Follow Up Boss + BambooHR Integration

Integrate BambooHR to Follow Up Boss in one click, or tell Integrately AI how you want each candidate handled. Create a contact, log details, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Follow Up Boss
    Contact is updated in Follow Up Boss Instant
  • Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • 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
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2.
  • Follow Up Boss
    Update deal in Follow Up Boss
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Add relationship in Follow Up Boss
  • Follow Up Boss
    Get contact by id in Follow Up Boss
  • Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Search contact in Follow Up Boss
  • Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Reassign agent in Follow Up Boss
  • Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Follow Up Boss
    Create note in Follow Up Boss
  • Follow Up Boss
    Create deal in Follow Up Boss
  • Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Follow Up Boss
    Create collaborators in Follow Up Boss
  • Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Follow Up Boss
    Create task in Follow Up Boss
  • Follow Up Boss
    Log call in Follow Up Boss
  • 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

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Ready WorkflowsReady Workflows   for Follow Up Boss + BambooHR Integration

Capture candidates, create contacts, update deals, alert your team, and send 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 + Follow Up Boss flow

Send details to email, schedule follow-ups, notify team channels, and log documents as your workflow runs. Pick a combination and activate it in one click.

Follow Up Boss
BambooHR
+
GmailGmail (4)
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (3)
+
DocuSignDocuSign (3)
+
SlackSlack (3)
+
TwilioTwilio (3)
B
F
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When a new candidate is created in BambooHR, create a contact in Follow Up Boss, and send an email in Gmail.
New candidates in BambooHR immediately create a Follow Up Boss contact while sending a welcome email via Gmail.
F
B
G
When a contact is created in Follow Up Boss, update employee in BambooHR, and send an email in Gmail.
New contacts in Follow Up Boss update employee records in BambooHR and notify stakeholders via Gmail.
B
F
G
When a time off request is received in BambooHR, update deal in Follow Up Boss, and send an email in Gmail.
Time off requests in BambooHR update Follow Up Boss deals and trigger notification emails in Gmail.
B
C
F
G
Use Claude to summarise every new candidate in BambooHR, create a contact in Follow Up Boss, and send a briefing email in Gmail.
Claude summarises new BambooHR candidates before creating a Follow Up Boss contact and emailing a brief via Gmail.

Supported triggers and actions for Follow Up Boss and BambooHR

Mix and match to build the exact automation you need

Follow Up Boss
Follow Up Boss Triggers & Actions
Instant
Contact is updated in Follow Up Boss
Triggers the automation when a new contact is updated
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Instant
Contact is created in Follow Up Boss
Triggers the automation when a new contact is created
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Instant
Tag is added to contact in Follow Up Boss
Triggers the automation when a tag is added
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Instant
Person stage is updated in Follow Up Boss
Triggers the automation when a person's stage is updated
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Instant
Deal is created in Follow Up Boss
Triggers the automation when a deal is created
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Instant
Deal is updated in Follow Up Boss
Triggers the automation when a deal is updated
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Instant
Appointment is created in Follow Up Boss
Triggers the automation when a new appointment is created
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Update deal in Follow Up Boss
Updates deal information based on new criteria or changes
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Search deal in Follow Up Boss
Retrieves and find a deal
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Add relationship in Follow Up Boss
Adds a new relationship.
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Get contact by id in Follow Up Boss
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Create contact without triggering action plans in Follow Up Boss
Adds new contact without initiating any automated follow-up sequences
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Search contact in Follow Up Boss
Finds and retrieves contact information
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Add tags to a contact in Follow Up Boss
Adds tags to a contact
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Update contact without triggering action plans in Follow Up Boss
Updates contact details without initiating any action sequences
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Reassign agent in Follow Up Boss
Reassigns the task to a different agent
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Change stage of a contact in Follow Up Boss
Updates the stage of a contact based on particular criteria
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Create note in Follow Up Boss
Creates a new note in the particular format
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Create deal in Follow Up Boss
Generates a new deal with
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Create inquiry or website event in Follow Up Boss
Creates a new inquiry or logs a website event
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Apply an action plan to a contact in Follow Up Boss
Applies an action plan to a contact
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Create collaborators in Follow Up Boss
Invites team members to collaborate on projects and share resources
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Pause an action plan for a contact in Follow Up Boss
Pauses the action plan for a contact
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Create task in Follow Up Boss
Creates a new task
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Log call in Follow Up Boss
Record and save call details for future reference
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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
Try it →
New time off request is received in BambooHR
Triggers the automation when a new time off request is received
Try it →
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
Try it →
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
Try it →
Respond to time off request in BambooHR
Responds to a time off request
Try it →
Get candidate by ID in BambooHR
Try it →

What can you automate with BambooHR + Follow Up Boss?

Streamline your HR and real estate workflows by connecting BambooHR and Follow Up Boss triggers to instant actions.

What you can automate?
🔄
Sync New Candidates to CRM Contacts
Automatically turn every new candidate created in BambooHR into a contact in Follow Up Boss without lifting a finger.
📝
Capture Every Submitted Field
Map detailed candidate and employee fields directly into your Follow Up Boss records instead of just basic contact info.
🔔
Alert Your Team Instantly
Send immediate notifications to your team channel or email whenever a new candidate or time off request arrives.
🔀
Route Based on Submitted Data
Perform different actions in Follow Up Boss depending on specific details submitted in your BambooHR forms.
🔄
Keep Records Up to Date
Automatically update existing contacts, deals, or employee profiles as information changes across platforms.
🔍
Prevent Duplicate Entries
Search existing records before creating new ones to ensure clean data structures in Follow Up Boss.
📅
Handle Status Changes Seamlessly
Trigger follow-up tasks and deal updates whenever a contact stage or employee status changes.
🔌
Extend Flows to Slack and Gmail
Connect your core BambooHR and Follow Up Boss workflow to messaging and email tools for complete team alignment.
And much more...

Who is BambooHR + Follow Up Boss integration for?

HR managers, real estate team leads, and recruiting professionals who need automated data synchronisation between personnel systems and sales pipelines.

HR Analytics Managers
HR Analytics Managers
Real Estate Team Leads
Real Estate Team Leads
Operations Directors
Operations Directors
Recruitment Coordinators
Recruitment Coordinators
Sales Operations Specialists
Sales Operations Specialists
Agency Owners
Agency Owners
📊
HR Analytics Managers
You're compiling recruitment metrics from BambooHR but your reporting sheet only updates when someone manually exports candidate files, so the pipeline counts you're reviewing are always outdated — with this integration, every new record lands in your system instantly and your numbers stay current.
Real Estate Team Leads
You need to act fast on incoming leads and agent updates, but manual data entry causes critical delays in Follow Up Boss — with this integration, every personnel action syncs immediately and client follow-ups happen on time.
📋
Operations Directors
You answer to executive stakeholders who want to see real-time pipeline and personnel progress, but disjointed tool records make reporting slow — with this integration, cross-platform updates occur automatically and transparency is maintained.
📈
Recruitment Coordinators
The volume of candidate applications is too high for anyone to keep up by hand across BambooHR and Follow Up Boss, leading to missed profile entries — with this integration, every submission is processed without manual bottlenecks.
🤝
Sales Operations Specialists
You own the next step in lead management and depend on HR upstream to hand over details without error, but manual transcription causes mistakes — with this integration, every contact is created reliably with zero data loss.
🗂️
Agency Owners
You need a reliable history of all candidate and client interactions, but keep finding gaps between BambooHR and Follow Up Boss records — with this integration, complete activity logs are maintained continuously across both platforms.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Follow Up Boss + BambooHR

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

1,500+ apps connected
1,500+ apps connected
Connect Follow Up Boss + BambooHR 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect BambooHR to Follow Up Boss?
Frequently Asked Questions
You can connect BambooHR to Follow Up Boss instantly using 1-click ready workflows on Integrately. Choose from templates connecting Gmail, Slack, and Google Calendar, or ask Integrately AI to build your exact automation.
Can I automatically sync new candidates from BambooHR into Follow Up Boss contacts?
Frequently Asked Questions
Can I connect BambooHR, Follow Up Boss, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for BambooHR and Follow Up Boss?
Frequently Asked Questions
How does BambooHR handle candidate and employee triggers here?
Frequently Asked Questions
How do Follow Up Boss actions update my sales pipeline?
Frequently Asked Questions
Do I need coding skills to automate BambooHR and Follow Up Boss?
Frequently Asked Questions
Is the BambooHR and Follow Up Boss integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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