All your most important contacts are already in your Gmail inbox, so why not manage them right there? That's the genius behind Streak, a CRM tool you can use from within your Gmail account.
If you're already a fan of Streak, then efficiency is probably the name of your game. So why not keep that streamlined energy across all of your workflows?
With Zaps—Zapier's automated workflows—you can easily connect Streak to your business-critical apps. That way, your work tools can share information, trigger important notifications, and even schedule calendar events for you without you having to lift a finger.
Discover how Streak automation can make your inbox an even more powerful tool.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Connect Streak to Google Sheets
You've got a lot of important data in your email, and you probably need to share at least some of it with other members of your team. But who wants to have someone else poking through their overstuffed inbox?
Instead, set up an automated workflow to export information from Streak into Google Sheets, where you and the rest of your team can use it more easily.
Storing information in Google Sheets makes it easier to track and store information you might want to share with your team outside of your Streak CRM. Need to share sales receipts with your accounting team? Drop the details in a Google Sheet. Want to send customer feedback to your product team? Automatically send it to your feedback spreadsheet.
It also creates an automatic backup, just in case something happens in your Streak account. That way, you'll never have to worry about losing important customer data.
Add row to Google Sheets for new Streak boxes
Streak + Google Sheets
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New rows are created for any newly created boxes. Useful to keep a Sheet synced with a pipeline.
Create Google Sheets rows when Streak boxes changes stages
Streak + Google Sheets
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Need a better way to keep track of all those changes going on in Streak? This integration will give you a hand. Just set it up and when a Steak box changes stage, a row will be generated in Google Sheets. One easy sheet for you to see the big picture, and share that data as well.
These workflows can also run in reverse. Need to add important info to a contact's profile that came from outside your Streak account? Add everything to a Google Sheet, and watch as it's automatically added to Streak.
Create boxes in Streak from new rows in Google Sheets
Google Sheets + Streak
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Have you been using Streak for your CRM? Then you know that putting records in boxes makes it easy to keep everyone involved with sales process in your company. However, data entry can be a bore. With this Google Sheets Streak integration you can automatically add new Google Sheets rows to Streak as new boxes.
Send notifications from Streak
You don't always want to have to constantly monitor your inbox or your CRM. By setting up automated workflows that trigger a notification when a box in Streak changes its stage, you don't have to. Instead, you're informed about important events in Streak wherever you are so you can jump in and take action.
Set up notifications to include as much or as little detail as you need. You can even send notifications for different pipeline stages to different team members. This gives greater visibility, keeps you informed, and helps you follow up faster.
Send an email with Gmail when a box changes stage in Streak
Streak + Gmail
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Do you need to send notifications when a box in Streak changes its stage? Stop monitoring and hunting down the boxes that change and let Zapier keep an eye on everything! When a box changes stage, Zapier will automatically send an email through Gmail.
Send channel messages on Slack when Streak boxes enter stages
Streak + Slack
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If you have tasks associated with different Streak box stages, it's helpful to get a notification when a change happens. Set up this integration to be notified on Slack when a box moves from one stage to another. You'll get a head-start on completing to-do's associated with stages of your pipeline.
Send email in Gmail with new updates to Streak boxes
Streak + Gmail
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If you're using Streak, you're already diversifying Gmail to streamline your workflows. This integration makes your interface even more dynamic, automatically sending an email in Gmail whenever a field on a box is updated in Streak. Keep your stakeholders in the loop, without leaving your inbox, or crafting a single Gmail message.
Create Mailchimp Subscribers from Streak boxes
Streak + Mailchimp
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Ever wanted to add a subscriber to Mailchimp when you get a new Streak box? Now you can with the help of this Streak Mailchimp integration. Zapier will automatically add a subscriber to your specified list when a new box comes in to Streak.
Keep Streak up to date
We get it. You have a lot on your plate. And you may not always have the time to jump into a Streak box and make needed changes for every stage change. Use automation as a shortcut to take multiple actions in Streak when you make a single change.
Instead of adding Streak tasks to each box individually, these Zaps can help you by automatically creating a task when you have a new box or a box changes stage.
Create tasks when a Streak box changes stages
Streak
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Within Streak, create tasks when a box changes stages.
Edit boxes in Streak when stages change
Streak
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When a Streak box changes stages, it might need some editing too. But that requires the headache of checking in and making the edits yourself. Skip that step with this integration! After set up, whenever a box changes its stage, it will be edited as well. Just set up how you'd like it to be edited and you're good to go!
Add Streak tasks to new Streak boxes
Streak
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Instead of adding tasks to each box individually, this Zapier automation creates a Streak task (or tasks) when a box is created.
Update Streak from forms
You get a lot of important customer info from forms, but do you always remember to add it to Streak? If you're getting a lot of form entries, probably not.
Luckily, it's easy to set up one of these quick Zaps to import new form submissions directly into your Streak account. Use these workflows to update contact info, process requests, track survey responses, or even process support tickets.
Create new Streak boxes from Typeform form entries
Typeform + Streak
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If you use Streak to keep up with your support ticket and communications, you might want an easy way to create new boxes in your Streak account. This Zapier integration and your Typeform form are just what you need. With this integration, Zapier can automatically create a new box in Streak whenever your Typeform form is filled out.
Capture new Google Forms responses as new Streak boxes
Google Forms + Streak
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Copy Google form responses to Streak with this automation. When active, it turns new survey responses into Boxes. You'll be able to add survey replies to emails, files and more to get insights into your target audience.
Back up Streak contacts
While ideally your CRM is your single source of truth, there are lots of reasons why you might want to store contact information in multiple places. You may want to add new contacts to your personal contact list, so you can reach out to sales leads or customers more effectively. Or you may just want to create a simple backup so your contacts aren't lost if something happens to your CRM.
With these workflows, you can automatically add new Streak contacts to Google Contacts, instantly backing up your valuable lead info with no extra steps.
Create new Google Contacts for every new box in Streak
Streak + Google Contacts
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This workflow starts when there's a New Box in the Streak app and results in creating a new contact in Google Contacts. It's an effective tool to help you leverage automation, saving you the manual work of transferring data between the two platforms. With this, your contact management becomes smoother and more streamlined, enhancing your productivity and ensuring you don't miss keeping track of new interactions in Streak.
Create Google Contacts for new contacts in Streak
Streak + Google Contacts
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When you add new contacts in your CRM, you may want them added to your personal contact list. This integration helps by automatically creating a Google Contact when there is a new contact added in Streak. It's never been easier to manage your personal contact list.
Connect your CRM with your calendar
Streak manages your contacts and Gmail manages your messages—that means Google Calendar probably manages your schedule. Make sure you never miss an appointment or an important follow-up task by automatically connecting Streak directly to your calendar.
Make sure your Google Calendar reflects your latest CRM updates without needing to switch between apps or manually enter event details. These Zaps will automatically create new Google Calendar events for new Streak Boxes or stage changes. That way, you'll never miss a sales call or space on a follow-up task.
Create Google Calendar events from new Streak Boxes
Streak + Google Calendar
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Using Streak to manage your data is convenient when you already live inside of Gmail, and likely you already use Google Calendar to manage your time. With this Zap, you can improve your efficiency even further. Automatically create a Google Calendar events from each new Box in a specific Streak pipeline, as soon as it's added.
Create detailed Google Calendar events with new changes to Streak boxes
Streak + Google Calendar
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Keeping your Google Calendar updated with your project status can mean a ton of tedious manual updates. If you use this integration, though, you can skip the hassle. Automatically create a detailed Google Calendar event whenever a Streak box changes stage. Make sure your Google Calendar reflects your latest workflow updates, without needing another click or keystroke.
Put your pipeline on autopilot
Sales leads are where your income comes from, and you want to dedicate as much energy as possible to nurturing and closing those leads as quickly as possible. Free up your schedule to focus on your customers by automating your CRM tasks.
And this is just the start of what you can do with Streak and Zapier. What will you automate first?
