How to connect Process Street and RocketReach
Create a New Scenario to Connect Process Street and RocketReach
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Process Street, triggered by another scenario, or executed manually (for testing purposes). In most cases, Process Street or RocketReach will be your first step. To do this, click "Choose an app," find Process Street or RocketReach, and select the appropriate trigger to start the scenario.

Add the Process Street Node
Select the Process Street node from the app selection panel on the right.


Process Street

Configure the Process Street
Click on the Process Street node to configure it. You can modify the Process Street URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the RocketReach Node
Next, click the plus (+) icon on the Process Street node, select RocketReach from the list of available apps, and choose the action you need from the list of nodes within RocketReach.


Process Street
⚙

RocketReach


Authenticate RocketReach
Now, click the RocketReach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RocketReach settings. Authentication allows you to use RocketReach through Latenode.
Configure the Process Street and RocketReach Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Process Street and RocketReach Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

JavaScript
⚙
AI Anthropic Claude 3
⚙

RocketReach
Trigger on Webhook
⚙

Process Street
⚙
⚙
Iterator
⚙
Webhook response


Save and Activate the Scenario
After configuring Process Street, RocketReach, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Process Street and RocketReach integration works as expected. Depending on your setup, data should flow between Process Street and RocketReach (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Process Street and RocketReach
Process Street + RocketReach + Slack: When a new task is checked in Process Street indicating a new lead, RocketReach finds the contact details for that lead. A Slack message is then sent to a designated channel notifying the sales team about the new lead with the contact information.
RocketReach + Process Street + Google Sheets: When a person is found in RocketReach, a new task is created in Process Street for follow-up. Simultaneously, the contact information is logged into a Google Sheets spreadsheet for tracking purposes.
Process Street and RocketReach integration alternatives

About Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
Related categories

About RocketReach
Find verified contact data with RocketReach, then automate outreach in Latenode. Build workflows that instantly add leads to your CRM, trigger personalized email sequences, and update spreadsheets. Stop manual data entry and scale lead generation with no-code ease, paying only for execution time.
Similar apps
Related categories
See how Latenode works
FAQ Process Street and RocketReach
How can I connect my Process Street account to RocketReach using Latenode?
To connect your Process Street account to RocketReach on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Process Street and click on "Connect".
- Authenticate your Process Street and RocketReach accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I enrich Process Street tasks with RocketReach contact data?
Yes, you can! Latenode enables seamless data flow between Process Street and RocketReach, automatically adding verified contact details to your tasks. Enhance data quality and accelerate your outreach.
What types of tasks can I perform by integrating Process Street with RocketReach?
Integrating Process Street with RocketReach allows you to perform various tasks, including:
- Automatically create new RocketReach contacts from Process Street task submissions.
- Update contact details in RocketReach based on Process Street form input.
- Trigger Process Street checklists when a new lead is found in RocketReach.
- Enrich contact information within Process Street checklists using RocketReach data.
- Automate lead qualification workflows using data from both Process Street and RocketReach.
How to map custom fields from Process Street to RocketReach in Latenode?
Latenode’s visual editor allows you to easily map custom fields between Process Street and RocketReach during workflow creation. Benefit from data synchronization tailored to your needs.
Are there any limitations to the Process Street and RocketReach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits from Process Street and RocketReach may affect high-volume workflows.
- Complex data transformations might require JavaScript or AI blocks for optimal mapping.
- Changes to Process Street or RocketReach's API could temporarily disrupt workflows.