Create a new checklist in Process Street from new Salesforce cases

Automatically run your workflows for dealing with customer cases through Salesforce. Assign the workflow to a team with the skills to get the job done. Useful for customer success ad support teams.

How It Works

  1. A case is created on Salesforce
  2. Zapier triggers a checklist on Process Street

What You Need

  • Salesforce account
  • Process Street account
Create a new checklist in Process Street from new Salesforce cases
Salesforce integration logo

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

Process Street integration logo

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.

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