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Close + Process Street

Add new Process Street checklists as Close tasks

Add Process Street checklists as tasks on Close with this Close-Process Street Zapier integration, reminding you and your team to run the checklist. This automation is useful for customer success and sales teams with recurring Process Street workflows.

Add Process Street checklists as tasks on Close with this Close-Process Street Zapier integration, reminding you and your team to run the checklist. This automation is useful for customer success and sales teams with recurring Process Street workflows.

  1. When this happens...
    Process StreetProcess Street
    New Workflow Run

    Triggers when a workflow is run.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Create Task

    Creates a new Task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Workflow

    Trigger
    Instant
    Try It
    • Data SetRequired

    Trigger
    Instant
    Try It
    • Workflow

    • Author

    Trigger
    Instant
    Try It
    • Workflow

    • Author

    Trigger
    Instant
    Try It
    • Data SetRequired

    Trigger
    Instant
    Try It
    • Data SetRequired

    Trigger
    Instant
    Try It
    • Workflow

    Trigger
    Instant
    Try It
    • Workflow

    • Task

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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Related categories

  • CRM (Customer Relationship Management)

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process-street logo
process-street logo

About 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.

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