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A trigger is the event that starts your Zap—like a "New Employee Created" from Hibob.
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
Zapier seamlessly connects Hibob and Salesforce, automating your workflow.
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.
Triggers when a new employee is created.
Triggers when employee is inactivated in bob.
Triggers when employee termination date has occurred.
Triggers when a new Contact is created.
Triggers when employee is removed from Bob.
Triggers when employee start date has occurred.
Triggers when a new Attachment is added to a case.
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When a new employee is onboarded in Hibob, Zapier creates a corresponding record in Salesforce. This keeps HR and recruiting teams aligned by ensuring Salesforce CRM accurately reflects team growth and staffing changes.
HR & Recruiting OpsWhen a new employee is created in Hibob, Zapier automatically adds them as a lead in Salesforce. This helps the marketing team ensure new prospects—including internal referrals—are captured in the pipeline, improving lead tracking and insight generation.
Marketing & Marketing OpsWhen an employee termination date occurs in Hibob, Zapier creates a task in a project management tool like Asana or Trello. This ensures project managers are notified of resource changes so they can reassign tasks and mitigate project delays.
Project ManagementNew to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Hibob and Salesforce
To set up the integration, you'll need active accounts on both Hibob and Salesforce. Additionally, you'll require permissions to access respective APIs for both platforms. The integration requires setting up triggers in Salesforce that will execute actions within Hibob, such as updating employee records based on specific changes in Salesforce data.
The integrations can be configured to run in real-time or at scheduled intervals depending on your needs. When a trigger event occurs in Salesforce, like a new hire being added, it can initiate immediate updates in Hibob or batch them to run nightly.
Yes, we offer customization options for both triggers and actions based on your unique business processes. You can define what events in Salesforce trigger updates or actions within Hibob and tailor these workflows according to specific criteria using our interface.
You can sync various data fields such as employee information from HR modules in Hibob with corresponding records in Salesforce. Fields include personal details, job roles, department information, and more. We ensure that only approved fields are shared between the systems to maintain privacy.
Our integration adheres to strict security protocols ensuring that all data transferred between Hibob and Salesforce is encrypted. We use industry-standard security measures to protect sensitive information across both platforms during transit.
Yes, any changes made by our integrations are logged for audit purposes. This includes records of trigger events from Salesforce that result in updates or actions within Hibob which helps maintain transparency over adjustments made via automated processes.
If you experience any issues with your integration setup or performance, please reach out through our support portal where our team is ready to assist you with troubleshooting or adjustment needs related to your specific configuration.
