EngageBay Marketing + Streak

Add updated Streak contacts to EngageBay Marketing forms for seamless data management

Keep your EngageBay Marketing contacts up-to-date with this Streak-EngageBay Marketing automation. Whenever a contact is updated in your Streak CRM, this workflow will ensure the changes are reflected in EngageBay Marketing by adding or updating the contact there. Stay organized and maintain accurate data across both platforms seamlessly.

When this happens...
Updated Contact
Triggered when a contact is updated.
TriggerInstant
automatically do this!
Add Contact to Form
Adds a contact to a form in your account.
ActionWrite

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Supported triggers and actions

What does this mean?

- PipelineRequired
Trigger
Instant
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- Stage
- Field
- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
Try It
- Box KeyRequired
- Organization NameRequired
- Website(s)Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write

- Box Name or KeyRequired
- Pipeline
- MessageRequired
Action
Write
- Box Name or KeyRequired
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File KeyRequired
Action
Write
- Pipeline
- Box Name or KeysRequired
- Box Names or KeysRequired
Action
Write
- Contact KeyRequired
- 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
- Pipelines
- Search Query
- NameRequired
- PipelineRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
New Company
Triggers when a new company is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is added to your account upon confirmation.
Trigger
Scheduled
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Get Owners
Trigger to get all owners.
Trigger
Scheduled
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Get Tracks
Tigger to get all tracks.
Trigger
Scheduled
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- ListRequired
- LimitRequired
Trigger
Scheduled
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- t_fields
Trigger
Instant
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New Unsubscribe
Triggers when a user unsubscribes from your emails.
Trigger
Scheduled
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Update Contact
Triggers when a contact is updates in your account.
Trigger
Scheduled
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Update Task
Triggers when a task is added in the EngageBay.
Trigger
Scheduled
Try It
- EmailRequired
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- EmailRequired
- SubjectRequired
- Priority
- Type
- Status
- Assignee
- Message
Action
Write
- EmailRequired
- Last Name
- Role
- First Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Blog
- Website (Xing)
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- TagRequired
- EmailRequired
Action
Write
- Search QueryRequired
Action
Search

- Stage
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- Team KeyRequired
Trigger
Instant
Try It
- TeamRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- Box KeyRequired
- Contact EmailRequired
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or KeyRequired
- Pipeline
- TextRequired
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread KeyRequired
Action
Write
- Box KeyRequired
- Meeting TypeRequired
- Start TimeRequired
- End Time
- Notes
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
- TagRequired
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Trigger
Scheduled
Try It
New Event
Triggers when a new event is added to your account upon confirmation.
Trigger
Scheduled
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New Task
Triggers when a new task is added in the EngageBay.
Trigger
Scheduled
Try It
- Field
Trigger
Instant
Try It
- FormsRequired
Trigger
Scheduled
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- Properties
Trigger
Instant
Try It
Update Company
Triggers when a company is updated.
Trigger
Scheduled
Try It
Update Deal
Triggers when a deal is updated in your account.
Trigger
Scheduled
Try It
- SequenceRequired
- EmailRequired
Action
Write
- Name
- Phone Number
- EmailRequired
- Timezone
- Start TimeRequired
- End TimeRequired
Action
Write
- FormRequired
- EmailRequired
Action
Write
- TagRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- Search QueryRequired
- EmailRequired
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Search or write

About EngageBay Marketing

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Streak

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Google Contacts

Contact Management, Google

Zoho CRM

CRM (Customer Relationship Management), Zoho

Insightly

CRM (Customer Relationship Management)

PRODUCTS

CAPABILITIES

By team

EngageBay Marketing + Streak

Add updated Streak contacts to EngageBay Marketing forms for seamless data management

Box Change Pipeline

Updated Box

Stage

Field

PipelineRequired

New Comment

PipelineRequired

New Box

PipelineRequired

Task Complete

PipelineRequired

Task Due

PipelineRequired

Add Organization to Box

Box KeyRequired

Organization NameRequired

Website(s)Required

Industry

Phone Number(s)

Address(es)

Employee Count

Logo URL

Twitter Handle

Facebook Handle

LinkedIn Handle

Create Comment

Box Name or KeyRequired

Pipeline

MessageRequired

Edit Box

Box Name or KeyRequired

Pipeline

Name

Note

Assigned To

Gmail Thread Id

Create Tag and Dropdown Options

Get File by File Key

File KeyRequired

Link Boxes

Pipeline

Box Name or KeysRequired

Box Names or KeysRequired

Update Contact

Contact KeyRequired

First Name

Last Name

Email Address(es)

Title

Twitter

Facebook

LinkedIn

Photo (Url)

Phone Numbers

Address(es)

Other

Find a Box

Exact Search

Search Query

Pipelines

Find an Organization

Organization or Box Key

Search Query

Team

Find or Create Box

Pipelines

Search Query

NameRequired

PipelineRequired

Assigned To

Notes

GmailThreadID

New Company

New Deal

Get Owners