Process Street is a simple, free, and powerful way to manage your team's recurring checklists and procedures.
There are two (2) main types of integration between Close and Process Street:
- integration via Integration Links - simple, used to create a Process Street checklist with a single click from a Close app
- Zapier integration - more complex and more powerful
Integration Links are special links within a Close app which can be customized with various parameters, like lead name, contact's email address or a phone number, etc. More information about them can be found here.
One of those actions can be to create a Process Street checklist with a pre-defined template.
First, you'll need to have a template with some input fields for them to be filled in with Close data. In our case, we have a company name, company description, and primary email fields.
Open your template in Process Street, navigate to
… More > Run checklist link… in the right sidebar, add the variables (input fields) that you would like to fill-in with Close data and
Copy the link.
Next open Close and navigate to
Settings > Integration Links. There you will add a new integration link, paste the link that you just copied from the Process Street and replace the
XXX variables with Close's template tags as shown below. Do note that integration links can be added to both Lead, Opportunity, or a Contact - in this case, we choose Contact type.
Now, when you visit any contact in your Close app, you can run the checklist with a single click.
Process Street's checklist will be pre-filled with your Close data.
Zapier is an online automation tool that connects your favorite apps without any coding at all.
In our example, we will create a Zap that will create a new note in Close whenever there is a new comment in Process Street. We will assume that the checklist name in Process Street is the name of the lead (company) in Close. So let's get started!
If you have never used Zapier's Close or Process Street integrations, you'll first need to authorize those apps (Zapier will guide you), but make sure to create and have your API keys ready. You can get Close's API key at
Settings > API Keys, and Process Street's one here.
In order to trigger a Zap, choose the Process Street app with
New Comment trigger. Select the template (optional), Test & continue.
For our next step, we need to find the lead in Close for which we'll create a note. Choose the Close app, and
Find Lead as an action. For
Company name, use the
Task Checklist Name from the
Also, check to
Create Close Lead if it doesn't exist yet? and put the
Task Checklist Name from
Step 1 as a
Company name once again.
Finally, we need to create a note that will match the newly created comment in Process Street.
Add a new step, choose Close as an app, and
Create Note as the action. In Customize Note section, select the
Custom Value for the
Lead and use the
Step 2. For
Text, use the
Step 1, and Continue.
Congratulations! All that is left to do is turn that Zap on, and you are done!
Updated over 2 years ago