Process Street + Solve CRM Integration
Integrate Process Street to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Track completed workflows, create your CRM contacts, update your records, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Data Set record is deleted in Process Street Instant- Data Set record is updated in Process Street Instant
- Data Set record is created in Process Street Instant
- Task is ready in Process Street Instant
- Workflow run is created in Process Street Instant
- Workflow run is completed in Process Street Instant
- Task is checked/unchecked in Process Street Instant
Contact is created in Solve CRM- Company is created in Solve CRM
2.
- Search Run Workflows in Process Street
- Delete Data Set Record in Process Street
- Create Data Set Record in Process Street
- Delete Comment in Process Street
- Update Comment in Process Street
- Create Task Comment in Process Street
- List Comments in Process Street
- Update Task in Process Street
- Approve or Reject Task in Process Street
- List Run Workflow Approvals in Process Street
- List Task Assignees in Process Street
- Unassign Task from User in Process Street
- Assign Task to User in Process Street
- List Tasks in Process Street
- Update Run workflow in Process Street
- List Run Workflow Assignees in Process Street
- Unassign User from Run Workflow in Process Street
- Assign User to Run Workflow in Process Street
- Run workflow in Process Street
- Create contact in Solve CRM
- Create company in Solve CRM
Trusted by experts at...
Ready Workflows for Process Street + Solve CRM Integration
Capture workflow runs, create CRM contacts, update company records, and trigger team notifications, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Process Street + Solve CRM flow
Extend your automation with scheduling, team alerts, email follow-ups, and customer data sync. Pick a combination and activate it in one click.
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Google Calendar (3)
Google Calendar (3) +
Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
Calendly (3)
Calendly (3) +
Stripe (3)
Stripe (3) +
HubSpot (3)
HubSpot (3) P
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Create a Solve CRM contact for every completed Process Street workflow run, and schedule a meeting in Google Calendar
Completed Process Street workflows instantly generate Solve CRM contacts and schedule Google Calendar meetings without manual scheduling.
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When a Solve CRM contact is created, update the Process Street workflow and add a reminder in Google Calendar
New Solve CRM contacts automatically update active Process Street workflows and set calendar reminders for your team.
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Create a Solve CRM company from a Process Street workflow run and add a tracking event in Google Calendar
Process Street workflow runs automatically populate Solve CRM company accounts and schedule milestone events in Google Calendar.
Supported triggers and actions for Process Street and Solve CRM
Mix and match to build the exact automation you need
Process Street Triggers & Actions
Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
Try it → Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
Try it → Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
Try it → Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
Try it → Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
Try it → Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
Try it → What can you automate with Process Street + Solve CRM?
Streamline your customer operations by connecting Process Street workflows directly to Solve CRM records.
⚡
Sync completed workflow runs into CRM contacts
Automatically generate a new contact in Solve CRM the exact moment a workflow run is completed in Process Street. Eliminate manual copying and accelerate your team's follow-up.
📋
Capture every custom workflow field
Map detailed process data and custom task inputs from Process Street directly into corresponding fields in Solve CRM. Ensure your records contain full context.
🔔
Alert team members instantly on activity
Trigger instant notifications in Slack or via email whenever a new contact is created or a workflow run finishes in Process Street. Keep every stakeholder informed.
🔀
Route records based on submitted data
Send contacts to different pipelines in Solve CRM depending on specific tags or selections made during your Process Street workflow execution.
🔄
Keep active records updated in real time
Automatically update existing records in Solve CRM whenever corresponding task statuses change or milestones are reached in Process Street.
🛡️
Prevent duplicate records automatically
Check existing database entries before creating new contacts or companies in Solve CRM. Maintain a clean, de-duplicated customer database.
📅
Trigger follow-up actions and meetings
Schedule calendar events or task follow-ups in connected apps the moment a Solve CRM contact is established from your Process Street workflows.
🌐
Extend your workflow to external apps
Connect Process Street and Solve CRM with tools like Google Calendar, Slack, or Gmail to build multi-app operational pipelines.
And much more...
Who is Process Street + Solve CRM integration for?
Operations managers, customer support teams, and account executives eliminate manual data entry and keep workflow data synchronized between Process Street and Solve CRM.
Operations Managers
Customer Support Teams
Project Managers
Sales Operations Leads
Account Executives
Business Analysts
📈
Operations Managers
You're overseeing repeatable processes in Process Street while your team manages client records in Solve CRM, but manual updates leave your pipeline metrics out of sync — automating both apps means every completed workflow run updates your CRM instantly and your operational reports stay accurate.
⚡
Customer Support Teams
You need to respond immediately when service workflows finish, but delays in copying contact details cause frustrating bottlenecks — this integration means every new contact appears in your service CRM the moment operational tasks are completed.
📋
Project Managers
You track team execution milestones in Process Street and report progress to stakeholders, but missing handoffs create blind spots in client delivery — automating both apps means every workflow update flows straight into your client records without manual intervention.
🔄
Sales Operations Leads
You manage high volumes of incoming client onboarding workflows, but manual data transfer causes frustrating delays in deal registration — with this integration, every completed onboarding step creates a contact in your CRM automatically.
👥
Account Executives
You depend on upstream operational teams to hand over client details before reaching out, but communication lags stall your outreach — automating both apps means your contact records populate instantly as soon as workflow runs finish.
📊
Business Analysts
You audit completion rates and customer records across systems, but gaps in data history compromise your quarterly reporting — this integration means every workflow run and contact creation logs reliably without manual omissions.
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 + Solve CRM
Build and manage your Process Street + Solve CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Process Street + Solve CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Process Street + Solve CRM Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Process Street to Solve CRM?
You can connect Process Street to Solve CRM in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields. It takes just minutes to link your workflow runs to customer contacts alongside tools like Slack, Google Calendar, and Gmail.
Can I automatically create Solve CRM contacts when Process Street workflow runs complete?
Can I connect Process Street, Solve CRM, and Slack?
What is a good Zapier alternative for Process Street and Solve CRM?
How does Process Street data sync with Solve CRM records?
Can I manage company records in Solve CRM from Process Street updates?
Do I need coding skills to automate Process Street and Solve CRM?
Is the Process Street and Solve CRM integration free?
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