KonnektiveCRM + Streak Integrations

How to connect KonnektiveCRM + Streak

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Supported triggers and actions

What does this mean?

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- Transaction TypeRequired
- Product
Trigger
Scheduled
Try It
- CampaignRequired
- Quality Assurance
  Do you want to send sales to Quality Assurance? **NOTE: If you choose yes, you will have to manually approve the order in QA before the order is processed.
- Phone NumberRequired
  Customer's phone number (may contain numeric digits and hyphens). NOTE: If a customer exists with the given email or mobile number, their details will be updated. Otherwise a new customer will be created.
- Email AddressRequired
  If a customer exists with the given email or mobile number, their details will be updated. Otherwise a new customer will be created.
- First NameRequired
- Last NameRequired
- Street AddressRequired
  Line 1 of customer billing address, should include street address and number.
- Street Address 2
  Line 2 of customer billing address (apt. number, suite number, etc).
- CityRequired
- CountryRequired
  Select a country from the list of countries in your chosen campaign.
- StateRequired
- Zip CodeRequired
- Shipping InformationRequired
  Is the billing address and the shipping address the same?
- Product IdRequired
- Product Quantity
- Product Price
  If set this will override the default price as setup in Konnektive CRM.
- Product Ship Price
  If set, this will override the default shipping price as setup in Konnektive CRM.
- Ship First Name
- Ship Last Name
- Ship Street Address
  Line 1 of customer shipping address, should include street address and number.
- Ship Street Address 2
  Line 2 of customer shipping address (apt. number, suite number, etc).
- Ship City
- Ship Country
  Select a country from the list of countries in your chosen campaign.
- Ship State
  Customer's shipping state should be abbreviated state code (varies from country to country).
- Ship Zip Code
Action
Write
- PipelineRequired
  Only trigger when a Box is moved out of this Pipeline.
Trigger
Instant
Try It
- Stage
  Only trigger if this box is in a particular stage.
- Field
  Only trigger if a specific field in a box is updated.
- PipelineRequired
  Only trigger when a Field on a Box is edited in this Pipeline.
Trigger
Instant
Try It

- PipelineRequired
  Only trigger when a comment is made on a box in this pipeline.
Trigger
Instant
Try It
- PipelineRequired
  Only trigger when a new box is in this pipeline.
Trigger
Instant
Try It

- PipelineRequired
  Only trigger when a Task is completed in a Box on in this Pipeline.
Trigger
Instant
Try It
- PipelineRequired
  Only trigger when a Task is due on a Box in this Pipeline.
Trigger
Instant
Try It
- Box KeyRequired
  The box this organization will belong to.
- Organization NameRequired
  The name of the organization.
- Website(s)Required
  Organization's website.
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write
- Box Name or KeyRequired
  Either the name of the box to edit (case sensitive), or the key.
- Pipeline
  If box name is used, only update the box on this pipeline.
- MessageRequired
Action
Write
- Box Name or KeyRequired
  Either the name of the box to edit (case sensitive), or the key of the box.
- Pipeline
- Name
  New name of the box (leave empty to not change).
- Note
  Notes field on the Box (leave empty to not change).
- Assigned To
  Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
  If left blank, the assignee will not change.
- Gmail Thread Id
  This will attach the Gmail Thread to this box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
- Create Tag and Dropdown Options
  If set to Yes, we will create new tag and dropdown options based on the input given. These options will appear in your pipeline. If set to No, anything that does not match a current tag or dropdown option will be ignored and no new options will be created.
Action
Write
- File KeyRequired
  The key of the file you'd like to retrieve.
Action
Write
- Pipeline
  If box name is used, only update the box on this pipeline.
- Box Name or KeysRequired
  Box to link other boxes to. Either the name of the box (case sensitive) or the key.
- Box Names or KeysRequired
  A list of box names or keys to link to the first box.
Action
Write
- Contact KeyRequired
  The key of the contact you'd like to update.
- First Name
  First name of updated contact.
- Last Name
  Last name of updated contact.
- Email Address(es)
  The only email addresses associated with the contact will be the ones you include here; make sure to include any previously associated addresses as well as the new one(s).
- Title
  The title of the updated contact.
- Twitter
  The Twitter handle of the updated contact.
- Facebook
  The Facebook link of the updated contact.
- LinkedIn
  The LinkedIn url for the updated contact.
- Photo (Url)
  A url for the photo of the updated contact.
- Phone Numbers
  The only phone numbers associated with the contact will be the ones you include here; make sure to include any previously associated numbers as well as the new one(s).
- Address(es)
  The only addresses associated with the contact will be the ones you include here; make sure to include any previously associated addresses as well as the new one(s).
- Other
  Any other notes or information you'd like to include about the contact.
Action
Write
- Api Docs Info
  API docs for Streak are located here https://www.streak.com/api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Contact or Box Key
  If given a box key, this search will returns the first contact or the first starred contact from the specified box. If given a contact key, this search will return the details of the specified contact. You must provide either a key or a query; you can not provide both.
- Search Query
  Your search query should be unique to the user -- email address, phone number, or street address are great options. You must provide either a key or a query; you can not provide both.
- Teams
  List of teams to search on. If no teams are specified, it will default to all teams. Only applicable for use with Search Queries.
Action
Search
- Exact Search
  Exact box name or key. You must provide either a key/name or a query; you can not provide both.
- Search Query
  Not an exact search. Searches the contents of a box. You must provide either a key/name or a query; you can not provide both. Not for use with the create-if-not-existing option.
- Pipelines
  List of the pipelines to search on. If no pipelines are specified, it will default to all pipelines. Only applicable for a Search Query.
- PipelineRequired
  The pipeline this box is found under.
- NameRequired
  The name of the box.
- Assigned To
  Set this value to the email address you want to make the box automatically assigned to. If you leave this blank, then the assigned to gets set as the person who creates the box.
- Notes
  The box notes.
- GmailThreadID
  The Gmail thread ID. This will automatically create the box and add the specified Gmail thread to the newly created box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
Action
Search or write

- Campaign
- Order Type
- Upsell
- Campaign Product Id
Trigger
Scheduled
Try It
- CampaignRequired
- Email AddressRequired
  If a customer exists with the given email or mobile number, their details will be updated. Otherwise a new customer will be created.
- Phone NumberRequired
- First NameRequired
- Last NameRequired
- Street AddressRequired
- Address 2
  Line 2 of customer billing address (apt. number, suite number, etc).
- CityRequired
- CountryRequired
  Select a country from the list of countries in your chosen campaign.
- StateRequired
- Zip CodeRequired
- Ship First Name
- Ship Last Name
- Ship Street Address
- Ship Address 2
- Ship City
- Ship Country
  Select a country from the list of countries in your chosen campaign.
- Ship State
  Customer's shipping state, abbreviated state code (varies from country to country).
- Ship Zip Code
Action
Write
- CampaignRequired
- Session Id
- Quality Assurance
  Do you want to send sales to Quality Assurance? **NOTE: If you choose yes, you will have to manually approve the order in QA before the order is processed.
- Phone NumberRequired
  Customer's phone number (may contain numeric digits and hyphens). NOTE: If a customer exists with the given email or mobile number, their details will be updated. Otherwise a new customer will be created.
- Email AddressRequired
  If a customer exists with the given email or mobile number, their details will be updated. Otherwise a new customer will be created.
- First NameRequired
- Last NameRequired
- Street AddressRequired
  Line 1 of customer billing address, should include street address and number.
- Street Address 2
  Line 2 of customer billing address (apt. number, suite number, etc).
- CityRequired
- CountryRequired
  Select a country from the list of countries in your chosen campaign.
- StateRequired
- Zip CodeRequired
- ProductRequired
- Product Quantity
- Product Price
  If set this will override the default price as setup in Konnektive CRM.
- Product Ship Price
  If set, this will override the default shipping price as setup in Konnektive CRM.
- Product 2
- Product 2 Quantity
- Product 2 Price
  If set this will override the default price as setup in Konnektive CRM.
- Product 2 Ship Price
  If set, this will override the default shipping price as setup in Konnektive CRM.
- Product 3
- Product 3 Quantity
- Product 3 Price
  If set, this will override the default price as setup in Konnektive CRM.
- Product 3 Ship Price
  If set, this will override the default shipping price as setup in Konnektive CRM.
- Shipping InformationRequired
  Is the billing address and the shipping address the same?
- Ship First Name
- Ship Last Name
- Ship Street Address
  Line 1 of customer shipping address, should include street address and number.
- Ship Street Address 2
  Line 2 of customer shipping address (apt. number, suite number, etc).
- Ship Country
  Select a country from the list of countries in your chosen campaign.
- Ship State
  Customer's shipping state should be abbreviated state code (varies from country to country).
- Ship City
  Customer's shipping city.
- Ship Zip Code
- Custom 1
  Custom value to store along with the order record
- Custom 2
  Custom value to store along with the order record
- Custom 3
  Custom value to store along with the order record
- Custom 4
  Custom value to store along with the order record
- Custom 5
  Custom value to store along with the order record
Action
Write
- Stage
  Only trigger boxes as they enter a certain stage.
- PipelineRequired
  Only trigger when a box changes stage in this pipeline.
Trigger
Instant
Try It
- PipelineRequired
  Only trigger when the received counter changes on a Box in this Pipeline.
Trigger
Instant
Try It
- Team KeyRequired
Trigger
Instant
Try It
- TeamRequired
Trigger
Instant
Try It
- PipelineRequired
  Only trigger on Tasks made on Boxes in this Pipeline.
Trigger
Instant
Try It
- Box KeyRequired
  The box the contact will be added to.
- Contact EmailRequired
  The email address(es) of a contact who will be added to the box.
- Contact First Name
  The first name of a contact who will be added to the box.
- Title
  Contact's position/title.
- Contact Last Name
  The last name of a contact who will be added to the box.
- Phone Number(s)
  The phone number(s) associate with this contact.
- Twitter
  Contact's Twitter handle.
- Facebook
  Contact's Facebook page.
- LinkedIn
  Contact's LinkedIn page.
- Address
  Contact's address(es).
- Contact Notes
  Notes specific to the contact.
Action
Write
- PipelineRequired
  The pipeline this box is found under.
- NameRequired
  The name of the box.
- Assigned To
  Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
  If left blank, this will be assigned to you.
- Notes
  The box notes.
- GmailThreadID
  The Gmail thread ID. This will automatically create the box and add the specified Gmail thread to the newly created box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
- Create Tag and Dropdown Options
  If set to Yes, we will create new tag and dropdown options based on the input given. These options will appear in your pipeline. If set to No, anything that does not match a current tag or dropdown option will be ignored and no new options will be created.
Action
Write
- Box Name or KeyRequired
  Either the name of the box to edit (case sensitive), or the key.
- Pipeline
  If box name is used, only update the box on this pipeline.
- TextRequired
  Label for the task.
- Due Date
  Time that the task is due.
- Assign To
  Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
  If left blank, this will be assigned to you.
Action
Write
- Assign To
  Assign this to yourself or someone on your team. The assigned user will be need to have access to the pipeline.
  If left blank, the assignee will not change.
- Box Key
  The box of the key you'd like to edit tasks on. You must also provide task text with this option, and may not provide a task key.
- Task Text
  The text of the task you'd like to edit. Task text is case sensitive and must be used with a box key. Do not provide a task key.
- Task Key
  The specific task key you'd like to update. Do not provide a box key or task text if you are providing a task key.
- Completed
- Due Date
  Leave blank to not change.
Action
Write
- Thread KeyRequired
  The thread key for the contents you'd like to retrieve.
Action
Write
- Box KeyRequired
  A box key is its unique ID (not its name). You will likely need to get this key from a previous step.
- Meeting TypeRequired
  Meeting or call?
- Start TimeRequired
  Start time for the meeting or call.
- End Time
  End time for the meeting or call.
- Notes
  Meeting/Call Log Notes.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Exact Search
  Exact box name or key. You must provide either a key/name or a query; you can not provide both.
- Search Query
  Not an exact search. Searches the contents of a box. You must provide either a key/name or a query; you can not provide both. Not for use with the create-if-not-existing option.
- Pipelines
  List of the pipelines to search on. If no pipelines are specified, it will default to all pipelines. Only applicable for a Search Query.
Action
Search
- Organization or Box Key
  If given a box key, this search will returns the first organization or the first starred organization from the specified box. If given an organization key, this search will return the details of the specified organization. You must provide either a key or a query; you can not provide both.
- Search Query
  Your search query should be unique to the organization – website, phone number, or street address are great options.
- Team
  The team on which to search for the organization. If left blank, all teams will be searched.
Action
Search
- Pipelines
  List of the pipelines to search on. If no pipelines are specified, it will default to all pipelines.
- Search Query
  Search for the contents of a box (not to be used with search by name or search and create).
- NameRequired
  The name of the box.
- PipelineRequired
  The pipeline this box is found under.
- Assigned To
  Set this value to the email address you want to make the box automatically assigned to. If you leave this blank, then the assigned to gets set as the person who creates the box.
- Notes
  The box notes.
- GmailThreadID
  The Gmail thread ID. This will automatically create the box and add the specified Gmail thread to the newly created box. Beware that this ID is scoped to a single users inbox and that user should be the same user using this action.
Action
Search or write

How KonnektiveCRM + Streak Integrations Work

Step 1: Authenticate KonnektiveCRM and Streak.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect KonnektiveCRM + Streak

About KonnektiveCRM

Konnektive CRM is a customer transaction and campaign management platform that helps marketers dominate.

Related categories

CRM (Customer Relationship Management)

About Streak

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

Learn more

Related categories

CRM (Customer Relationship Management)

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KonnektiveCRM + Streak Integrations

How to connect KonnektiveCRM + Streak

Connect your apps and automate workflows

New Customer

New Transaction

Transaction TypeRequired

Product

Create a Complete Order (With Line Item Support)

CampaignRequired

Quality Assurance

Phone NumberRequired

Email AddressRequired

First NameRequired

Last NameRequired

Street AddressRequired

Street Address 2

CityRequired

CountryRequired

StateRequired

Zip CodeRequired

Shipping InformationRequired

Product IdRequired

Product Quantity

Product Price

Product Ship Price

Ship First Name

Ship Last Name

Ship Street Address

Ship Street Address 2

Ship City

Ship Country

Ship State

Ship Zip Code

Box Change Pipeline

PipelineRequired

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