Chat Agents + Streak

Chat Agents + Streak integrations

Add new Chat Agents chat leads as Box in Streak contacts

Upon completion of a chat on your site, a new chat lead is added from Chat Agents with all contact information, a brief chat summary, and the chat transcript. With this Zapier integration, these lead details are automatically added as a new contact to Box in Streak.

When this happens...
New Chat LeadTriggers when there's a new chat lead.
TriggerInstant
automatically do this!
Add Contact to BoxChecks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.
ActionWrite

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More things you can do with Chat Agents and Streak

Discover other triggers and actions you can use with Chat Agents and Streak

Chat Lead Updates
Triggers when a existing lead is updated.
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Stage
- Field
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It

- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It

- Box Key
  Required
- Organization Name
  Required
- Website(s)
  Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write
- Box Name or Key
  Required
- Pipeline
- Message
  Required
Action
Write
- Box Name or Key
  Required
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File Key
  Required
Action
Write
- Pipeline
- Box Name or Keys
  Required
- Box Names or Keys
  Required
Action
Write
- Contact Key
  Required
- First Name
- Last Name
- Email Address(es)
- Title
- Twitter
- Facebook
- LinkedIn
- Photo (Url)
- Phone Numbers
- Address(es)
- Other
Action
Write
- Exact Search
- Search Query
- Pipelines
Action
Search
- Organization or Box Key
- Search Query
- Team
Action
Search

New Chat Lead
Triggers when there's a new chat lead.
Trigger
Instant
Try It
- Stage
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Team Key
  Required
Trigger
Instant
Try It
- Team
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Box Key
  Required
- Contact Email
  Required
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- Pipeline
  Required
- Name
  Required
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or Key
  Required
- Pipeline
- Text
  Required
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread Key
  Required
Action
Write
- Box Key
  Required
- Meeting Type
  Required
- Start Time
  Required
- End Time
- Notes
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- Pipeline
  Required
- Name
  Required
- Assigned To
- Notes
- GmailThreadID
Action
Search or write

About Chat Agents

Chat Agents is a true human-managed 24/7 website live chat service provider.

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Related categories

Customer Support

About Streak

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

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Related categories

CRM (Customer Relationship Management)

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