Connect Personio to Zoho CRM and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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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 Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."

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

That’s it! You just connected Personio to Zoho CRM

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.

Connect Personio and Zoho CRM 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.

Connect Personio and Zoho CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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
Scheduled
Try It
New Employee
Triggers when a new employee is created.
Trigger
Scheduled
Try It
New Open Position
Triggers when a new open position is created.
Trigger
Scheduled
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
- 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
- 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 Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Email
  Required
- Layout
  Required
- Trigger Workflow?
Action
Search or write
- Module
  Required
- Field name
  Required
- Value
  Required
- Layout
  Required
- Trigger
Action
Search or write

New Attendance
Triggers when an employee or manager logs an attendance record for the day.
Trigger
Scheduled
Try It
Employee Updated
Triggers when an employee is updated.
Trigger
Scheduled
Try It
Updated Attendance
Triggers when an attendace record is updated.
Trigger
Scheduled
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
- Comment
Action
Write
- File
- File Title
- Category ID
- Comment
Action
Write
- Employee ID
  Required
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 Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
Action
Search
- Email
  Required
- Layout
  Required
- Trigger Workflow?
Action
Search or write