Agile CRM
When this happens...
Agile CRMChanged Deal Milestone
Then do this...
Process StreetCreate 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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Ticket

Triggers when a new ticket is added in Agile CRM.

Create Deal

Create a deal in the Agile CRM.

New Contact

Triggers when a new contact is add in AgileCRM.

Create Task

Create a Task for the Contact.

New Case

Triggers when a new case is added in Agile CRM.

Add Tag to Contact

Add Tag to a Contact in the Agile CRM.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

Add Note

Add a Note to the Contact.

New Deal

Triggers when a new Deal is added in AgileCRM.

Create Contact

Creates New Contact in the Agile CRM.

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Become a Zapier Integration Partner

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 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.

See Process Street Integrations