Close + Process Street

Initiate workflows in Process Street for every new contact added in Close

Streamline your contact management with this efficient workflow. When a new contact is added in the Close app, it triggers a workflow in the Process Street app. This automation ensures that every new contact from Close initiates a specific process in Process Street, saving you time and helping maintain consistency in your operations. Keep track of your contacts and processes without the need to manually transfer information between apps.

Streamline your contact management with this efficient workflow. When a new contact is added in the Close app, it triggers a workflow in the Process Street app. This automation ensures that every new contact from Close initiates a specific process in Process Street, saving you time and helping maintain consistency in your operations. Keep track of your contacts and processes without the need to manually transfer information between apps.

  1. When this happens...
    CloseClose
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Process StreetProcess Street
    Run Workflow

    Runs a workflow.

    ActionWrite
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Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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process-street logo
process-street logo

About Process Street

Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven workflows with built-in enforcement and proof.
Learn more

Related categories

  • Productivity

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