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Add new Salesforce opportunities as Process Street checklists

  1. When this happensStep 1: New Record

  2. Then do thisStep 2: Create Checklist

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.

How It Works

  1. New opportunity created in Salesforce
  2. Zapier creates a checklist in Process Street

What You Need

  • Salesforce account
  • Process Street account

Connect Process Street + Salesforce in Minutes

It's easy to connect Process Street + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

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