1.Detect new leaver
Integrate People HR to capture the leaver event data and initiate the offboarding workflow.
Notify IT and update CRM for employee leavers
Automatically monitor new leaver events across People HR, Webhooks by Zapier, Slack, and Salesforce. Create and update when leaver recorded, leaving date added, or leaver role captured—so you can notify IT, update CRM records, and start offboarding without manual follow-up.
How this automation starts offboarding for leavers
When leavers get logged without immediate IT and CRM updates, offboarding work can start late and records can drift out of sync. This automation monitors leaver events and sends IT alerts and updates Salesforce records—so your team can act fast with accurate status.
People HRor swap with your favorite app
2.Fetch extended employee details
Integrate Webhooks by Zapier and HR API lookup tools to fetch extended details using the leaver unique identifier.
Webhooks by Zapieror swap with your favorite app
3.Send IT private message
Integrate Slack and team messaging tools to post a private IT alert with role and leaving-date fields.
Slackor swap with your favorite app
4.Gate CRM update path
Integrate Filter by Zapier to continue only when a qualifying CRM identifier is present on the employee record.
Filter by Zapieror swap with your favorite app
5.Update leaver HR status
Integrate Salesforce and CRM data tools to find the contact and set the configured HR status for leavers.
Salesforceor swap with your favorite app
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Explore all employee offboarding automations
Simplify employee exits with automated task routing, account deactivation, and records updates
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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