Gmail + Streak + Google Sheets
Look up Google Sheet rows, then find and edit boxes in Streak from new Gmail threads
Manually searching for customer data and updating your Streak boxes can be a thing of the past with Zapier! With this Zap, when new threads start in Gmail, Zapier will automatically find the matching customer in Google Sheets and then find and update their box in Streak.
Manually searching for customer data and updating your Streak boxes can be a thing of the past with Zapier! With this Zap, when new threads start in Gmail, Zapier will automatically find the matching customer in Google Sheets and then find and update their box in Streak.
- When this happens...New Thread
Triggers when a new thread starts.
- automatically do this...Lookup Spreadsheet Row
Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.
- then do this...Find a Box
Find a box by name, key, or fuzzy query.
- then do this!Edit Box
Edit fields, stage, assigned to, name and notes on an existing box.
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