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Process Street + Salesforce

Process Street + Salesforce

Process Street + Salesforce integrations

Add workflow run to Process Street for new Salesforce leads

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.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Run Workflow
    Run Workflow
    Run WorkflowRuns a workflow.
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More things you can do with Salesforce and Process Street

Discover other triggers and actions you can use with Salesforce and Process Street

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
    Polling
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    • Salesforce Objects
      Required
    Trigger
    Polling
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    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
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About Process Street
Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven workflows with built-in enforcement and proof.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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