Process Street
When this happens...
SalesforceNew Opportunity
Then do this...
Process StreetCreate 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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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.

Update Checklist

Update an existing checklist.

New Task Checked

Triggers when a checklist task is checked off.

Create Lead

Create a new lead.

New Lead

Triggers when a new lead is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Custom Object

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

Create Custom Object

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

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

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.

Learn More

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

See Salesforce Integrations