Connect Salesforce and Streak to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Salesforce and Streak together. Build enterprise-grade automation in minutes.

Our most popular template

Update Salesforce contacts when Streak contacts are updated
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Streak + Salesforce
Update Streak boxes when Salesforce records fields are modified
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Salesforce + Streak
Update Salesforce records when Streak stages change
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Streak + Salesforce

Update Salesforce contacts when Streak contacts are updated

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Streak + Salesforce

Update Streak boxes when Salesforce records fields are modified

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Salesforce + Streak

Update Salesforce records when Streak stages change

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Streak + Salesforce

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Salesforce with Streak - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Add Contact to Box" in Streak.

You’re connected!

Zapier seamlessly connects Salesforce and Streak, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- 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 Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- 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

For AI agents & developers

Use Salesforce and Streak with AI agents and code

Beyond Zap workflows. Call Salesforce and Streak actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Salesforce and Streak actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign
Add Contact to Box

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Salesforce and Streak actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* salesforce / streak action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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G2 Badge - Leader Mid-Market - Winter 2024

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Salesforce and Streak

Track updated Salesforce opportunities in Streak.

When an opportunity is updated in Salesforce, Zapier can automatically update the corresponding box in Streak. This helps engineering teams stay aligned with project opportunities and progress without manual tracking.

Engineering

Try it

Sync new Salesforce leads to Streak boxes.

When a new lead is created in Salesforce, Zapier can automatically create a corresponding box in Streak. This ensures the marketing team has up-to-date information and avoids the need for manual entry, improving lead management and collaboration.

Marketing & Marketing Ops

Try it

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Streak on the Zapier blog

Make work flow with AI

Level up your Salesforce to Streak integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Salesforce + Streak integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Streak

How can I set up a trigger for Salesforce in Streak?

To set up a trigger for Salesforce in Streak, start by creating a new zap and selecting Salesforce as the trigger app. Choose the specific event that will activate the zap, such as a new lead or contact creation. This setup allows us to automatically pull information whenever that event occurs in Salesforce.

Can actions from Streak update records in Salesforce?

Yes, actions from Streak can update records in Salesforce. By configuring our platform, you can create a zap where actions taken in Streak, like moving an item to another pipeline stage, result in automatic updates to corresponding records on Salesforce.

Is it possible to trigger updates in Streak based on changes made within Salesforce?

Absolutely, you can configure a zap where specific changes or updates made within Salesforce trigger actions within Streak. For instance, when an opportunity's stage is updated in Salesforce, you might want an automated task to be created in Streak.

What are some common triggers used when integrating Salesforce with Streak?

Common triggers include new lead creation, updates to existing contact information, and changes to deal stages within Salesforce. These all prompt predetermined actions within your Streak setup.

How do error alerts work with the integration between these two platforms?

Error alerts notify you if there's an issue executing tasks between the two systems. If a zap fails due to incorrect data entries or connectivity issues, our alert system highlights these errors so you can take corrective measures promptly.

Are there limitations on field mapping between these two systems?

There may be limitations based on field formats and data types between the systems. We recommend reviewing both platforms' field compatibility and ensuring any custom fields are appropriately mapped during setup.

How often does synchronization occur between records of these platforms?

Synchronization frequency depends on how you've scheduled it using our platform's settings. Most users prefer real-time synchronization for critical data or opt for periodic syncing at intervals like hourly or daily for less urgent information.

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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 moreLearn moreHelpHelp

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)

Connect Salesforce and Streak to power AI-driven automation

Launch your first automated workflow

Update Salesforce contacts when Streak contacts are updated

Update Streak boxes when Salesforce records fields are modified

Update Salesforce records when Streak stages change

Update Salesforce contacts when Streak contacts are updated

Update Streak boxes when Salesforce records fields are modified

Update Salesforce records when Streak stages change

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Salesforce and Streak with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Salesforce and Streak

Track updated Salesforce opportunities in Streak.

Sync new Salesforce leads to Streak boxes.

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Learn how to automate Streak on the Zapier blog

6 ways to automate Streak with Zapier

Make work flow with AI

Frequently Asked Questions about Salesforce + Streak integrations

Connect Salesforce to Streak on the world's largest no-code automation platform