

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
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.
Connect Process Street and Zoho CRM in minutes with Latenode.
Create Process Street to Zoho CRM workflow
Start for free
Automate your workflow
Swap Apps
Process Street
Zoho CRM
No credit card needed
Without restriction
Create a New Scenario to Connect Process Street and Zoho CRM
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ 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.
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 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.
Process Street
โ
Zoho CRM
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.
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.
Set Up the Process Street and Zoho CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
โ
AI Anthropic Claude 3
โ
Zoho CRM
Trigger on Webhook
โ
Process Street
โ
โ
Iterator
โ
Webhook response
Save and Activate the Scenario
After configuring Process Street, Zoho CRM, and any additional nodes, donโt 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 โRun onceโ 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.
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.
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 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.
Similar apps
Related categories
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:
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:
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: