Process Street + Agile CRM Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Process Street and Agile CRM, with as many as 53 possible integrations. Are you ready to find your productivity superpowers?
Create Process Street checklists from Agile CRM milestones
Trigger processes smoothly and automate workflows automatically by linking Agile CRM to Process Street. When you hit certain deal milestones, Zapier creates and assigns Process Street checklists from a template of your choice, pre-populated with data from Agile CRM.
How It Works
- A deal is updated in Agile CRM
- Zapier creates a Process Street checklist
What You Need
- Agile CRM account
- Process Street account
It's easy to connect Process Street + Agile CRM and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new checklist is created.
Creates a new checklist.
Triggers when someone posts a comment.
Create a deal in the Agile CRM.
Triggers when a checklist task is checked off.
Create a Task for the Contact.
Triggers when a new ticket is added in Agile CRM.
Add Tag to a Contact in the Agile CRM.
Triggers when a new contact is add in AgileCRM.
Add a Note to the Contact.
Get started for free—14 day trial of premium features and apps.
No coding required—automate any of 1,000+ apps in minutes.
Enterprise-level security—connect mission-critical apps.