Process Street
When this happens...
Zoho CRMNew Lead
Then do this...
Process StreetCreate Checklist

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
Zoho CRM is a Premium integration on Zapier.

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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.

Create Contact

Adds a new contact.

New Task Checked

Triggers when a checklist task is checked off.

Create/Update Lead

Adds a new lead. Can be used to update an existing one too.

New Contact

Triggered when you add a new contact.

Create Lead

Adds a new lead.

New Lead

Triggered when you add a new lead.

Create/Update Contact

Adds a new contact. Can be used to update an existing one too.

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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.

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.

See Zoho CRM Integrations