When this happens...
Capsule CRMNew Opportunity
Then do this...
Process StreetCreate Checklist

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

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 Capsule CRM + Process Street and requires absolutely zero coding experience—the only limit is your own imagination.

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

Triggers when a new person is added.

Create Task

Add a new task

New Task

Triggers when a new open task is added.

Create Organization

Create a new organization.

New Organization

Triggers when a new organization is added.

Create Person

Create a new person.

New Opportunity

Triggers when a new opportunity is added.

Create Tag on Party

Add a new tag on a specific party (person or organization)

New Checklist

Triggers when a new checklist is created.

Create Case

Create a new case.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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 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.