HubSpot CRM
When this happens...
HubSpot CRMNew Contact Property Change
do these tasks!
Process StreetCreate Checklist
Process StreetCreate Checklist

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

  1. A new contact's lead status is changed in HubSpot CRM
  2. Zapier finds that user's contact info in HubSpot CRM, and makes sure that lead is a supplier
  3. Zapier then creates two checklists in Process Street

Apps involved

  • HubSpot CRM
  • Process Street

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

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

Triggers when a new deal is created.

Create Deal

Creates a new deal.

New Contact

Triggered every time a new contact is created in HubSpot.

Update Deal

Updates an existing deal.

New Contact Property Change

Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

Create Company

Creates a new company.

New Checklist

Triggers when a new checklist is created.

Create or Update Contact

Create a new contact or update an existing contact based on email address.

New Comment

Triggers when someone posts a comment.

Update Company

Updates an existing company.

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HubSpot CRM automatically logs emails with your contacts. It helps sales teams navigate and chart opportunities by tracking email conversations, contacts, companies, deals, and tasks — all in one seamless package.

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