HubSpot CRM + Process Street Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect HubSpot CRM and Process Street, with as many as 30 possible integrations. Are you ready to find your productivity superpowers?
BrightIdeas Zap 5: Change Lead Status to Supplier Triggers Step 2 & 3 Checklists
Make sure that each of your suppliers gets the same attention from your team with this BrightIdeas Zap. It will watch for new lead status changes on HubSpot CRM, find the contact info, make sure the person is a supplier, then will create checklists for your team to follow up with onboarding in Process Street.
How this BrightIdeas integration works
- A new contact's lead status is changed in HubSpot CRM
- Zapier finds that user's contact info in HubSpot CRM, and makes sure that lead is a supplier
- Zapier then creates two checklists in Process Street
- HubSpot CRM
- Process Street
It's easy to connect HubSpot CRM + Process Street and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new deal is created.
Creates a new deal.
Triggered every time a new contact is created in HubSpot.
Updates an existing deal.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Creates a new company.
Triggers when a new checklist is created.
Create a new contact or update an existing contact based on email address.
Triggers when a checklist task is checked off.
Updates an existing company.
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