Process Street + HubSpot CRM Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Process Street and HubSpot CRM, with as many as 30 possible integrations. Are you ready to find your productivity superpowers?
BrightIdeas Zap 5: Change Lead Status to Supplier Triggers Step 2 & 3 Checklists
Make sure that each of your suppliers gets the same attention from your team with this BrightIdeas Zap. It will watch for new lead status changes on HubSpot CRM, find the contact info, make sure the person is a supplier, then will create checklists for your team to follow up with onboarding in Process Street.
How this BrightIdeas integration works
- A new contact's lead status is changed in HubSpot CRM
- Zapier finds that user's contact info in HubSpot CRM, and makes sure that lead is a supplier
- Zapier then creates two checklists in Process Street
- HubSpot CRM
- Process Street
It's easy to connect Process Street + HubSpot 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 someone posts a comment.
Update an existing checklist.
Triggers when a checklist task is checked off.
Creates a new deal.
Triggers when a new deal is created.
Updates an existing deal.
Triggered every time a new contact is created in HubSpot.
Creates a new company.
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