Process Street + LeadConnector Integration

Integrate LeadConnector to Process Street in one click, or tell Integrately AI how you want each lead handled. Capture submissions, trigger workflow runs, assign tasks, and track onboarding progress automatically.

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1.
  • Process Street
    Data Set record is updated in Process Street Instant
  • Process Street
    Data Set record is created in Process Street Instant
  • Process Street
    Task is ready in Process Street Instant
  • Process Street
    Data Set record is deleted in Process Street Instant
  • Process Street
    Workflow run is created in Process Street Instant
  • Process Street
    Workflow run is completed in Process Street Instant
  • Process Street
    Task is checked/unchecked in Process Street Instant
  • LeadConnector
    Form is submitted in LeadConnector Instant
  • LeadConnector
    Survey is submitted in LeadConnector Instant
  • LeadConnector
    Pipeline stage is changed in LeadConnector Instant
  • LeadConnector
    Customer replies in LeadConnector Instant
  • LeadConnector
    Customer booked an appointment in LeadConnector Instant
  • LeadConnector
    Trigger link is clicked in LeadConnector Instant
  • LeadConnector
    Call status is changed in LeadConnector Instant
  • LeadConnector
    Birthday reminder is sent in LeadConnector Instant
  • LeadConnector
    Custom date reminder is received in LeadConnector Instant
  • LeadConnector
    Task reminder is received in LeadConnector Instant
  • LeadConnector
    Opportunity is staled in LeadConnector Instant
  • LeadConnector
    Task is added in LeadConnector Instant
  • LeadConnector
    Contact tag is changed in LeadConnector Instant
  • LeadConnector
    Order form is submitted in LeadConnector Instant
  • LeadConnector
    Appointment is created in LeadConnector Instant
  • LeadConnector
    Opportunity status is changed in LeadConnector Instant
  • LeadConnector
    Note is added in LeadConnector Instant
  • LeadConnector
    Email event occurs in LeadConnector Instant
Arrow Right
2.
  • Process Street
    Delete Data Set Record in Process Street
  • Process Street
    Assign User to Run Workflow in Process Street
  • Process Street
    Unassign User from Run Workflow in Process Street
  • Process Street
    List Run Workflow Assignees in Process Street
  • Process Street
    Search Run Workflows in Process Street
  • Process Street
    Update Run workflow in Process Street
  • Process Street
    List Tasks in Process Street
  • Process Street
    Assign Task to User in Process Street
  • Process Street
    Unassign Task from User in Process Street
  • Process Street
    List Run Workflow Approvals in Process Street
  • Process Street
    Create Data Set Record in Process Street
  • Process Street
    Delete Comment in Process Street
  • Process Street
    Update Comment in Process Street
  • Process Street
    Create Task Comment in Process Street
  • Process Street
    List Comments in Process Street
  • Process Street
    Update Task in Process Street
  • Process Street
    List Task Assignees in Process Street
  • Process Street
    Approve or Reject Task in Process Street
  • Process Street
    Run workflow in Process Street
  • LeadConnector
    Update contact in LeadConnector
  • LeadConnector
    Create contact in LeadConnector
  • LeadConnector
    Search contact in LeadConnector
  • LeadConnector
    Create opportunity in LeadConnector
  • LeadConnector
    Update opportunity in LeadConnector
  • LeadConnector
    Search opportunity in LeadConnector
  • LeadConnector
    Add lead to campaign in LeadConnector
  • LeadConnector
    Create account in LeadConnector
  • LeadConnector
    Create user in LeadConnector
  • LeadConnector
    Stop all campaigns for lead in LeadConnector
  • LeadConnector
    Create note in LeadConnector
  • LeadConnector
    Create task in LeadConnector
  • LeadConnector
    Update task in LeadConnector
  • LeadConnector
    Search task in LeadConnector

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Ready WorkflowsReady Workflows   for Process Street + LeadConnector Integration

Capture submissions, trigger workflow runs, assign tasks, update records, and monitor onboarding stages, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your LeadConnector + Process Street flow

Send details to team chat, schedule kickoff calls, or record payment statuses the moment your core workflows finish. Pick a combination and activate it in one click.

Process Street
LeadConnector
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
TypeformTypeform (3)
+
StripeStripe (3)
L
P
G
When an appointment is created in LeadConnector, run a workflow in Process Street and create a Google Calendar event
New LeadConnector appointments immediately launch a Process Street workflow run and schedule a Google Calendar event, so nothing slips through the cracks.
L
P
G
When a form is submitted in LeadConnector, run a Process Street workflow and add a follow-up meeting in Google Calendar
Form submissions in LeadConnector instantly start your operational checklist in Process Street and set a review meeting in Google Calendar.
P
L
G
When a workflow run is completed in Process Street, update the contact in LeadConnector and schedule a review call in Google Calendar
Completed Process Street workflows update contact details in LeadConnector and reserve a slot in Google Calendar for final review.

Supported triggers and actions for Process Street and LeadConnector

Mix and match to build the exact automation you need

Process Street
Process Street Triggers & Actions
Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
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Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
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Instant
Task is ready in Process Street
Triggers the automation when a task is ready
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Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
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Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
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Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
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Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
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Delete Data Set Record in Process Street
Delete a data set record by ID.
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Assign User to Run Workflow in Process Street
Assign a user to a run workflow.
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Unassign User from Run Workflow in Process Street
Remove a user assignment from a run workflow.
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List Run Workflow Assignees in Process Street
Retrieve all users assigned to a run workflow.
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Search Run Workflows in Process Street
Search run workflows using filters and query parameters.
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Update Run workflow in Process Street
Update details of an existing run workflow.
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List Tasks in Process Street
Retrieve tasks for a workflow or run workflow.
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Assign Task to User in Process Street
Assign a user to a task.
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Unassign Task from User in Process Street
Remove a user assignment from a task.
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List Run Workflow Approvals in Process Street
Retrieve approvals in a run workflow.
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Create Data Set Record in Process Street
Create a new record in a data set.
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Delete Comment in Process Street
Delete an existing comment.
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Update Comment in Process Street
Update an existing comment.
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Create Task Comment in Process Street
Create a new comment on a task.
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List Comments in Process Street
Retrieve comments for a task or run workflow context.
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Update Task in Process Street
Update task fields and status.
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List Task Assignees in Process Street
Retrieve all assignees for a task.
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Approve or Reject Task in Process Street
Approve or reject a task approval step.
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Run workflow in Process Street
Runs a workflow
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LeadConnector
LeadConnector Triggers & Actions
Instant
Form is submitted in LeadConnector
Triggers the automation when a form is filled
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Instant
Survey is submitted in LeadConnector
Triggers the automation when a survey response is submitted
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Instant
Pipeline stage is changed in LeadConnector
Triggers the automation when a pipeline stage is changed
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Instant
Customer replies in LeadConnector
Triggers the automation when a customer replies to a message
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Instant
Customer booked an appointment in LeadConnector
Triggers the automation when a customer books an appointment
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Instant
Trigger link is clicked in LeadConnector
Triggers the automation when a link is clicked
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Instant
Call status is changed in LeadConnector
Triggers the automation when call details are modified
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Instant
Birthday reminder is sent in LeadConnector
Triggers the automation when a birthday reminder is sent
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Instant
Custom date reminder is received in LeadConnector
Triggers the automation when a custom date reminder is received
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Instant
Task reminder is received in LeadConnector
Triggers the automation when a task reminder is received
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Instant
Opportunity is staled in LeadConnector
Triggers the automation when any opportunity becomes inactive
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Instant
Task is added in LeadConnector
Triggers the automation when a new task is added
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Instant
Contact tag is changed in LeadConnector
Triggers the automation when a contact tag is updated
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Instant
Order form is submitted in LeadConnector
Triggers the automation when a new order is received
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Instant
Appointment is created in LeadConnector
Triggers the automation when a new appointment is created
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Instant
Opportunity status is changed in LeadConnector
Triggers the automation when the status of an opportunity changes
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Instant
Note is added in LeadConnector
Triggers the automation when a new note is created
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Instant
Email event occurs in LeadConnector
Triggers the automation when any email event occurs
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Update contact in LeadConnector
Updates contact information with new details
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Create contact in LeadConnector
Adds a new contact to the database
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Search contact in LeadConnector
Finds and retrieves contact information
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Create opportunity in LeadConnector
Creates a new instance of the support system
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Update opportunity in LeadConnector
Updates the opportunity details as needed
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Search opportunity in LeadConnector
Searches for a opportunity
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Add lead to campaign in LeadConnector
Adds a new lead to a marketing campaign for targeted outreach
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Create account in LeadConnector
Generates a new account
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Create user in LeadConnector
Generates a new user account
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Stop all campaigns for lead in LeadConnector
Stop all active campaigns targeting lead generation
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Create note in LeadConnector
Creates a new note in the particular format
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Create task in LeadConnector
Creates a new task
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Update task in LeadConnector
Updates the task with new information or changes
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Search task in LeadConnector
Searches for a task
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What can you automate with LeadConnector + Process Street?

Streamline your entire client lifecycle by connecting marketing submissions directly to operational workflows.

What you can automate?
🚀
Trigger operational checklists from new form submissions
Launch a Process Street workflow run automatically the moment a prospect submits a form in LeadConnector. Eliminate manual handoffs and start onboarding instantly.
📋
Capture every submitted field in your workflow runs
Map all custom form answers and contact details straight into your Process Street tasks. Ensure your team has every piece of customer information from the start.
🔔
Notify team members when workflows start
Alert the right department immediately whenever a new LeadConnector submission triggers a Process Street workflow run. Keep communication flowing across your organization.
🔀
Route workflows based on submitted lead data
Trigger different Process Street checklists depending on the tier or service selected in your LeadConnector form. Deliver tailored internal processes for every client.
🔄
Keep contact records updated as workflows progress
Update LeadConnector contact details and pipeline stages automatically as tasks are checked off in Process Street. Maintain perfect synchronization across platforms.
🔍
Search and update existing contacts without duplicates
Check if a contact already exists in LeadConnector before creating new records or triggering workflows. Keep your database clean and organized.
Automate actions when workflow runs are completed
Update LeadConnector opportunities and notify stakeholders the moment a Process Street workflow run finishes. Wrap up every project smoothly.
💬
Extend your automation flow to team chat apps
Connect LeadConnector and Process Street with Slack to broadcast workflow updates and milestone completions directly to your team channels.
And much more...

Who is LeadConnector + Process Street integration for?

Operations managers, marketing agencies, and client success teams eliminate manual handoffs and keep tracking data perfectly synchronised across platforms.

Performance marketers
Performance marketers
Client success teams
Client success teams
Agency account directors
Agency account directors
Sales operations leads
Sales operations leads
Onboarding coordinators
Onboarding coordinators
Data compliance officers
Data compliance officers
📈
Performance marketers
You're running campaigns across multiple channels but your operational tracking only updates when someone manually exports leads, so the task counts you're optimising against are always a few hours behind — with this integration, every new lead triggers a workflow instantly and your data stays current.
Client success teams
You need to act fast when a new client signs up, and you find out too late because contact details sit in your CRM before anyone starts the checklist — automating both apps means every submission launches a workflow immediately so your team can begin onboarding right away.
🤝
Agency account directors
You answer to clients who want to see daily progress on their deliverables, but manual handoffs cause missed updates and delayed reporting — connecting these apps means every form submission and workflow run stay completely aligned without manual data entry.
📊
Sales operations leads
The volume of inbound leads is too high for anyone to keep up by hand, leading to missed tasks and inconsistent contact records across your systems — with this integration, every submission and workflow update happens instantly without human error.
🔄
Onboarding coordinators
You own the setup stage and depend on sales reps upstream to hand over client details before you can start your checklist — automating both apps means every new contact automatically generates your required workflow run the moment it arrives.
🗂️
Data compliance officers
You need a reliable history of customer interactions and keep finding gaps where manual exports were missed or forgotten — this integration means every record and task execution is logged automatically with zero missing entries.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Process Street + LeadConnector

Build and manage your Process Street + LeadConnector automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Process Street + LeadConnector with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect LeadConnector to Process Street?
Frequently Asked Questions
You can connect LeadConnector to Process Street using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build your custom multi-step flow combining LeadConnector, Process Street, Slack, and 1,500+ other apps.
Can I trigger a Process Street workflow when a form is submitted in LeadConnector?
Frequently Asked Questions
Can I connect LeadConnector, Process Street, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for LeadConnector and Process Street?
Frequently Asked Questions
How does LeadConnector handle contact data during automation?
Frequently Asked Questions
How does Process Street manage workflow runs in integrations?
Frequently Asked Questions
Can I automate LeadConnector and Process Street without coding?
Frequently Asked Questions
Is the LeadConnector and Process Street integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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