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Process Street + Salesforce

Add new Salesforce opportunities as Process Street checklists

Trigger your Process Street workflows from inside Salesforce and automatically assign team members to get the job done. This Process Street-Salesforce Zapier integration is useful for client onboarding, sales funnels, investment opportunities, etc.

Trigger your Process Street workflows from inside Salesforce and automatically assign team members to get the job done. This Process Street-Salesforce Zapier integration is useful for client onboarding, sales funnels, investment opportunities, etc.

  1. When this happens...
    SalesforceSalesforce
    New Record

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

    TriggerScheduled
  2. automatically do this!
    Process StreetProcess Street
    Run Workflow

    Runs a workflow.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.
Learn moreHelp

Related categories

  • Project Management

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier