Connectors / Integration
Connect Process Street and Salesforce to Automate Your Sales Workflows
Eliminate manual handoffs and keep your CRM data in sync with your operational checklists, automatically.
Process Street + Salesforce integration
Process Street and Salesforce do different jobs well: Salesforce handles your customer relationships and pipeline data, while Process Street keeps your team running the right processes at every stage of the customer journey. When they run separately, sales reps end up duplicating data entry, checklists drift out of sync with deal stages, and steps get missed. Connecting them through tray.ai closes that loop — CRM events trigger structured workflows, and checklist completions update your Salesforce records without anyone lifting a finger.
Connecting Process Street and Salesforce through tray.ai gives sales and revenue operations teams a level of consistency that neither tool can pull off alone. You can automatically spin up onboarding checklists the moment a Salesforce opportunity is marked Closed Won, assign tasks based on deal attributes, and push checklist completion data back into Salesforce for a full audit trail. The integration cuts the dependency on manual coordination between sales, customer success, and operations — fewer onboarding delays, better compliance with standard operating procedures, and one source of truth across both platforms. Less admin, faster revenue.
Automate & integrate Process Street + Salesforce
Automating Process Street and Salesforce business processes or integrating data is made easy with Tray.ai.
Use case
Automated Customer Onboarding on Closed Won
When a Salesforce opportunity reaches Closed Won, tray.ai launches a Process Street onboarding checklist pre-populated with account and contact details from the Salesforce record. Customer success managers get task assignments right away, cutting the usual lag between deal close and onboarding kickoff.
- Trigger checklists the moment a deal closes to cut time-to-onboard
- Pre-populate checklist fields with Salesforce data to skip manual entry
- Give every new customer a consistent onboarding experience
Use case
Sales Stage Progression Tied to Checklist Completion
Enforce process discipline by requiring specific Process Street checklist tasks to be done before a Salesforce opportunity can move to the next pipeline stage. tray.ai monitors checklist completions and automatically updates the Salesforce opportunity stage or adds a validation flag when all required steps are finished.
- Stop deals from advancing without required due diligence steps
- Give sales managers real-time visibility into process compliance
- Cut revenue risk by standardizing qualification and discovery steps
Use case
New Lead Follow-Up Checklist Creation
When a new lead is created in Salesforce — from a web form, marketing campaign, or manual entry — tray.ai triggers a Process Street checklist that walks the sales development rep through qualification, outreach, and follow-up steps. Lead details are automatically mapped into the checklist so reps can act immediately.
- Standardize SDR follow-up across every new lead
- Cut lead response time with instant checklist creation and assignment
- Capture qualification notes and outcomes back in Salesforce for reporting
Use case
Contract and Compliance Checklist for New Accounts
Once a Salesforce Account is created or updated to active status, tray.ai can launch a Process Street compliance or contract review checklist assigned to your legal or operations team. Completion status and any captured form data are written back to the Salesforce Account record for full traceability.
- Make sure no compliance or legal steps are skipped for new accounts
- Maintain an auditable record of contract review steps within Salesforce
- Route tasks to the right team automatically based on account attributes
Use case
Renewal and Expansion Workflow Automation
When a Salesforce opportunity of type Renewal or Expansion is created, tray.ai kicks off a dedicated Process Street renewal checklist covering stakeholder outreach, usage review, and proposal steps. Checklist updates sync back to the opportunity record so account managers always have a current view of renewal progress.
- Never miss a renewal step because of inconsistent manual processes
- Get account management teams aligned around a shared renewal playbook
- Sync renewal task progress into Salesforce for pipeline accuracy
Use case
Failed Checklist Task Escalation to Salesforce
When a task in a Process Street checklist is overdue or flagged as blocked, tray.ai creates a task or activity in Salesforce and notifies the relevant account owner or manager. Escalations happen automatically — no one needs to watch Process Street dashboards for problems.
- Surface process blockers in the CRM where managers already work
- Catch overdue tasks early to avoid SLA breaches
- Keep accountability in place without manual monitoring overhead
Challenges Tray.ai solves
Common obstacles when integrating Process Street and Salesforce — and how Tray.ai handles them.
Challenge
Mapping Salesforce Record IDs to Process Street Checklist Runs
You need a reliable link between a Salesforce opportunity, account, or lead and its corresponding Process Street checklist run for bidirectional sync to work. Without a native integration, that mapping has to be maintained manually or through spreadsheet workarounds that break under pressure.
How Tray.ai helps
tray.ai stores and manages record ID mappings as part of the workflow logic, automatically writing the Salesforce record ID into a Process Street checklist form field at creation time and using that ID to look up and update the correct Salesforce record when checklist status changes.
Challenge
Handling Salesforce's Complex Object Relationships
Salesforce data is highly relational — an opportunity connects to accounts, contacts, and owners — and pulling all the context needed to populate a Process Street checklist means navigating multiple related objects. That's hard to do manually or with basic automation tools.
How Tray.ai helps
tray.ai's Salesforce connector supports SOQL queries and relationship traversal, so workflows can fetch opportunity details alongside related account names, primary contact info, and owner data in a single orchestrated flow before passing everything to Process Street.
Challenge
Keeping Checklist Templates in Sync with Sales Process Changes
As your sales process changes — new qualification criteria, updated compliance requirements, revised onboarding steps — the Process Street checklist templates and the Salesforce stages they map to need to stay aligned. Without centralized workflow management, that becomes a real maintenance burden.
How Tray.ai helps
tray.ai workflows are centrally managed and version-controlled, so ops teams can update the checklist template ID, field mappings, or trigger conditions in one place without reconfiguring multiple point-to-point integrations.
Templates
Pre-built workflows for Process Street and Salesforce you can deploy in minutes.
Closed Won Opportunity → Launch Onboarding Checklist in Process Street
Salesforce 
Process Street This template watches Salesforce for opportunities moving to Closed Won and automatically creates a new Process Street checklist run, mapping Salesforce account name, contact, deal value, and owner into the checklist form fields.
Process Street Checklist Completed → Update Salesforce Opportunity
Process Street Salesforce When a designated Process Street checklist run is marked complete, this template pushes a status update to the corresponding Salesforce opportunity, logs a completed activity, and optionally advances the opportunity stage.
New Salesforce Lead → Create SDR Follow-Up Checklist
Salesforce Process Street Automatically generate a Process Street follow-up checklist for every new Salesforce lead, pre-filling contact details, lead source, and assigned rep so the SDR can start outreach immediately without any manual setup.
Overdue Process Street Task → Create Salesforce Task and Notify Owner
Process Street Salesforce This template polls Process Street for overdue checklist tasks and creates a corresponding Salesforce task assigned to the account or opportunity owner, so escalations show up in the CRM without anyone doing separate monitoring.
Salesforce Case Closed → Trigger Post-Resolution Process Street Checklist
Salesforce Process Street When a Salesforce Case is marked Closed, this template creates a Process Street post-resolution checklist for the support agent covering CSAT outreach, root cause documentation, and internal knowledge base updates, with completion status synced back to Salesforce.
New Salesforce Account → Launch Compliance Review Checklist
Salesforce Process Street Automatically start a Process Street compliance or contract review checklist whenever a new Salesforce Account is created or activated, routing it to the right team based on account type and logging all outcomes back in Salesforce.
How Tray.ai makes this work
Process Street + Salesforce runs on the full Tray.ai platform
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