Agile CRM + Process Street Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Agile CRM and Process Street, with as many as 62 possible integrations. Are you ready to find your productivity superpowers?
Create Process Street checklists from Agile CRM milestones
Trigger processes smoothly and automate workflows automatically by linking Agile CRM to Process Street. When you hit certain deal milestones, Zapier creates and assigns Process Street checklists from a template of your choice, pre-populated with data from Agile CRM.
How It Works
- A deal is updated in Agile CRM
- Zapier creates a Process Street checklist
What You Need
- Agile CRM account
- Process Street account
It's easy to connect Agile CRM + Process Street and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new ticket is added in Agile CRM.
Create a deal in the Agile CRM.
Triggers when a new contact is add in AgileCRM.
Create a Task for the Contact.
Triggers when a new case is added in Agile CRM.
Add Tag to a Contact in the Agile CRM.
Triggers when a tag is added to contact in AgileCRM.
Add a Note to the Contact.
Triggers when a new Deal is added in AgileCRM.
Creates New Contact in the Agile CRM.
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