Best integrations for Process Street 2025
These integrations extend Process Streetβs core functions for increased workflow automation.
Gmail
Automatically send emails at key stages of a Process Street workflow. Notify stakeholders when tasks are completed or approvals are needed. Send customized reports and summaries upon checklist completion. Update contact records based on form data submitted through Process Street.
Google Calendar
Create calendar events from Process Street checklist tasks with dynamic due dates. Update event details automatically when tasks are reassigned or deadlines shift. Schedule follow-up meetings directly from completed checklists. Manage team availability and resource allocation via shared calendars.
Jira
Create Jira issues directly from Process Street tasks to track bugs or feature requests. Update issue statuses in Jira based on checklist progress. Link Jira issues to relevant Process Street checklists for documentation. Automatically trigger new Process Street checklists when specific Jira issues are created.
Salesforce
Create new Salesforce leads or contacts from Process Street form submissions. Update opportunity stages based on checklist completion. Log activities in Salesforce to document process execution. Automatically generate reports combining Salesforce data with Process Street checklist metrics.
Slack
Send instant notifications to specific Slack channels when Process Street tasks are assigned or completed. Allow users to update checklist progress directly from Slack using interactive buttons. Create dedicated Slack channels for each Process Street checklist for focused discussions.
Microsoft Teams
Post updates to Teams channels when checklists begin or reach key milestones. Enable team members to interact with checklists directly within Teams. Share checklist reports and performance metrics within Teams. Trigger new checklists based on actions performed within Microsoft Teams.
Google Drive
Automatically create folders in Google Drive for each new Process Street checklist. Store and organize documents generated during a workflow. Grant access to relevant documents based on task assignments. Back up completed checklists and associated files to Google Drive.
Airtable
Sync data between Process Street checklists and Airtable databases for central data management. Use Airtable to store and analyze checklist data for reporting. Create new records in Airtable based on Process Street form submissions. Update Airtable records as checklists progress through different stages.
Typeform
Populate Process Street checklists with data collected from Typeform surveys. Trigger checklists based on Typeform submissions. Analyze Typeform responses within the context of Process Street workflows. Use Typeform to gather feedback on completed checklists and processes.
HubSpot
Create or update HubSpot contacts and deals based on Process Street checklist data. Trigger marketing automation workflows in HubSpot based on checklist completion. Log activities related to process execution on HubSpot contact records. Use Process Street to manage and document HubSpot-related processes.