1.Detect new checklist run
Integrate Process Street and reporting systems to detect new portal run details and trigger data routing.
Add portal link to CRM deal and contact
Automatically add portal links from Process Street new checklist runs across HubSpot deals and contacts. Update deal properties and contact properties when portal run created, run starts, or run URL appears β so you can protect onboarding context and reduce manual data entry.
How this automation adds portal links to CRM context
When new checklist runs get created, portal context can lag behind sales outreach. This automation monitors Process Street runs and updates HubSpot deal and contact records with the right portal linkβso your team can see onboarding context immediately.
Process Streetor swap with your favorite app
2.Choose deal path A
Integrate Zapier and workflow logic to filter by linked deal identifier presence and continue onboarding updates.
Filter by Zapieror swap with your favorite app
3.Update deal with portal link
Integrate HubSpot and CRM properties to map deal identifier and store the run URL as a customer portal link.
HubSpotor swap with your favorite app
4.Choose contact path B
Integrate Zapier and workflow logic to filter by missing deal identifier and require a customer email.
5.Find contact by email
Integrate HubSpot and contact search to locate the matching contact record using the customer email.
6.Update contact with portal link
Integrate HubSpot and CRM properties to update the contact with the run URL and store run ID and template identifier.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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