Process Street
When this happens...
Agile CRMChanged Deal Milestone
Then do this...
Process StreetCreate Checklist

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

  1. A deal is updated in Agile CRM
  2. Zapier creates a Process Street checklist

What You Need

  • Agile CRM account
  • Process Street account

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

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

Triggers when a new checklist is created.

Create Checklist

Creates a new checklist.

New Comment

Triggers when someone posts a comment.

Create Deal

Create a deal in the Agile CRM.

New Task Checked

Triggers when a checklist task is checked off.

Create Task

Create a Task for the Contact.

New Ticket

Triggers when a new ticket is added in Agile CRM.

Add Tag to Contact

Add Tag to a Contact in the Agile CRM.

New Contact

Triggers when a new contact is add in AgileCRM.

Add Note

Add a Note to the Contact.

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Become a Zapier Integration Partner

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.

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

See Agile CRM Integrations