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 62 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 a checklist task is checked off.
Update an existing checklist.
Triggers when someone posts a comment.
Create a deal in the Agile CRM.
Triggers when a new ticket is added in Agile CRM.
Create a Task for the Contact.
Triggers when a new contact is add in AgileCRM.
Add Tag to a Contact in the Agile CRM.
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