Process Street and Zoho CRM Integration

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Automatically update Zoho CRM contacts based on Process Street checklist completions, triggering tailored follow-ups. Latenode's visual editor and affordable execution-based pricing makes complex sales automations easier to manage and scale.

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Process Street

Zoho CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Zoho CRM

Create a New Scenario to Connect Process Street and Zoho CRM

In the workspace, click the β€œCreate 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 Zoho CRM will be your first step. To do this, click "Choose an app," find Process Street or Zoho CRM, 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.

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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.

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Add the Zoho CRM Node

Next, click the plus (+) icon on the Process Street node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.

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Authenticate Zoho CRM

Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.

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Configure the Process Street and Zoho CRM Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Set Up the Process Street and Zoho CRM 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.
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Save and Activate the Scenario

After configuring Process Street, Zoho CRM, 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 β€œRun once” and triggering an event to check if the Process Street and Zoho CRM integration works as expected. Depending on your setup, data should flow between Process Street and Zoho CRM (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 Zoho CRM

Process Street + Zoho CRM + Slack: When a sales process is completed in Process Street, the lead status is updated in Zoho CRM. Then, a notification is sent to the sales team in Slack to inform them of the updated lead status.

Zoho CRM + Process Street + Google Sheets: When a new lead is created or updated in Zoho CRM, a qualification checklist is started in Process Street. The lead information is then logged in a Google Sheet for tracking and reporting.

Process Street and Zoho CRM 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.

About Zoho CRM

Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.

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FAQ Process Street and Zoho CRM

How can I connect my Process Street account to Zoho CRM using Latenode?

To connect your Process Street account to Zoho CRM 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 Zoho CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Zoho CRM when a Process Street checklist is completed?

Yes, with Latenode you can! Automatically update Zoho CRM records upon Process Street checklist completion. This saves time and ensures data is always synchronized with advanced logic and AI.

What types of tasks can I perform by integrating Process Street with Zoho CRM?

Integrating Process Street with Zoho CRM allows you to perform various tasks, including:

  • Create a new Zoho CRM lead when a Process Street form is submitted.
  • Update a Zoho CRM contact when a Process Street checklist is completed.
  • Trigger a Process Street checklist when a new deal is created in Zoho CRM.
  • Send customized email notifications through Zoho CRM based on Process Street activity.
  • Archive completed Process Street checklists and link them to Zoho CRM records.

How can I use custom JavaScript with Process Street inside Latenode?

You can use JavaScript blocks to transform data, enrich records, and add advanced logic to Process Street automations beyond simple no-code options.

Are there any limitations to the Process Street and Zoho CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time updates depend on the polling frequency of the apps.
  • Complex data transformations may require JavaScript coding.
  • Attachments from Process Street checklists may require additional parsing steps.

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