Customers.ai + Streak

Customers.ai + Streak integrations

Send messages in Customers.ai when contacts are updated in Streak

Keep your messaging consistent and up-to-date with this automation that connects Streak and Customers.ai. When a contact is updated in Streak, this workflow will send them a message via Customers.ai, ensuring you stay engaged with your audience and provide the most relevant information. Save time and improve communication with this seamless connection between your CRM and messaging platform.

When this happens...
Updated ContactTriggered when a contact is updated.
TriggerInstant
automatically do this!
Send MessageSends a message to a contact.
ActionWrite

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More things you can do with Streak and Customers.ai

Discover other triggers and actions you can use with Streak and Customers.ai

- Pipeline
  Required
Trigger
Instant
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- Stage
- Field
- Pipeline
  Required
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Instant
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- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- 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
- Trigger Name
  Required
Trigger
Instant
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- Attribute_name
  Required
Trigger
Instant
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- Phone Number or Email
  Required
- Full Name
- First Name
- Last Name
Action
Write
- Lookup Attribute
  Required
- Lookup Value
  Required
Action
Write
- Attribute Name
  Required
- Attribute Value
  Required
Action
Search
- Recipient ID
  Required
Action
Search

- Stage
- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- Team Key
  Required
Trigger
Instant
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- Team
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
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- 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
New Contact
Triggers when a new contact is added to your page.
Trigger
Instant
Try It
- Automation ID
  Required
- Phone Number or Email
  Required
- Full Name
- First Name
- Last Name
Action
Write
- Recipient ID
  Required
- Message
  Required
- Messaging Type
- Tag
Action
Write
- ID
  Required
Action
Search
- First Name
- Last Name
Action
Search

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

Learn moreLearn moreHelpHelp

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Marketing Automation

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About Streak

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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