Integrate Process Street with Zoho CRM
Send information between Process Street and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact, or updates it if the email already exists in Zoho CRM when a new workflow run is created in Process Street
Integrate Process Street with Zoho CRM using Zoho Flow. Whenever a new workflow run is created in Process Street, Zoho Flow automatically creates a new contact, or updates it if the email already exists in Zoho CRM. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new workflow run is created in Process Street.
- Zoho Flow creates a new contact, or updates it if the email already exists in Zoho CRM.
Create a new contact, or updates it if the email already exists in Zoho CRM when a new workflow run is created in Process Street
Process Street + Zoho CRM
Create a new contact, or updates it if the email already exists in Zoho CRM when a data set event occurs in Process Street
Integrate Process Street with Zoho CRM using Zoho Flow. Whenever a data set event occurs in Process Street, Zoho Flow automatically creates a new contact, or updates it if the email already exists in Zoho CRM. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a data set event occurs in Process Street.
- Zoho Flow creates a new contact, or updates it if the email already exists in Zoho CRM.
Create a new contact, or updates it if the email already exists in Zoho CRM when a data set event occurs in Process Street
Process Street + Zoho CRM
Build your own integrations between Process Street and Zoho CRM
Connect Process Street and Zoho CRM with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Process Street and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task ready
Triggers when a task is ready
Workflow run completed
Triggers when a workflow run is completed
Task checked
Triggers when a task is checked
Task checked or unchecked
Triggers when a task is checked or unchecked
Task unchecked
Triggers when a task is unchecked
Data set event occoured
Triggers when a data set event occurs
Workflow run created
Triggers when a new workflow run is created
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
Updated module entry
Triggers when an entry is updated in the selected module
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
Run workflow
Runs a workflow
Create data set record
Creates a new data set record
Update task
Updates the details of an existing task
Update data set record
Updates the details of an existing data set record
Fetch task
Fetches the details of an existing task
Fetch workflow run
Fetches the details of an existing workflow run by ID or name
Fetch data set record
Fetches the details of an existing data set record
Convert lead to contact
Converts a lead to a contact
Un-enroll cadence
Un-enrolles a record from the cadence
Enroll cadence
Enrolls an existing record to a cadence
Draft email
Drafts an email for the selected record
Update related module entry
Relates an entry in this module with an entry in another module
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Remove tags
Removes tags from the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add tags
Adds tags to the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Add user
Adds a new user
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
Clone module entry
Clones an existing module entry
Fetch user
Fetches the details of an existing user by name or email address
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
What is Process Street?
Process Street is a process management platform that helps businesses create workflows, manage projects, gather insights, create data sets, and more.
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Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
