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Agile CRM + Process Street Integrations

How to connect Agile CRM + Process Street

Zapier lets you send info between Agile CRM and Process Street automatically—no code required.

When this happens...
Agile CRMAgile CRM
Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

automatically do this!
Process StreetProcess Street
Run Workflow

Runs a workflow.

Supported triggers and actions

What does this mean?

How Agile CRM + Process Street Integrations Work

  1. Step 1: Authenticate Agile CRM + Process Street.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

  • CRM (Customer Relationship Management)

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process-street logo
process-street logo
process-street logo

About Process Street

Process Street is a SaaS platform that lets non-technical teams create powerful, API-driven workflows. The easiest way to document, track, automate and optimize customer-centric processes. We help sales and customer success teams drive revenue and reduce churn.
Learn More

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