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
Premium
Zoho CRM is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Process Street + Zoho CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Process Street
New Checklist

Triggers when a new checklist is created.

Process Street
Create Checklist

Creates a new checklist.

Process Street
New Comment

Triggers when someone posts a comment.

Zoho CRM
Create Contact

Adds a new contact.

Process Street
New Task Checked

Triggers when a checklist task is checked off.

Zoho CRM
Create/Update Lead

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

Zoho CRM
New Contact

Triggered when you add a new contact.

Zoho CRM
Create Lead

Adds a new lead.

Zoho CRM
New Lead

Triggered when you add a new lead.

Zoho CRM
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.