Process Street

Process Street


  Process Street is a simple, free, and powerful way to manage your team's recurring checklists and procedures.

Types of integration between Close and Process Street

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 via Integration Links

Integration Links are special links within the Close app that can be customized with various parameters, like lead name, contact's email address, phone number, etc. You can find more information about Integration Links here.

Run Checklist Link

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. Our example uses the company name, description, and primary email fields.

Open your template in Process Street, navigate to "…More", then to "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.

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Next open Close and navigate to Settings > Integration Links. There, you will add a new integration link, paste the link you just copied from the Process Street and replace the XXX variables with Close's template tags as shown below. Note that integration links can be added as Lead, Opportunity, or Contact integration links. In this case, we choose the Contact type.

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Now, when you visit any contact in your Close app, you can run the checklist with a single click.

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Process Street's checklist will be pre-filled with your Close data.

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Integration via Zapier

Zapier is an online automation tool that connects your favorite apps without any coding at all.

In our example, we will make 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!

Create a new note in Close when there is a new comment in Process Street

If you have never used Zapier's Close or Process Street integrations, you'll 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 in the app at Settings > API Keys and Process Street's one here

Set-up a trigger

Choose the Process Street app with the "New Comment" trigger. Select the template (optional), test & continue.

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Find (or create) a lead in Close.

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 the Company name, use the Task Checklist Name from Step 1.

Also, check the box called "Create Close Lead if it doesn't exist yet?" and again put the Task Checklist Name from Step 1 as the Company name.

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Create a note

Finally, we need to create a note that will match the newly created comment in Process Street.

Add a new step, choose Close as the app, and "Create Note" as the action. In the Customize Note section, select "Custom Value" for the "Lead" field and pick the LeadID from Step 2. 

For Text, use the Content from Step 1, and Continue.

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Congratulations! All that is left to do is turn that Zap on, and you are done!


What's Next