Personio + Salesforce

Create new Salesforce contacts for every new employee in Personio

Streamline your onboarding process with this streamlined workflow. Whenever there's a new employee in Personio, it will instantly create a contact in Salesforce. This proactive approach ensures your Salesforce records are always up-to-date, allowing you to spend more time making your new hires feel welcome and less on manual data entry tasks.

When this happens...
New Employee
Triggers when a new employee is created.
TriggerScheduled
automatically do this!
Create Contact
Creates a new contact in Salesforce.
ActionWrite

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Supported triggers and actions

New Absence
Triggers when a new absence is created.
Trigger
Scheduled
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- Person ID
- Legal Entity ID
Trigger
Scheduled
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New Employee
Triggers when a new employee is created.
Trigger
Scheduled
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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
Scheduled
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- EmployeeRequired
- Absence typeRequired
- Start dateRequired
- End dateRequired
- Half-day Off Start DateRequired
- Half-day Off End DateRequired
- Comment
- Skip Approval
Action
Write

- File
- File Title
- Category ID
- File Comment
Action
Write
- File
- File Title
- Category ID
- File Comment
Action
Write
- Employee IDRequired
Action
Search
- Owner IDRequired
- Document Name
- Document Type
- Category ID
- Created On or After
- Created Before
Action
Search
- Employee IDRequired
- EmployeeRequired
- Absence typeRequired
- Start dateRequired
- End dateRequired
- Half-day Off Start DateRequired
- Half-day Off End DateRequired
- Comment
- Skip Approval
Action
Search or write
- EmailRequired
- File
- File Title
- Category ID
- File Comment
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

New Attendance
Triggers when an employee or manager logs an attendance record for the day.
Trigger
Scheduled
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- Owner IDRequired
- Category ID
- Created On or After
- Created Before
Trigger
Scheduled
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Employee Updated
Triggers when an employee is updated.
Trigger
Scheduled
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Employment Terminated
Triggers when an existing employment is terminated.
Trigger
Instant
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New Open Position
Triggers when a new open position is created.
Trigger
Scheduled
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- Job PositionRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Gender
- Phone
- Location
- Salary Expectations
- Available From
- Message
- Birthday
- Recruiting Channel ID
- File
- Desired File Name
- File Category
Action
Write
- Project ID
- EmployeeRequired
- DateRequired
- Start TimeRequired
- End TimeRequired
- BreakRequired
- CommentRequired
Action
Write
- Attendance IDRequired
- Date
- Start Time
- End Time
- Break Time
- Comment
Action
Write
- Employee IDRequired
- Category IDRequired
- FileRequired
- Desired File NameRequired
- File Comment
Action
Write
- Employee IDRequired
- Include Pending
Action
Search
- EmailRequired
Action
Search
- Employee IDRequired
- Include Pending
- Project ID
- EmployeeRequired
- DateRequired
- Start TimeRequired
- End TimeRequired
- BreakRequired
- CommentRequired
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

About Personio

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

Learn more

Related categories

Human Resources

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create Salesforce records for new Personio absences

Trigger new Salesforce actions with every new absence recorded in Personio

Personio + Salesforce

Create new Salesforce contacts for every new employee in Personio

New Absence

New Employee Compensation Record (Starts Today)

New Employee

New Employment Created

Employment Updated

Updated Attendance

Create Absence

Create Employee

Update Employee

Find Absence

Find Document

Find or Create Absence

Find or Create Employee

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

New Attendance

New Document

Employee Updated

Employment Terminated

New Open Position

Create Applicant

Create Attendance

Update Attendance

Upload File to Employee

Find Attendance

Find Employee

Find or Create Attendance

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

About Personio

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates