Salesforce + Process Street Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Salesforce and Process Street.


Get started with workflows like: Add new Salesforce opportunities as Process Street checklists. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Salesforce + Process Street in Minutes

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

All Triggers & Actions

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

InstantNew Attachment

Triggers on a new attachment.

InstantNew Comment

Triggers when someone posts a comment.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

InstantNew Checklist

Triggers when a new checklist is created.

InstantNew Task Checked

Triggers when a checklist task is checked off.

How Salesforce + Process Street Integrations Work

  1. Step 1: Authenticate Salesforce + Process Street.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Salesforce + Process Street