eForma + Streak

eForma + Streak integrations

Create leads in eForma from updated Streak contacts

Effortlessly streamline your lead management process with this Streak and eForma integration. When a contact is updated in Streak, this automation will create a new lead in eForma, ensuring your sales and marketing teams have all the necessary information at their fingertips. Stay organized and boost productivity by centralizing your contact data with this handy workflow.

When this happens...
Updated ContactTriggered when a contact is updated.
TriggerInstant
automatically do this!
Create LeadCreates a new Lead
ActionWrite

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More things you can do with Streak and eForma

Discover other triggers and actions you can use with Streak and eForma

- Pipeline
  Required
Trigger
Instant
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- Stage
- Field
- 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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- 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
New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Stage
- Pipeline
  Required
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
Try It
- Team Key
  Required
Trigger
Instant
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- Team
  Required
Trigger
Instant
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- 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
- First Name
  Required
- Last Name
- Email
  Required
- Phone Number
  Required
- Date of Birth
- Country
- Source
  Required
- Address
- City
- Zipcode
- Staff
Action
Write

About eForma

Global E-learning solution covering the course of learners from commercial management to the training itself thanks to off-the-shelf content.

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Related categories

CRM (Customer Relationship Management)

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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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