Pipedrive + Process Street Integration

At Process Street, we know how important it is to have a consistent and scalable sales department. By integrating Process Street with Pipedrive, you can automatically run your cold calling workflow whenever a new lead is added in Pipedrive. This means that you don’t have to worry about anyone making messy […]

Google Calendar + Process Street Integration

You can integrate Google Calendar with Process Street workflow runs using Zapier. Data you capture in your workflow runs can be used to automatically create events in Google Calendar. That means you can record information as you work through your tasks, and then automatically create and/or edit events to keep […]

Completed Workflow Runs

When you’re finished with a workflow run you can mark it as complete, or complete all the tasks to complete it and see a shower of confetti 🙂 Completing a workflow run removes it from your Process Street Inbox and moves it into “Recently Completed” in your Reports dashboard. “Completed” is […]

Gmail + Process Street Integration

You can integrate Gmail with Process Street workflow runs using Zapier. Information you receive by email in Gmail can be used to automatically run and populate workflow runs in Process Street. This means that you don’t have to manually sort through your emails and run your workflows to process them […]

Sharing Workflow Runs

There may be times when you want to share a workflow run with another user, either someone you’re working with inside your organization or someone external like a client, a VA or a freelancer. You can share your workflow runs with anyone you want, by creating a share link that you can […]