Process Street CRM Integration

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Process Street

Integration Support ⟶

Ensure your entire sales team follows a consistent sales process using Process Street. With this integration enabled, each contact added to Close will have a link that points to your checklists in Process Street. Once a checklist is filled for a specific contact, you can bring that checklist data back into Close. Common use cases include sales qualification, client onboarding, and proposal and invoice generation.

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Clay

Automate your data flow from 50+ data sources with the Clay CRM integration for Close.

Process Street CRM Integration

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We think you’ll also like...

Free trialFree migrationFree supportNo credit card needed

On-demand demo

Talk to a real human

Free trial
Free migration
Free support
No credit card needed