Salesforce
When this happens...
SalesforceNew Lead
Then do this...
Process StreetCreate Checklist

Trigger a recurring workflow for each Salesforce lead added and assign it to the team with the skills to get the job done. Useful for sales teams and customer success.

How It Works

  1. A new lead is added to Salesforce
  2. Zapier creates a checklist in Process Street

What You Need

  • Salesforce account
  • Process Street account

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Contact

Triggers when a new contact is created.

Create Custom Object

Create a new custom object (of the type you choose).

New Opportunity

Triggers when a new opportunity is created.

Add a Contact to a Campaign

Add a contact to a campaign.

New Checklist

Triggers when a new checklist is created.

Create Contact

Create a new contact.

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

Learn More

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.

See Process Street Integrations