BambooHR + Close Integration

Integrate BambooHR to Close in one click, or tell Integrately AI how you want each lead handled. Create leads in Close, update employee details, log notes, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • BambooHR
    Candidate is created in BambooHR
  • BambooHR
    New employee is created in BambooHR
  • BambooHR
    New time off request is received in BambooHR
  • BambooHR
    Holiday is taken by employee in BambooHR
  • BambooHR
    Report is changed in BambooHR
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
Arrow Right
2.
  • BambooHR
    Create candiadate in BambooHR
  • BambooHR
    Create Employee in BambooHR
  • BambooHR
    Update employee in BambooHR
  • BambooHR
    Respond to time off request in BambooHR
  • BambooHR
    Get candidate by ID in BambooHR
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close

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Ready WorkflowsReady Workflows   for BambooHR + Close Integration

Capture new employee records, create matching leads, update contact details, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your BambooHR + Close flow

Sync HR records to scheduling tools, messaging apps, and CRMs to keep your entire team aligned. Pick a combination and activate it in one click.

BambooHR
Close
+
Google CalendarGoogle Calendar (8)
+
SlackSlack (8)
+
HubSpotHubSpot (8)
+
GmailGmail (8)
+
CalendlyCalendly (8)
+
ZoomZoom (8)
B
G
C
Create a Google Calendar event when a new employee is created in BambooHR and create a lead in Close.
New employees trigger a Google Calendar onboarding event and create a lead in Close instantly, removing manual scheduling steps.
B
G
C
When a new time off request is received in BambooHR, create a Google Calendar out of office event and update the task in Close.
Time off requests automatically block out Google Calendar and update tasks in Close without manual intervention.
B
G
C
When a candidate is created in BambooHR, create a Google Calendar interview event and search lead in Close.
Candidate creation instantly schedules interview slots on Google Calendar and searches matching records in Close.
C
G
B
Create a Google Calendar meeting when a Close lead is created and get candidate by ID in BambooHR.
New Close leads trigger Google Calendar meetings and retrieve candidate details from BambooHR instantly.
B
G
C
If a holiday is taken by an employee in BambooHR, create a Google Calendar out of office entry and create a task in Close.
Employee holidays automatically generate calendar blocks and follow-up tasks in Close for remaining deal coverage.
C
G
B
When an opportunity is created in Close, update the Google Calendar meeting and update employee details in BambooHR.
New sales opportunities update calendar schedules and synchronize employee records between Close and BambooHR.
B
G
C
Use Claude to summarise new BambooHR candidates, create a Google Calendar interview, and create a lead in Close.
Claude summarises candidate details from BambooHR, schedules interviews on Google Calendar, and creates leads in Close.
B
G
C
S
When a new employee is created in BambooHR, schedule a Google Calendar onboarding meeting, create a Close lead, and notify Slack.
New employees trigger Google Calendar onboarding events, create Close leads, and post team notifications in Slack.

Supported triggers and actions for BambooHR and Close

Mix and match to build the exact automation you need

BambooHR
BambooHR Triggers & Actions
Candidate is created in BambooHR
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New employee is created in BambooHR
Triggers the automation when a new employee is added
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New time off request is received in BambooHR
Triggers the automation when a new time off request is received
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Holiday is taken by employee in BambooHR
Triggers the automation when an employee takes a holiday
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Report is changed in BambooHR
Triggers the automation when a report is changed
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Create candiadate in BambooHR
Adds a new candidate to the system
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Create Employee in BambooHR
Adds a new contact to the contact list
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Update employee in BambooHR
Updates employee information in real-time
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Respond to time off request in BambooHR
Responds to a time off request
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Get candidate by ID in BambooHR
Try it →
Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
Try it →
Search call in Close
Searches for a call
Try it →

What can you automate with BambooHR + Close?

Streamline your HR and sales workflows by connecting BambooHR and Close to automate lead creation, data syncs, and team notifications.

What you can automate?
🔄
Sync new employees and create matching leads
Automatically create a lead in Close whenever a new employee is created in BambooHR. Eliminate manual data entry and keep your HR and sales systems perfectly aligned.
📋
Capture every submitted candidate detail
Map all available BambooHR candidate fields into separate Close lead fields instead of just a name and email. Your CRM becomes a richer source for review and follow-up.
🔔
Notify your team the moment updates occur
Send instant alerts to your team in Slack whenever a time off request is received or an employee record changes in BambooHR, ensuring everyone stays informed.
🔀
Route workflows based on submitted fields
Trigger different actions in Close depending on the department or location submitted in BambooHR. Direct specific records to the right team members automatically.
📝
Keep your CRM updated as records change
Automatically update Close leads whenever employee details or candidate statuses are modified in BambooHR, preventing outdated information in your pipeline.
🔍
Match and update existing records
Search for existing contacts before creating new ones, updating records when matches are found to prevent duplicate entries across your platforms.
⏱️
Manage later status changes seamlessly
Automatically update lead statuses in Close when opportunity stages change or candidate workflows reach final milestones in your HR system.
💬
Extend your workflow with Slack alerts
Push notifications to Slack channels whenever a candidate is created or a time off request is approved, combining HR updates with team messaging in one flow.
And much more...

Who is BambooHR + Close integration for?

Operations teams, sales managers, and HR professionals looking to eliminate manual data entry and synchronize employee and CRM records seamlessly.

HR Operations Teams
HR Operations Teams
Sales Managers
Sales Managers
Account Executives
Account Executives
HR Coordinators
HR Coordinators
Recruiting Leads
Recruiting Leads
Operations Directors
Operations Directors
📈
HR Operations Teams
You're tracking headcount changes across multiple spreadsheets but your records only update when someone manually exports employee data, so the headcount counts you report are always a few hours behind — with this integration, every new employee record lands in your system instantly and your data stays current.
Sales Managers
You need to act fast on new hires or candidate pipelines, but details from your HR platform arrive too late for your sales team to engage effectively — with this integration, every new candidate lands in your CRM immediately and your outreach starts on time.
📊
Account Executives
You answer to department heads who want to see pipeline growth and staffing updates in real time, but manual data entry leaves your reports looking outdated — with this integration, every staff update flows straight into your deals and keeps stakeholders fully informed.
👥
HR Coordinators
The volume of candidate applications and time off requests is too high for anyone to keep up by hand, leading to missed follow-ups and scattered records — with this integration, every candidate submission creates a tracked lead automatically and nothing slips through.
🤝
Recruiting Leads
You own the interview scheduling and follow-up step but depend on someone upstream to log new candidates, causing frustrating delays in your hiring pipeline — with this integration, every candidate created in your HR tool instantly triggers your outreach workflow.
🗂️
Operations Directors
You need a reliable history of staff movements and deal associations, but manual logging keeps leaving frustrating gaps in your audit trails — with this integration, every change is recorded cleanly across both platforms without missing a step.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate BambooHR + Close

Build and manage your BambooHR + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect BambooHR + Close with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Automation is ready
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Frequently Asked Questions

How do I connect BambooHR to Close?
Frequently Asked Questions
You can connect BambooHR to Close in just 1 click using ready templates on Integrately or ask Integrately AI to build the automation. Supported apps like Slack, Gmail, and Google Calendar can also be added easily.
Can I automatically create Close leads when new employees are added in BambooHR?
Frequently Asked Questions
Can I connect BambooHR, Close, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for BambooHR and Close?
Frequently Asked Questions
How do time off requests in BambooHR update my Close records?
Frequently Asked Questions
Can I update employee details in BambooHR when Close lead statuses change?
Frequently Asked Questions
How do I automate BambooHR and Close without coding?
Frequently Asked Questions
Is the BambooHR and Close integration free?
Frequently Asked Questions
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