How to connect BambooHR and Salesmate
Create a New Scenario to Connect BambooHR and Salesmate
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a BambooHR, triggered by another scenario, or executed manually (for testing purposes). In most cases, BambooHR or Salesmate will be your first step. To do this, click "Choose an app," find BambooHR or Salesmate, and select the appropriate trigger to start the scenario.

Add the BambooHR Node
Select the BambooHR node from the app selection panel on the right.


BambooHR

Configure the BambooHR
Click on the BambooHR node to configure it. You can modify the BambooHR URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Salesmate Node
Next, click the plus (+) icon on the BambooHR node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.


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Salesmate


Authenticate Salesmate
Now, click the Salesmate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesmate settings. Authentication allows you to use Salesmate through Latenode.
Configure the BambooHR and Salesmate Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the BambooHR and Salesmate Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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AI Anthropic Claude 3
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Salesmate
Trigger on Webhook
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BambooHR
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Iterator
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Webhook response


Save and Activate the Scenario
After configuring BambooHR, Salesmate, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the BambooHR and Salesmate integration works as expected. Depending on your setup, data should flow between BambooHR and Salesmate (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect BambooHR and Salesmate
BambooHR + Salesmate + Slack: When a new employee is added in BambooHR, a contact is created in Salesmate, and a welcome message is sent to a designated Slack channel.
Salesmate + BambooHR + Google Sheets: When a deal is won in Salesmate, the employee's bonus data is updated in BambooHR, and the record is also added to a Google Sheet for tracking.
BambooHR and Salesmate integration alternatives

About BambooHR
Streamline HR processes. Use BambooHR with Latenode to automate onboarding, offboarding, and employee data sync. Automatically update other systems (like payroll or Slack) based on BambooHR changes. Centralize HR workflows in a visual no-code builder. Reduce manual data entry and ensure consistency across all platforms.
Related categories

About Salesmate
Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.
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See how Latenode works
FAQ BambooHR and Salesmate
How can I connect my BambooHR account to Salesmate using Latenode?
To connect your BambooHR account to Salesmate on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select BambooHR and click on "Connect".
- Authenticate your BambooHR and Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new BambooHR hires to Salesmate?
Yes, using Latenode, automatically sync new BambooHR hires to Salesmate as contacts. Streamline onboarding, improve team alignment, and keep Salesmate up-to-date, saving time and avoiding manual data entry.
What types of tasks can I perform by integrating BambooHR with Salesmate?
Integrating BambooHR with Salesmate allows you to perform various tasks, including:
- Automatically creating new Salesmate contacts from new BambooHR employee records.
- Updating Salesmate contact information when employee details change in BambooHR.
- Triggering sales processes in Salesmate based on employee milestones in BambooHR.
- Generating custom reports combining HR data from BambooHR and sales data from Salesmate.
- Sending personalized welcome emails via Salesmate to new hires added to BambooHR.
How secure is my BambooHR data when used with Latenode integrations?
Latenode employs robust security measures, including encryption and access controls, to protect your BambooHR and Salesmate data during all integrations.
Are there any limitations to the BambooHR and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom fields in BambooHR might require JavaScript transformations for Salesmate compatibility.
- High-volume data syncs may require optimized workflows for performance.
- Complex logic might need advanced node configurations.