Freshsales Classic + Process Street

Trigger new Process Street workflows from Freshsales Classic tasks

Create a smoother workflow from task creation to execution with this integration between Freshsales Classic and Process Street. This set-up ensures each new task in Freshsales Classic prompts an execution of a procedure on Process Street, eliminating the need for you to initiate the process manually. Enjoy simplified task management that drives productivity and refines efficiency.

When this happens...
New Task
Triggers when a new task is created.
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
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Update ByRequired
- Enter Name / Deal IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
- NoteRequired
Action
Write

- First Name
- Last Name
- Email
- Mobile Number
Action
Write
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Write

- Delete ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
Action
Write
- Update ByRequired
- Enter Name / Deal IDRequired
Action
Write
- Account NameRequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
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
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- Name
- Value 1
- Value
Action
Write
- Update ByRequired
- Enter Contact ID / Email ID / Phone NORequired
Action
Write
- Lead IDRequired
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- First Name
- Last Name
- Email
- Mobile Number
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 Classic

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

Learn 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 Classic + Process Street

Trigger new Process Street workflows from Freshsales Classic tasks

New Account

New Deal

New Task

Add Note to Deal

Add Note to Sales Account

Create Contact

Create Lead

Delete Contact

Update Account

Update Deal

Find Account

Find Lead

Search the matching Leads

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

New Contact

New Lead

Add Note to Contact

Add Note to Lead

Create Account

Create Deal

Create or Update Contact

Lead Convert

Update Contact

Update Lead

Find Contact

Search the matching Contacts

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 Classic

Related categories

Similar apps

Zapier Interfaces

About Process Street

Related categories

Similar apps

Checkvist

Manifestly Checklists

SafetyCulture