Create Process Street checklists for Zoho CRM contacts

Automatically run and assign checklists from Process Street templates, right inside Zoho CRM. If you have a standard operating procedure for each Zoho contact, ensure it's carried out by tracking progress with the help of Process Street's collaborative checklist software.

How It Works

  1. A new contact is added to Zoho CRM
  2. Zapier runs a Process Street checklist from a template of your choice

What You Need

  • Zoho CRM account
  • Process Street account
Create Process Street checklists for Zoho CRM contacts
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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.

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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.

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