Process Street + WhatConverts Integration

Integrate Process Street to WhatConverts in one click, or tell Integrately AI how you want each lead handled. Capture marketing channel performance, create WhatConverts leads from workflow runs, update lead stages, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Process Street
    Data Set record is deleted in Process Street Instant
  • 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
    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
  • WhatConverts
    Lead is created in WhatConverts Instant
  • WhatConverts
    Lead is updated in WhatConverts Instant
Arrow Right
2.
  • Process Street
    List Run Workflow Assignees in Process Street
  • Process Street
    Delete Data Set Record 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
    Approve or Reject Task in Process Street
  • Process Street
    List Run Workflow Approvals in Process Street
  • Process Street
    List Task Assignees in Process Street
  • Process Street
    Unassign Task from User in Process Street
  • Process Street
    Assign Task to User in Process Street
  • Process Street
    List Tasks in Process Street
  • Process Street
    Update Run workflow in Process Street
  • Process Street
    Search Run Workflows in Process Street
  • Process Street
    Unassign User from Run Workflow in Process Street
  • Process Street
    Assign User to Run Workflow in Process Street
  • Process Street
    Run workflow in Process Street
  • WhatConverts
    Create lead in WhatConverts
  • WhatConverts
    Update lead in WhatConverts
  • WhatConverts
    Search lead in WhatConverts

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Ready WorkflowsReady Workflows   for Process Street + WhatConverts Integration

Capture marketing leads, create WhatConverts leads from completed workflow runs, route submissions by channel, and update your CRM records, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Process Street + WhatConverts flow

Sync your marketing data to CRMs, alert sales teams instantly in messaging channels, and trigger follow-up tasks. Pick a combination and activate it in one click.

Process Street
WhatConverts
+
HubSpotHubSpot (4)
+
Facebook Lead AdsFacebook Lead Ads (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
CalendlyCalendly (3)
P
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Create a WhatConverts lead from every completed Process Street workflow run, and sync the contact in HubSpot
Completed Process Street workflows automatically generate a WhatConverts lead and a HubSpot contact, removing manual entry.
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When a new WhatConverts lead is created, update the Process Street task and add a deal in HubSpot
New WhatConverts leads update Process Street tasks and create corresponding deals in HubSpot automatically.
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If a WhatConverts lead is updated, update the Process Street workflow run and refresh the HubSpot contact
Lead updates in WhatConverts instantly refresh matching Process Street workflow runs and HubSpot contact records.
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Use ChatGPT to summarise every WhatConverts lead, update the Process Street workflow, and create a HubSpot task
ChatGPT analyses new WhatConverts leads, updates Process Street workflows, and schedules HubSpot follow-up tasks.

Supported triggers and actions for Process Street and WhatConverts

Mix and match to build the exact automation you need

Process Street
Process Street Triggers & Actions
Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
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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 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
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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List Run Workflow Assignees in Process Street
Retrieve all users assigned to a run workflow.
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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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Unassign Task from User in Process Street
Remove a user assignment from a task.
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Assign Task to User in Process Street
Assign a user to a task.
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List Tasks in Process Street
Retrieve tasks for a workflow or run workflow.
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Update Run workflow in Process Street
Update details of an existing run workflow.
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Search Run Workflows in Process Street
Search run workflows using filters and query parameters.
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Unassign User from Run Workflow in Process Street
Remove a user assignment from a run workflow.
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Assign User to Run Workflow in Process Street
Assign a user to a run workflow.
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Run workflow in Process Street
Runs a workflow
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WhatConverts
WhatConverts Triggers & Actions
Instant
Lead is created in WhatConverts
Triggers the automation when a new lead is added to the system
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Instant
Lead is updated in WhatConverts
Triggers the automation when any lead is updated
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Create lead in WhatConverts
Generates new leads for potential customers
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Update lead in WhatConverts
Updates the lead information
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Search lead in WhatConverts
Retrieves information for a particular lead
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What can you automate with Process Street + WhatConverts?

Connect operational workflows to marketing attribution data to automate your entire lead management pipeline.

What you can automate?
🚀
Create a WhatConverts lead from completed Process Street workflows
Automatically generate a WhatConverts lead the moment a workflow run is completed in Process Street, bridging your operational and marketing systems.
📝
Capture every submitted marketing lead field
Map all available form fields and channel details from WhatConverts into your Process Street workflow data sets instead of transferring only basic contact info.
🔔
Alert your team instantly when leads arrive
Notify sales and operations team members in real time whenever a new lead is created or a workflow run finishes.
🔀
Route leads based on submitted criteria
Send leads to different operational workflows or assign specific team members based on channel attribution data submitted in WhatConverts.
🔄
Keep records updated as status changes
Automatically update Process Street workflow runs and tasks whenever lead details or campaign stages change in WhatConverts.
🔍
Search and update existing records without duplicates
Check for existing records before creating new entries, ensuring your databases remain clean and free of duplicate leads.
📅
Handle later status changes and follow-ups
Trigger subsequent operational checklists when marketing leads reach converted, qualified, or closed-lost stages in WhatConverts.
🔗
Extend your workflow to Google Sheets and CRMs
Push data from your core Process Street and WhatConverts flow straight into Google Sheets, HubSpot, or Slack for complete visibility.
And much more...

Who is Process Street + WhatConverts integration for?

Operations managers, marketing directors, and project leads eliminate manual data copying between Process Street and WhatConverts to keep pipelines accurate and responsive.

Performance Marketers
Performance Marketers
Sales Operations Teams
Sales Operations Teams
Client Success Managers
Client Success Managers
Agency Account Directors
Agency Account Directors
Operations Coordinators
Operations Coordinators
Data Analysts
Data Analysts
📈
Performance Marketers
You're reviewing marketing campaign performance in WhatConverts but your operational checklists in Process Street only update when someone manually exports lead data, so your conversion counts are always hours behind — this integration means every new lead triggers updates instantly and your metrics stay current.
Sales Operations Teams
You need to act fast on incoming leads captured in WhatConverts, but team notifications get stuck behind manual Process Street task sign-offs, so high-intent prospects wait too long for outreach — automating both apps means new leads alert your sales channel immediately and follow-up begins without delay.
🤝
Client Success Managers
You answer to clients who want clear progress updates on their marketing onboarding workflows, but pulling reports requires cross-referencing Process Street runs and WhatConverts submissions by hand, so status reviews are tedious — connecting these apps means every completed milestone logs automatically and client reporting takes minutes.
📊
Agency Account Directors
The volume of client campaigns generating WhatConverts leads is too high for anyone to keep up with manual Process Street task updates, leading to missed operational steps and dropped follow-ups — automating both apps means lead generation triggers your workflows seamlessly and client operations scale without extra headcount.
⚙️
Operations Coordinators
You own the task execution stage in Process Street and depend on marketing teams to hand over lead data from WhatConverts, but manual handoffs cause bottlenecks and lost details — this integration means every new lead arrives in your operational checklist instantly and work proceeds without waiting.
🗂️
Data Analysts
You need a reliable history of customer journeys from ad click to completed workflow, but keep finding gaps where manual data entry missed a WhatConverts lead or Process Street task — connecting these apps means every event is recorded accurately and your audit history remains complete.
Our team

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Why choose Integrately to automate Process Street + WhatConverts

Build and manage your Process Street + WhatConverts 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 + WhatConverts 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 Process Street to WhatConverts?
Frequently Asked Questions
You can connect Process Street to WhatConverts in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your exact workflow connecting both apps alongside tools like Slack and Google Sheets.
Can I automatically create a WhatConverts lead when a Process Street workflow finishes?
Frequently Asked Questions
Can I connect Process Street, WhatConverts, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Process Street and WhatConverts?
Frequently Asked Questions
How do Process Street updates trigger lead actions in WhatConverts?
Frequently Asked Questions
Can WhatConverts lead updates modify Process Street workflow tasks?
Frequently Asked Questions
Do I need coding skills to automate Process Street and WhatConverts?
Frequently Asked Questions
Is the Process Street and WhatConverts integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Process Street or WhatConverts With 1500+ Other Apps

Process Street
Popular Process Street Integrations
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WhatConverts
Popular WhatConverts Integrations
Sync WhatConverts with CRM, analytics, and advertising platforms to measure end-to-end customer journey performance.