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Quickly connect Personio to Salesforce with a Zapier template.

Our most popular template

Create Salesforce records for new Personio absences
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Personio + Salesforce
Create new Salesforce contacts for every new employee in Personio
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Personio + Salesforce
Trigger new Salesforce actions with every new absence recorded in Personio
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Personio + Salesforce

Create Salesforce records for new Personio absences

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Personio + Salesforce

Create new Salesforce contacts for every new employee in Personio

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Personio + Salesforce

Trigger new Salesforce actions with every new absence recorded in Personio

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Personio + Salesforce

How Zapier works

Zapier makes it easy to integrate Personio with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Personio

A trigger is an event that starts your Zap and runs the workflow. For example, with Personio, a trigger could be "New Absence."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Personio to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Personio to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Personio + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Personio and Salesforce

How do I set up the integration between Personio and Salesforce?

To set up the integration, you'll first need to create accounts on both Personio and Salesforce platforms. After that, our platform helps you establish a connection by selecting triggers from Personio, like 'New Employee' or 'Employee Updated,' and matching them with actions in Salesforce such as 'Create Record' or 'Update Record.' Once these are mapped, the systems will work in sync based on your configurations.

What kind of data can be transferred from Personio to Salesforce using this integration?

Using this integration, you can transfer employee data such as names, job titles, departments, and more. The specific fields transferred depend on how you've set up your triggers in Personio and mapped them to actions in Salesforce.

Are there any limitations regarding data synchronization frequency?

Data synchronization depends on how you set up the triggers in Personio. Typically, when a trigger event like 'New Employee' or 'Employee Updated' occurs, it initiates an action in Salesforce immediately. However, do check for any rate limits imposed by either platform during setup.

Can I customize which fields get transferred between the two systems?

Yes, customization is at the heart of our integration service. You can select from a list of available fields in Personio as triggers and decide which corresponding actions should occur within Salesforce. This ensures only relevant information flows between systems according to your business needs.

Is it possible to automate responses in Salesforce based on updates from Personio?

Absolutely! By setting up appropriate triggers such as 'Employee Updated' in Personio, you can automate responses like sending notifications or updating records automatically in Salesforce without manual intervention.

How secure is the data transfer during the integration process?

Security is paramount for us. The data transfer between Personio and Salesforce is encrypted using industry-standard protocols. Additionally, access tokens and API keys are securely managed to ensure no unauthorized access occurs during data transfers.

What should I do if there’s an error during the syncing process?

In case of an error during syncing, first verify that your trigger settings in Personio and action mappings in Salesforce are correctly configured. Our platform also provides detailed logs that help identify issues quickly so they can be resolved efficiently.

Connect Personio and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Absence
Triggers when a new absence is created.
Trigger
Polling
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- Person ID
- Legal Entity ID
Trigger
Polling
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New Employee
Triggers when a new employee is created.
Trigger
Polling
Try It
New Employment Created
Triggers when one or more Employment details of a Person are created
Trigger
Instant
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Employment Updated
Triggers when one or more Employment details of a Person are updated
Trigger
Instant
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Updated Attendance
Triggers when an attendace record is updated.
Trigger
Polling
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- Employee
  Required
- Absence type
  Required
- Start date
  Required
- End date
  Required
- Half-day Off Start Date
  Required
- Half-day Off End Date
  Required
- Comment
- Skip_approval
Action
Write

- File
- File Title
- Category ID
- Comment
Action
Write
- File
- File Title
- Category ID
- Comment
Action
Write
- Employee ID
  Required
Action
Search
- Owner ID
  Required
- Document Name
- Document Type
- Category ID
- Created On or After
- Created Before
Action
Search
- Employee ID
  Required
- Employee
  Required
- Absence type
  Required
- Start date
  Required
- End date
  Required
- Half-day Off Start Date
  Required
- Half-day Off End Date
  Required
- Comment
- Skip_approval
Action
Search or write
- Email
  Required
- File
- File Title
- Category ID
- Comment
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- File Title
- Description
- Salesforce Object
  Required
Action
Write
- File Title
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Attendance
Triggers when an employee or manager logs an attendance record for the day.
Trigger
Polling
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- Owner ID
  Required
- Category ID
- Created On or After
- Created Before
Trigger
Polling
Try It
Employee Updated
Triggers when an employee is updated.
Trigger
Polling
Try It
Employment Terminated
Triggers when an existing employment is terminated.
Trigger
Instant
Try It
New Open Position
Triggers when a new open position is created.
Trigger
Polling
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- Job Position
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Gender
- Phone
- Location
- Salary Expectations
- Available From
- Message
- Birthday
- Recruiting Channel ID
- File
- Desired File Name
- File Category
Action
Write
- Project ID
- Employee
  Required
- Date
  Required
- Start_time
  Required
- End_time
  Required
- Break
  Required
- Comment
Action
Write
- Attendance ID
  Required
- Date
  Required
- Start_time
  Required
- End_time
  Required
- Break
  Required
- Comment
Action
Write
- Employee
  Required
- Category ID
- File
- File Title
- Comment
Action
Write
- Employee ID
  Required
- Include Pending
Action
Search
- Email
  Required
Action
Search
- Employee ID
  Required
- Include Pending
- Project ID
- Employee
  Required
- Date
  Required
- Start_time
  Required
- End_time
  Required
- Break
  Required
- Comment
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File Title
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Learn how to automate Salesforce on the Zapier blog

About Personio

Personio is a holistic HR software for companies from 10 - 2000 employees.

Learn more Help

Related categories

Human Resources

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Personio to Salesforce on the world's largest no-code automation platform

Connect Personio and Salesforce to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create Salesforce records for new Personio absences

Create new Salesforce contacts for every new employee in Personio

Trigger new Salesforce actions with every new absence recorded in Personio

Create Salesforce records for new Personio absences

Create new Salesforce contacts for every new employee in Personio

Trigger new Salesforce actions with every new absence recorded in Personio

How Zapier works

Select a trigger from Personio

Setup an action from Salesforce

That’s it! You just connected Personio to Salesforce

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Personio + Salesforce integrations

Connect Personio and Salesforce to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Salesforce on the Zapier blog

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Connect Personio to Salesforce on the world's largest no-code automation platform