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Add checklists to Process Street for new Salesforce leads

  1. When this happensStep 1: New Record

  2. Then do thisStep 2: Create Checklist

Trigger a recurring workflow for each Salesforce lead added and assign it to the team with the skills to get the job done. Useful for sales teams and customer success.

How It Works

  1. A new lead is added to Salesforce
  2. Zapier creates a checklist in Process Street

What You Need

  • Salesforce account
  • Process Street account
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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.

All Triggers & Actions

InstantNew Attachment

Triggers on a new attachment.

InstantNew Comment

Triggers when someone posts a comment.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

InstantNew Checklist

Triggers when a new checklist is created.

InstantNew Task Checked

Triggers when a checklist task is checked off.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.