Agile CRM + Process Street
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.
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.
- When this happens...Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
- automatically do this!Run Workflow
Runs a workflow.
- Free forever for core features
- 14 day trial for premium features & apps
About Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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Marketing Automation, WordPressAbout Process Street
Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.
