Process Street

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

  1. A new contact's lead status is changed in HubSpot CRM
  2. Zapier finds that user's contact info in HubSpot CRM, and makes sure that lead is a supplier
  3. Zapier then creates two checklists in Process Street

Apps involved

  • HubSpot CRM
  • Process Street

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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 Company

Creates a new company.

New Task Checked

Triggers when a checklist task is checked off.

Create Deal

Creates a new deal.

New Contact

Triggered every time a new contact is created in HubSpot.

Update Company

Updates an existing company.

New Deal

Triggers when a new deal is created.

Update Deal

Updates an existing deal.

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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.

HubSpot CRM automatically logs emails with your contacts. It helps sales teams navigate and chart opportunities by tracking email conversations, contacts, companies, deals, and tasks — all in one seamless package.

See HubSpot CRM Integrations