Process Street
When this happens...
Process StreetNew Checklist
Then do this...
CloseCreate Task

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

How It Works

  1. A checklist is created on Process Street
  2. Zapier creates a task in Close.io

What You Need

  • Close.io 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 + Close 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.

Run Sent Email Report

Runs a sent email report for your organization.

New Task Checked

Triggers when a checklist task is checked off.

Run Status Change Report

Runs a status change report for your organization.

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

Create Note

Creates a new note.

New Task

Triggers when a new task is created or completed.

Create Email

Creates a new email.

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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.

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.

See Close Integrations