Freshsales Suite + Process Street

Start workflows in Process Street for every new contact in Freshsales Suite

Drive efficiency in your processes by linking Freshsales Suite and Process Street. With this automation, when you add a new contact in Freshsales Suite, it initiates a workflow in Process Street, simplifying your task management and reducing manual intervention. It's an effective way to track your contacts and streamline your business operations.

When this happens...
New Contact
Triggers when a new contact is created and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Run Workflow
Runs a workflow.
ActionWrite

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Supported triggers and actions

- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
- Data SetRequired
Trigger
Instant
Try It
- Data SetRequired
Trigger
Instant
Try It
- Workflow
Trigger
Instant
Try It
- Workflow
- Task
Trigger
Instant
Try It
- WorkflowRequired
Action
Write
- Data SetRequired
- Data Set RecordRequired
Action
Write
- Data SetRequired
- Data Set RecordRequired
Action
Write
- Data SetRequired
Action
Search
- Data SetRequired
Action
Search or write

- Filter NameRequired
- Include Contact Details
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
- Workflow
Trigger
Instant
Try It
- Data SetRequired
Trigger
Instant
Try It
- Workflow
- Author
Trigger
Instant
Try It
- Workflow
- Author
Trigger
Instant
Try It
- Workflow
- Task
Trigger
Instant
Try It
- Data SetRequired
Action
Write
- WorkflowRequired
- Workflow Run IDRequired
- Workflow Run Name
- Workflow Run Status
- Assign to
- Due Date
- Shared
Action
Write
- WorkflowRequired
- Workflow RunRequired
- TaskRequired
- Task Status
- Due Date
Action
Write
- Help Copy
- Workflow Run ID
- Workflow
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search
- Help Copy
- Workflow Run ID
- WorkflowRequired
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search or write

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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.

Learn more

Related categories

Productivity

Freshsales Suite + Process Street

Start workflows in Process Street for every new contact in Freshsales Suite

Contacts Added to a List

New Account

Contact Updated

New Deal

Create Meeting

Create Task

Create a Record on Custom Module

Create Custom Sales Activity

Create a Marketing Event

Update Account

Update Deal

Find Account

Find Contact by Unique Fields

Search the matching Contacts

Data Set Record Created

Data Set Record Updated

New Workflow Run

New Task Checked

Run Workflow

Delete Data Set Record

Update Data Set Record

Find Data Set Records

Create Data Set Record if it doesn't exist yet

Deal Updated

Account Updated

New Contact

Add File

Add Note to Contact

Create Account

Create Contact

Create Deal

Add Note

Update Contact

Find User

Find Deal

Search the matching Account

Workflow Run Completed

Data Set Record Deleted

New Comment Attachment

New Comment

Task Ready

Create Data Set Record

Update Workflow Run

Update Task

Find Workflow Run

Run Workflow if it doesn't exist yet

About Freshsales Suite

Related categories

Similar apps

Zapier Interfaces

About Process Street

Related categories

Similar apps

Checkvist

Manifestly Checklists

SafetyCulture