profile in BambooHR can automatically update deal management records and contact assignments in Salesforce.