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

  1. A deal is updated in Agile CRM
  2. Zapier creates a Process Street checklist

What You Need

  • Agile CRM account
  • Process Street account
Create Process Street checklists from Agile CRM milestones
Agile CRM integration logo

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

Process Street integration logo

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.

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