HubSpot + Process Street Integration

You can integrate Hubspot with Process Street using Zapier.

In this article we will look at how Hubspot can be integrated with Process Street, so that when a new company name is added to Hubspot CRM, a new client onboarding checklist is generated.

Use case:

  • A Managed Service Provider (MSP) uses Process Street checklists
  • They add a new company name to their Hubspot CRM
  • They want an onboarding checklist to automatically trigger with each new company name added, so they can better serve their clients

Process overview:

  • We will create a Zap in Zapier
  • We will create a trigger for the Zap for whenever a new company name is added to Hubspot
  • We will create an action for the zap which generates a client onboarding checklist in Process Street

Now, let’s jump into the integration.

Creating a Zap in Zapier

We will be using Zapier to facilitate this integration.

Zapier connects over 1,000 apps together. It’s an “if this, then that” tool, meaning that once a trigger has occurred, an action will then take place. This helps to save you time and effort by automating processes.

Once you’ve made an account or logged into Zapier, click “Make a Zap!” on your dashboard.

Setting up the trigger

The next step is to set the trigger app. You will be selecting HubSpot CRM (which is a part of the HubSpot suite of tools) here.

After that, you’ll want to select “New Company” as the trigger.

Once you’ve chosen the trigger, connect your HubSpot account. This will happen automatically if you’re already logged in on HubSpot.

If successful, your screen should look similar to this:

Pull in sample data to make sure the trigger has been set up correctly. You will need to have at least one client profile already in HubSpot for this to work.

If successful, your screen should look similar to this:

We’re now halfway through the integration setup.

Setting Process Street as the action

Choose Process Street at the action app.

As this use case requires a new “Client Onboarding Checklist for a Managed Service Provider” checklist to be created, the correct action here is “Create Checklist”.

You will then need to add your Process Street API key. This can be found by clicking on your organization in the top right of the Process Street app, then clicking “Settings & API”.

Once you’ve added the API key to Zapier, your screen should look similar to this:

It’s now time to edit how the onboarding checklist will appear in Process Street.

Make sure the “Client Onboarding Checklist for a Managed Service Provider” template is added to your organization’s account.

Then, select that template in the “Template” field.

For “Checklist Name”, add “Properties Name Value”. I’ve added a divider and the words “Client Onboarding Checklist” to help provide context.

You can also add more details. For instance, if you have specific employees who will start the onboarding process every time, you can add them to the “Add Users To Checklist” field. They will then be assigned all future onboarding checklists.

The action has now been set up. It’s time to test and make sure it’s working.

Hit the “Send Test to Process Street” button.

Your screen should then look similar to this:

Double-checking the Zap works yourself

To ensure it’s working yourself, look at your Process Street dashboard. You should find the automatically generated checklist there.

Turning your Zap on and naming it

Now that you know the Zap functions properly, make sure the Zap is turned on. Naming the integration is also recommended. This helps to differentiate your Zaps.

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