Create Process Street checklists for Capsule CRM opportunities

Automate tedious admin work with this Capsule CRM-Process Street integration. Each time a new opportunity is added to Capsule CRM, Process Street creates a checklist from a template of you choice.

Use this to trigger and assign standard operating procedures for sales, customer success and more.

How It Works

  1. An opportunity is added in Capsule CRM
  2. Zapier creates a checklist in Process Street from a template of your choice

What You Need

  • Capsule CRM account
  • Process Street account
Create Process Street checklists for Capsule CRM opportunities
Capsule CRM integration logo

Capsule CRM is a hosted CRM for keeping tack of your clients and prospects online. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule CRM.

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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