Capsule CRM + Streak

Update Streak boxes when new or updated opportunities occur in Capsule CRM

Keep your sales opportunities up to date with this efficient workflow between Capsule CRM and Streak. When a new or updated opportunity arises in Capsule CRM, this automation will edit the corresponding Streak box, ensuring your pipeline remains accurate and organized. Save time and stay focused on closing deals, while your CRM stays effortlessly in sync.

Keep your sales opportunities up to date with this efficient workflow between Capsule CRM and Streak. When a new or updated opportunity arises in Capsule CRM, this automation will edit the corresponding Streak box, ensuring your pipeline remains accurate and organized. Save time and stay focused on closing deals, while your CRM stays effortlessly in sync.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    StreakStreak
    Edit Box

    Edit fields, stage, assigned to, name and notes on an existing box.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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streak logo
streak logo

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
Learn more

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  • CRM (Customer Relationship Management)

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