Process Street + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Process Street and Salesforce, with as many as 90 possible integrations. Are you ready to find your productivity superpowers?

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Salesforce is a Premium integration on Zapier.

It's easy to connect Process Street + Salesforce 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.

Create Lead

Create a new lead.

New Task Checked

Triggers when a checklist task is checked off.

Add a Lead to a Campaign

Add a lead to a campaign.

New Lead

Triggers when a new lead is created.

Create Custom Object

Create a new custom object (of the type you choose).

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Contact to a Campaign

Add a contact to a campaign.

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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.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations