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Close + Process Street integrations
Add new Process Street workflow run as Close tasks
Add Process Street workflow run as tasks on Close with this Close-Process Street Zapier integration, reminding you and your team to run the checklist. This automation is useful for customer success and sales teams with recurring Process Street workflows.
How It Works
- A checklist is created on Process Street
- Zapier creates a task in Close
What You Need
- Close account
- Process Street account
- When this happens...New Workflow RunTriggers when a workflow is run.
- automatically do this!Create TaskCreates a new Task.
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More things you can do with Process Street and Close
Discover other triggers and actions you can use with Process Street and Close
- Workflow
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- Author
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- Task
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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.
Related categories
Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven workflows with built-in enforcement and proof.
Related categories
Related Zap Templates
- Create Process Street workflow run for Close opportunities
- Update tickets in Process Street from new SMSs in Close.io
- Create Close notes for new checked tasks in Process Street
- Create Close notes for new Process Street workflow run
- Create notes in Close for new Process Street workflow run
- Create tasks in Close for new workflow run in Process Street
- Initiate Process Street workflows when new custom activities are published in Close
- Run workflows in Process Street for new opportunities in status from Close
- Initiate workflows in Process Street for every new contact added in Close
- Create notes in Close when workflow runs are completed in Process Street









