

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.
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Ready 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.
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 + 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.


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HubSpot (4)
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Facebook Lead Ads (3)
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Slack (3)
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Google Sheets (3)
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Gmail (3)
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Calendly (3)
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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 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 + WhatConverts?
Connect operational workflows to marketing attribution data to automate your entire lead management pipeline.
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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.
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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.
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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.
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Keep records updated as status changes
Automatically update Process Street workflow runs and tasks whenever lead details or campaign stages change in WhatConverts.
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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.
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Handle later status changes and follow-ups
Trigger subsequent operational checklists when marketing leads reach converted, qualified, or closed-lost stages in WhatConverts.
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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
Sales Operations Teams
Client Success Managers
Agency Account Directors
Operations Coordinators
Data Analysts
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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.
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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.

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 + 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
Connect Process Street + WhatConverts 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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Process Street + WhatConverts Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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750 Tasks
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2,000 Tasks
in $19.99
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Connect Process Street + WhatConverts Now 
In Just 1 Click!




Frequently Asked Questions
How do I connect Process Street to WhatConverts?
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?
Can I connect Process Street, WhatConverts, and HubSpot?
What is a good Zapier alternative for Process Street and WhatConverts?
How do Process Street updates trigger lead actions in WhatConverts?
Can WhatConverts lead updates modify Process Street workflow tasks?
Do I need coding skills to automate Process Street and WhatConverts?
Is the Process Street and WhatConverts integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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