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How Zapier works
Zapier makes it easy to integrate Personio with Zoho CRM - no code necessary. See how you can get setup in minutes.
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 Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Personio and Zoho CRM, 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.
Try ItTriggerPolling - New Candidate
Triggers when a new Candidate is created.
Try ItTriggerPolling - Owner IDRequired
- Category ID
- Created On or After
- Created Before
Try ItTriggerPolling- Employee Updated
Triggers when an employee is updated.
Try ItTriggerPolling
- New Attendance
Triggers when an employee or manager logs an attendance record for the day.
Try ItTriggerPolling - Person ID
- Legal Entity ID
Try ItTriggerPolling- New Employee
Triggers when a new employee is created.
Try ItTriggerPolling - New Employment Created
Triggers when one or more Employment details of a Person are created
Try ItTriggerInstant
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Connect Personio and Zoho CRM to integrate crucial parts of your business
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Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Personio + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Personio and Zoho CRM
How can I connect Personio with Zoho CRM?
You can integrate Personio with Zoho CRM using our platform by setting up Zaps, which are automated workflows that connect your apps and services. To start, you'll select Personio as the trigger app and choose an event, such as 'New Employee', that will kick off the automation in Zoho CRM.
What triggers are available for Personio when integrating with Zoho CRM?
When integrating with Zoho CRM, available triggers for Personio include 'New Employee', 'Updated Employee', and 'Employee Offboarding'. These triggers will activate the workflow you've set up, allowing for automatic data transfers to Zoho CRM.
What actions can be performed in Zoho CRM after a trigger from Personio?
Depending on the workflow you set up, actions in Zoho CRM might include creating or updating contacts, adding notes to records, or triggering a follow-up task whenever there's a new employee or change in employee status in Personio.
Is it possible to update an existing contact in Zoho CRM when an employee's details change in Personio?
Yes, by using the 'Updated Employee' trigger from Personio, you can set up a workflow to automatically update existing contacts' information within your Zoho CRM system if their details are modified in Personio.
Do we support handling employee offboarding processes through this integration?
We do support this. You can use the 'Employee Offboarding' trigger from Personio to initiate actions like deactivating a user or changing their status within Zoho CRM to maintain accurate records of your current employees.
Can new employees be automatically added to specific groups or campaigns within Zoho CRM through this integration?
Yes, once you've set up a Zap with triggers such as 'New Employee' from Personio, you can configure actions that add them directly into specific groups or campaigns in your Zoho CRM account.
Are there any limitations on importing data fields from Personio into Zoho CRM?
While most standard fields like name and email can be transferred without issue, custom fields may require additional configuration. We recommend checking both systems for field compatibility and setting up custom mappings if needed.
