# Process Street + HubSpot integration > Automate checklist creation, task assignments, and deal-stage handoffs between Process Street and HubSpot — no code required. **Canonical page:** https://tray.ai/connectors/process-street-hubspot-integrations/ **Process Street connector:** https://tray.ai/connectors/process-street-integrations/ **Process Street documentation:** https://tray.ai/documentation/connectors/service/process-street **HubSpot connector:** https://tray.ai/connectors/hubspot-integrations/ **HubSpot documentation:** https://tray.ai/documentation/connectors/service/hubspot ## Overview Process Street and HubSpot do very different jobs. One controls how your team executes work; the other tracks how your business wins and retains revenue. When they don't talk to each other, handoffs between sales, onboarding, and operations fall apart — tasks get missed, processes drift, and customers feel it. Connecting Process Street with HubSpot through tray.ai means the right checklist fires at the right moment in every deal or customer lifecycle, automatically, without anyone manually watching for CRM changes. Every HubSpot deal that closes, every contact that enters a new lifecycle stage, every form submission — each one is a moment where a structured Process Street workflow should start running. Without integration, operations teams watch HubSpot for changes and then manually create and assign checklists in Process Street. It's slow, it breaks under pressure, and it introduces delays into onboarding, compliance, and service delivery. Connecting the two through tray.ai lets you automatically launch Process Street templates the moment a HubSpot deal moves to 'Closed Won,' assign checklist tasks based on CRM contact data, and write task completion status back into HubSpot contact or deal records. Every process becomes auditable and consistent, and it scales with your sales volume without adding headcount. ## Use cases ### Automated Customer Onboarding on Deal Close When a HubSpot deal reaches 'Closed Won,' tray.ai instantly triggers a Process Street onboarding checklist pre-populated with the customer's name, contact details, and deal properties. The right team members get their tasks automatically, and onboarding starts within minutes rather than days. The gap between sales handoff and customer success disappears, and no onboarding step gets skipped. - Cut time-to-onboard by eliminating manual checklist creation after deal close - Pre-populate Process Street checklists with HubSpot deal and contact properties - Give every new customer a consistent, auditable onboarding experience ### Sales Process Compliance Checklists For regulated industries or complex sales cycles, tray.ai can trigger a Process Street compliance checklist whenever a HubSpot deal enters a specific pipeline stage — so legal, finance, or security reviews happen before the deal advances. Task completion data flows back into HubSpot as deal properties or notes, giving sales managers full visibility into compliance status without leaving the CRM. Sales velocity stays high; process discipline stays intact. - Enforce mandatory review steps at specific HubSpot deal stages - Surface compliance checklist status directly within HubSpot deal records - Cut compliance risk without slowing down the sales team ### Lead Qualification and Enrichment Workflows When a new lead arrives in HubSpot — from a form submission, an ad, or a manual entry — tray.ai can launch a Process Street qualification checklist that walks an SDR through a structured discovery and data-enrichment process. Once the checklist is done, enriched contact data and qualification scores are written back to HubSpot automatically. Every lead gets evaluated the same way, and CRM data stays clean. - Standardize SDR qualification steps with a triggered Process Street checklist - Automatically update HubSpot contact properties with enriched qualification data - Improve lead scoring accuracy through consistent data collection ### Employee or Vendor Offboarding Triggered by CRM Events When a HubSpot contact's lifecycle stage changes to indicate a churned customer or ended partnership, tray.ai kicks off a Process Street offboarding workflow to revoke access, archive records, and notify the right teams. Offboarding gets handled thoroughly and in compliance with internal policies every time — nobody has to remember to start the process. Completion status is logged back to the HubSpot contact record for a full audit trail. - Automatically trigger offboarding checklists on HubSpot lifecycle stage changes - Make sure access revocation and data archiving steps are never missed - Maintain a complete audit trail in HubSpot for every offboarding event ### Recurring Account Health Check Workflows On a scheduled basis, or when a HubSpot deal property signals a renewal date, tray.ai can launch a Process Street account health check workflow for customer success teams — pre-filled with the customer's usage data, contract details, and open support tickets pulled from HubSpot. Completed health check outcomes like risk scores, upsell signals, and renewal likelihood are pushed back to HubSpot to inform forecasting. Reactive account management becomes proactive. - Trigger health check checklists automatically ahead of renewal dates - Give CSMs a pre-filled, contextual workflow drawn from HubSpot data - Feed health check insights back into HubSpot for pipeline forecasting ### Support Escalation and Resolution Workflows When a HubSpot ticket is escalated to a certain severity level, tray.ai creates a Process Street escalation checklist and assigns it to the right support lead with all relevant contact and ticket details already filled in. As the checklist progresses, status updates and resolution notes sync back to the HubSpot ticket in real time. Escalated issues follow a consistent, documented resolution path every time. - Auto-create Process Street escalation checklists from high-severity HubSpot tickets - Keep HubSpot ticket status in sync with Process Street checklist progress - Cut mean time to resolution through structured, guided escalation steps ### Marketing Campaign Execution Checklists When a new marketing campaign is created or activated in HubSpot, tray.ai triggers a Process Street campaign launch checklist to make sure every pre-launch task — legal review, UTM setup, audience segmentation — is done before the campaign goes live. Checklist completion data is written back to HubSpot so marketing managers can track readiness across campaigns from one place. Skipped setup steps, and the costly errors they cause, stop happening. - Launch structured campaign checklists automatically when HubSpot campaigns are created - Confirm pre-launch compliance steps are done before any campaign goes live - Track campaign readiness status directly within HubSpot ## Templates ### Closed Won Deal → Customer Onboarding Checklist Monitors HubSpot for deals moving to 'Closed Won' and automatically creates a new Process Street checklist run from your onboarding template, pre-populating it with the contact name, email, deal owner, and any custom properties defined in HubSpot. Connectors used: HubSpot, Process Street ### Process Street Task Completion → HubSpot Deal Property Update Listens for task completions in a Process Street checklist run and writes the completion status, timestamp, and any form field values back to the associated HubSpot deal or contact record as custom properties or activity notes. Connectors used: Process Street, HubSpot ### New HubSpot Form Submission → Lead Qualification Checklist Triggers when a new contact is created in HubSpot via a form submission and automatically launches a Process Street lead qualification checklist for the assigned SDR, pre-filled with all available lead data from HubSpot. Connectors used: HubSpot, Process Street ### HubSpot Lifecycle Stage Change → Offboarding Workflow Detects when a HubSpot contact's lifecycle stage changes to a churned or inactive status and automatically initiates the corresponding Process Street offboarding checklist, routing it to operations or IT for execution. Connectors used: HubSpot, Process Street ### Scheduled Account Renewal → Health Check Workflow Runs on a recurring schedule to identify HubSpot deals or contacts approaching renewal dates and automatically creates Process Street account health check checklists for each, pushing results back to HubSpot when complete. Connectors used: HubSpot, Process Street ### HubSpot Ticket Escalation → Process Street Resolution Checklist Watches for HubSpot support tickets escalated to a critical severity level and creates a structured Process Street resolution checklist for the support lead, keeping HubSpot ticket status updated as checklist tasks are completed. Connectors used: HubSpot, Process Street ## Challenges Tray.ai solves ### Mapping Complex HubSpot Properties to Process Street Form Fields HubSpot deals and contacts often contain dozens of custom properties, and figuring out which fields to pass to a Process Street checklist — and in what format — takes real effort to get right. Mismatches between data types or property names cause checklists to launch with incomplete or malformed information, which defeats the whole point of structured workflows. **How Tray.ai helps:** tray.ai's visual data mapper lets you define precise field-level mappings between HubSpot deal, contact, or company properties and Process Street checklist form fields. The platform handles type coercion and formatting transformations inline, so checklist runs always launch with clean, correctly structured data regardless of how it's stored in HubSpot. ### Triggering Workflows Only for the Right HubSpot Pipeline or Stage Most businesses run multiple HubSpot pipelines — new business, renewals, partnerships — each needing a different Process Street workflow. An integration that triggers on every stage change will create the wrong checklists for the wrong teams, flooding Process Street with irrelevant runs and making people stop trusting the automation. **How Tray.ai helps:** tray.ai's conditional logic engine lets you build pipeline-aware branching directly into your integration workflows. You can route HubSpot trigger events based on pipeline ID, deal stage name, contact owner, or any custom property, so only the correct Process Street template launches for each specific scenario. ### Keeping HubSpot Records in Sync with Live Checklist Progress Once a Process Street checklist is running, sales managers and CSMs want to see its progress from within HubSpot rather than logging into another tool. Without a sync mechanism, HubSpot records go stale fast, and managers lose confidence in the CRM as a source of truth for deal status. **How Tray.ai helps:** tray.ai listens for Process Street webhook events — task completions, checklist completions, comment additions — and immediately updates the corresponding HubSpot deal or contact record. HubSpot properties, activity timelines, and notes stay current in real time, so managers never have to leave the CRM to understand where a checklist stands. ### Handling Failures and Incomplete Checklists Without Losing Data Integrations between Process Street and HubSpot can fail silently when API rate limits are hit, records are missing, or a checklist template has been archived. Without solid error handling, those failures mean missed onboarding steps, checklists that never got created, and no alert for the team to step in. **How Tray.ai helps:** tray.ai has built-in error handling, automatic retries with configurable backoff, and alerting that notifies operations teams immediately when a workflow step fails. Failed runs are logged with full context — including the original HubSpot payload — so teams can diagnose, fix, and replay failed automations without losing data. ### Scaling Checklist Creation During High-Volume Sales Periods During end-of-quarter pushes or product launches, deal close rates spike and a surge of simultaneous Process Street checklist creation requests follows. A brittle integration throttles, queues requests incorrectly, or duplicates checklist runs — operational chaos at exactly the worst moment. **How Tray.ai helps:** tray.ai's workflow engine handles high concurrency natively, processing large volumes of simultaneous HubSpot trigger events without degradation. The platform manages API rate limiting for both HubSpot and Process Street automatically, queuing and dispatching requests at the right pace to prevent errors while making sure every checklist gets created accurately and on time. ## Learn more - Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/ - Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/ - Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/ - Book a demo: https://tray.ai/contact/