Create Process Street checklists for Zoho CRM leads

Trigger recurring Process Street checklists without leaving Zoho CRM with this Zapier integration. New leads inside Zoho can create custom workflows that come pre-populated with information from the lead itself and automatically assigned to members of your team.

How It Works

  1. A lead is added in Zoho CRM
  2. Zapier creates a checklist from a Process Street template of your choice

What You Need

  • Zoho CRM account
  • Process Street account
Create Process Street checklists for Zoho CRM leads
Zoho CRM integration logo

Zoho makes it easy to get the complete picture of your sales cycle and stay on top of your business opportunities. Never lose another lead again.

Process Street integration logo

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.

What Is Zapier?

Get Help