Connect Personio and Salesforce to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Personio and Salesforce together. Build enterprise-grade automation in minutes.

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

Details

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Personio + Salesforce

Trigger new Salesforce actions with every new absence recorded in Personio

Details

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Personio + Salesforce

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

How Zapier works

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Absence" from Personio.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Personio and Salesforce, automating your workflow.

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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Updated Attendance (Instant)
Triggers instantly when an attendance period is updated.
Trigger
Instant
Try It
- Person ID
- Legal Entity ID
Trigger
Polling
Try It
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
Try It

Employment Updated
Triggers when one or more Employment details of a Person are updated
Trigger
Instant
Try It
- Job Position
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Gender
- Phone
- Location
- Salary Expectations
- Available From
- Message
- Birthday
- Recruiting Channel ID
- File
- FileNameInfo
- Desired File Name
- File Category
Action
Write

- Project ID
- Employee
  Required
- Date
  Required
- Start_time
  Required
- End_time
  Required
- Break
- Break Start Time
- Comment
  Required
Action
Write
- Attendance ID
  Required
- Date
- Start_time
- End Time
- Break Time
- Comment
Action
Write
- Employee ID
  Required
- Category ID
  Required
- File
  Required
- Desired File Name
  Required
- File Comment
Action
Write
- Employee ID
  Required
- Include Pending
Action
Search
- Email
  Required
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
- File Comment
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- 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
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
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
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  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

New Attendance (Instant)
Triggers instantly when a new attendance period is created.
Trigger
Instant
Try It
New Candidate
Triggers when a new Candidate is created.
Trigger
Polling
Try It
- 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
Try It
- 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
- File Comment
Action
Write
- File
- File Title
- Category ID
- File 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
- Person ID
- Email
- First Name
- Last Name
- Include Absence Information
Action
Search
- Employee ID
  Required
- Include Pending
- Project ID
- Employee
  Required
- Date
  Required
- Start_time
  Required
- End_time
  Required
- Break
- Break Start Time
- Comment
  Required
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 Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
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

For AI agents & developers

Use Personio and Salesforce with AI agents and code

Beyond Zap workflows. Call Personio and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Personio and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Applicant
Add Contact to Campaign

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Personio and Salesforce actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* personio / salesforce action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

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.

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.

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.

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.

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.

Learn how to automate Salesforce on the Zapier blog

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

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.

About Personio

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

HelpHelp

Related categories

Human Resources

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Connect Personio and Salesforce to power AI-driven automation

Launch your first automated workflow

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

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

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Personio and Salesforce with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

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

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

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Make work flow with AI

Frequently Asked Questions about Personio + Salesforce integrations

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