Process Street + Salesforce Integration

Integrate Process Street to Salesforce in one click, or tell Integrately AI how you want each workflow run handled. Complete runs, create Salesforce leads or contacts, alert your team, and trigger follow-ups automatically.

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1.
  • Process Street
    Task is ready in Process Street Instant
  • Process Street
    Data Set record is created in Process Street Instant
  • Process Street
    Data Set record is updated 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
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows for Process Street + Salesforce Integration

Complete workflows, create Salesforce records, sync data, alert your team, and send follow-ups, all in just one click.

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Connect more apps to your Process Street + Salesforce flow

Capture process runs, update your CRM, alert your team in messaging apps, and sync records across your stack. Pick a combination and activate it in one click.

Process Street
Salesforce
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HubSpotHubSpot (6)
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SlackSlack (5)
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GmailGmail (4)
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Jira Software CloudJira Software Cloud (4)
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DocuSignDocuSign (4)
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Google DriveGoogle Drive (4)
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When a Process Street workflow run is completed, create a Salesforce record and add a contact in HubSpot.
Completed Process Street workflows instantly create a Salesforce record and a new contact in HubSpot without manual data entry.
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Log every new Process Street data set record as a Salesforce task and create a task in HubSpot.
New data set records in Process Street automatically generate corresponding tasks in Salesforce and HubSpot.
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When a Process Street task is ready, create a Salesforce lead and add a contact in HubSpot.
Ready tasks in Process Street automatically trigger a new lead in Salesforce and a contact in HubSpot.
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If a Process Street workflow run is completed, update the Salesforce record and update the contact in HubSpot.
Finished Process Street workflow runs update matching records in Salesforce and HubSpot automatically.
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Use Claude to evaluate Process Street workflow runs. If approved, create a Salesforce record and add a contact in HubSpot.
Claude analyses completed Process Street workflow runs, creating a Salesforce record and HubSpot contact when approved.
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When a Process Street data set record is updated, update the Salesforce record and update the company in HubSpot.
Updated data set records in Process Street automatically refresh matching records in Salesforce and HubSpot.

Supported triggers and actions for Process Street and Salesforce

Mix and match to build the exact automation you need

Process Street
Process Street Triggers & Actions
Instant
Task is ready in Process Street
Triggers the automation when a task is ready
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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
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 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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Search Run Workflows in Process Street
Search run workflows using filters and query parameters.
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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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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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Unassign Task from User in Process Street
Remove a user assignment from a task.
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Delete Data Set Record in Process Street
Delete a data set record by ID.
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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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Approve or Reject Task in Process Street
Approve or reject a task approval step.
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List Run Workflow Approvals in Process Street
Retrieve approvals in a run workflow.
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List Task Assignees in Process Street
Retrieve all assignees for a task.
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Assign Task to User in Process Street
Assign a user to a task.
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Run workflow in Process Street
Runs a workflow
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Process Street + Salesforce?เคฌเคฟเคŸ

Streamline your entire operational workflow by connecting Process Street and Salesforce to handle data synchronization, lead routing, and team alerts automatically.

What you can automate?
๐Ÿ”„
Sync completed workflow runs to CRM records
Automatically create a Salesforce record the moment a Process Street workflow run is completed. Eliminate manual data entry and ensure your sales team has immediate visibility into finished operations.
๐Ÿ“‹
Capture every submitted data set record
Map all available Process Street data set record fields directly into Salesforce fields. Your CRM database becomes a comprehensive source for review, tracking, and customer management.
๐Ÿšจ
Alert your team the moment tasks are ready
Send instant notifications to your sales or support channels whenever a Process Street task is marked ready. Ensure reps act on high-priority items without checking multiple dashboards.
๐Ÿ”€
Route records based on submitted criteria
Create different Salesforce leads or opportunities depending on specific form selections or tier choices in Process Street. Direct high-value workflows to senior account executives automatically.
๐Ÿ”„
Keep CRM data updated as processes change
Automatically update matching Salesforce records whenever a Process Street workflow run is modified. Prevent outdated customer information from causing communication errors.
๐Ÿ”
Search and update instead of creating duplicates
Look up existing contact and account records in Salesforce before adding new data from Process Street runs. Keep your CRM clean and organized by updating current entries instead of spawning duplicates.
โฑ๏ธ
Handle later status changes and approvals
Trigger automated CRM updates or task assignments when Process Street tasks are approved or rejected. Maintain complete alignment between operational milestones and sales pipeline stages.
๐Ÿ’ฌ
Extend your workflow to messaging apps
Connect Process Street and Salesforce with Slack to announce completed workflow runs and new lead creations instantly. Keep your entire team in sync across every platform.
And much more...

Who is Process Street + Salesforce integration for?

Operations managers, sales leaders, and project coordinators rely on this integration to eliminate manual data entry, streamline handoffs, and keep CRM records accurate.

Operations Managers
Operations Managers
Sales Representatives
Sales Representatives
Project Coordinators
Project Coordinators
Customer Success Leads
Customer Success Leads
Finance Analysts
Finance Analysts
Quality Assurance Auditors
Quality Assurance Auditors
๐Ÿ“ˆ
Operations Managers
You oversee process execution and checklist completion across teams, but your CRM reports always show stale numbers because updates happen manually hours later โ€” with this integration, every completed workflow run updates your records instantly and your pipeline data stays current.
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Sales Representatives
You need to act fast on qualified leads the moment onboarding prerequisites finish, but you find out about ready tasks too late โ€” connecting these apps means every ready task creates a Salesforce lead instantly so your outreach begins without delay.
๐Ÿค
Project Coordinators
You answer to clients and stakeholders who demand real-time progress updates on checklist deliverables, but tracking status across platforms creates constant friction โ€” this integration means every workflow update syncs to your CRM and notifies stakeholders automatically.
๐Ÿ“Š
Customer Success Leads
The volume of client onboarding checklists and data set records is too high for anyone to keep up by hand, leading to missed follow-ups โ€” automating both apps means every record and task flows straight into your CRM without manual data entry.
๐Ÿ’ผ
Finance Analysts
You own revenue tracking and depend on upstream sales handoffs to record financial agreements, but missing CRM records delay your reporting โ€” automating both apps means every approved workflow creates matching records instantly so your audits are always accurate.
๐Ÿ”
Quality Assurance Auditors
You need a reliable history of operational runs and client interactions, but you keep finding gaps caused by manual copy-pasting errors โ€” connecting these apps means every data set record and task update is logged flawlessly across your entire stack.
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Why choose Integrately to automate Process Street + Salesforce

Build and manage your Process Street + Salesforce 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 + Salesforce 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 โ€” 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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Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Process Street to Salesforce?
Frequently Asked Questions
You can connect Process Street to Salesforce in one click using pre-built workflows on Integrately. Choose a ready automation template, authenticate your accounts, and let Integrately AI handle the setup.
Can I automatically create Salesforce records when a Process Street workflow finishes?
Frequently Asked Questions
Can I connect Process Street, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Process Street and Salesforce?
Frequently Asked Questions
How does Process Street handle data set records in this integration?
Frequently Asked Questions
Can I update Salesforce records when Process Street workflow runs are modified?
Frequently Asked Questions
Do I need coding skills to automate Process Street and Salesforce?
Frequently Asked Questions
Is the Process Street and Salesforce integration free?
Frequently Asked Questions
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