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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

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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