Add new Salesforce opportunities as Process Street checklists
Trigger your Process Street workflows from inside Salesforce and automatically assign team members to get the job done. This Process Street-Salesforce Zapier integration is useful for client onboarding, sales funnels, investment opportunities, etc.
Trigger your Process Street workflows from inside Salesforce and automatically assign team members to get the job done. This Process Street-Salesforce Zapier integration is useful for client onboarding, sales funnels, investment opportunities, etc.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Run Workflow
Runs a workflow.
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