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

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
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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