Connect HR Partner and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Employee
New Reminder
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Employee
Triggers when a new employee is created
New Reminder
Triggers when a new reminder is create
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Do thisActions
Action is the task that follows automatically within your HR Partner integrations.
Update Reminder
Updates a Reminder in HR Partner.
Delete Remainder
Delete a reminder completely from HR Partner.
Get all job
list all job
Get Employee
List all Employee
New Applicant
List all new job applicant
Add/Update Applicant
This action will add or update an applicant, including the job they applied for and the stage within that application.
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Frequently Asked Questions
To start, connect both your HR Partner and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in HR Partner triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how HR Partner data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between HR Partner and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between HR Partner and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About HR Partner
HR Partner is a comprehensive human resources management platform designed to streamline HR processes for businesses of all sizes. It offers tools for managing employee records, leave requests, recruitment, performance reviews, and more, all in one centralized location.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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