Close
When this happens...
Process StreetNew Checklist
Then do this...
CloseCreate Task

Add Process Street checklists as tasks on Close with this Close-Process Street Zapier integration, reminding you and your team to run the checklist. Useful for customer success and sales teams with recurring Process Street workflows.

How It Works

  1. A checklist is created on Process Street
  2. Zapier creates a task in Close

What You Need

  • Close 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 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

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

Triggers when a new incoming Email is created or an outgoing Email is sent.

Run Sent Email Report

Runs a sent email report for your organization.

New Event

Triggers when a new event is created.

Run Status Change Report

Runs a status change report for your organization.

New or Updated Email Sequence Subscription

Triggers when a contact is subscribed to an email sequence, when an email sequence subscription is paused, or when an email sequence subscription is finished.

Create Note

Creates a new note.

New Lead in Search Query / Smart View

Triggers when a new lead is added to a search query or Smart View.

Create Email

Creates a new email.

New Task

Triggers when a new task is created or completed.

Run Opportunity Report

Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.io.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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

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