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Create Process Street checklists from Agile CRM milestones

  1. When this happensStep 1: Changed Deal Milestone

  2. Then do thisStep 2: Create Checklist

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
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Connect Agile CRM + Process Street in Minutes

It's easy to connect Agile CRM + Process Street and requires absolutely zero coding experience—the only limit is your own imagination.

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