Agile CRM + Process Street
Create Process Street workflow run from Agile CRM milestones
Trigger processes smoothly and automate workflows automatically by linking Agile CRM to Process Street. When you hit certain deal milestones, Zapier creates and assigns Process Street workflow run from a template of your choice, pre-populated with data from Agile CRM.
Trigger processes smoothly and automate workflows automatically by linking Agile CRM to Process Street. When you hit certain deal milestones, Zapier creates and assigns Process Street workflow run from a template of your choice, pre-populated with data from Agile CRM.
- When this happens...Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
- automatically do this!Run Workflow
Runs a workflow.
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About Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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About Process Street
Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven workflows with built-in enforcement and proof.
