Streak

Streak Integrations

  • Add new Streak boxes to Google Contacts as new contacts

    If your organisation uses Streak CRM and your boxes represent people then you likely want those people in your contact list too. You can use Zapier to automatically start adding those new Streak boxes to your Google Contacts account as they are created. You can optionally specify a contact group in Google Contacts to separately identify these contacts in Gmail.

    Once you set up this integration, new Streak boxes created from that point forward are individually added to Google Contacts as new contacts.

    Note: This Zapier integration doesn't import existing Streak boxes into Google Contacts, only new boxes after you've set it up.

    How It Works

    1. A box is added to a Streak pipeline.
    2. Zapier adds that data to Google Contacts as a new contact.

    What You Need

    • Streak account
    • Google Contacts account
  • Create boxes in Streak from new emails matching Gmail search query

    It can be overwhelming to keep up as the emails roll in especially when there are some you know you need to keep track of. Rely on this Gmail Streak integration to keep an eye on the important emails for you and automatically turn them into boxes in Streak. Any new email in Gmail matching a particular search criteria will create a new Streak box.

    How It Works

    1. A new email meets your Gmail search criteria
    2. Zapier creates a new box in Streak

    What You Need

    • Gmail account
    • Streak account
  • Create boxes in Streak from new rows in Google Sheets

    Have you been using Streak for your CRM? Then you know that putting records in boxes makes it easy to keep everyone involved with sales process in your company. However, sometimes data entry can be a bare. With this Google Sheets Streak integration you can automatically add new Sheets rows to Streak as new boxes.

    How It Works

    1. A new row is added in Google Sheets
    2. Zapier creates a box in Streak from the new row

    What You Need

    • Google account, it helps to already have a Google Sheet set up
    • Streak account
  • Create new boxes on Streak for new Facebook Lead Ads leads

    New leads are just the first step. Lay the groundwork for your email outreach with this Facebook Lead Ads-Streak integration. Once it's active, a new box will be created on Streak for every new lead on Facebook so you can set up your inbox for the most efficient outreach possible.

    How It Works

    1. Facebook Lead Ads captures a new lead
    2. Zapier automation creates a new box on Streak

    What You Need

    • Facebook Lead Ads account
    • Streak account
  • Create Trello Cards from Streak Boxes

    If you've needed to have Streak boxes sent to Trello as Cards, now you can with the help of this Streak Trello integration. Zapier will automatically take new Streak boxes and send them to Trello as a new card.

    How it Works

    1. A new box is created in Streak
    2. Zapier automatically creates a card in Trello

    What you need

    • A Streak account
    • A Trello account
  • Create Google Calendar Events from Streak Boxes

    Using Streak to manage your data is very convenient when you already live inside of Gmail. Likely you already use Google Calendar to manage your time. With this Zap, you can improve your efficiency further by automatically creating GCal events from Boxes in a specific pipeline.

    How it Works

    1. A new Box gets created in a Streak Pipeline
    2. Zapier sees the new Box and creates a Google Calendar event for you

    What You Need

    • A Streak account
    • A Google Calendar account
  • Create Streak boxes for new Google Contacts

    If you've ever wanted to have your Google Contacts sent to Streak as boxes, now you can with the help of this Google Contacts Streak Integration. Zapier will automatically take new Google Contacts that come in and create a box in Streak.

    How it Works

    1. A new Google contact is created
    2. Zapier automatically creates a box in Streak

    What you need

    • A Streak account
    • A Google Contacts account
  • Get Slack messages for new boxes in Streak

    Rather than flipping back and forth between Gmail and Slack, use this Streak Slack integration to automatically send messages to a Slack channel when a new box is created in Streak.

    How It Works

    1. A new box is created in Streak
    2. Zapier sends a message to a designated Slack channel

    What You Need

    • Streak account
    • Slack account
  • Create new Google Spreadsheet row from new Streak box

    If you've ever wanted to add to a specific Google Spreadsheet when you get a new Streak box, now you can. With this Streak to Google Sheets integration, Zapier will automatically create a new Google Spreadsheet row from your Streak box.

    How It Works

    1. A box is created in Streak
    2. Zapier automatically logs that Streak box info as a new entry in a Google Spreadsheet row

    What You Need

    • A Streak account
    • A Google Spreadsheet
  • Create new Streak boxes from Typeform form entries

    If you use Streak to keep up with your support ticket and communications, you might want an easy way to create new boxes in your Streak account. This Zapier integration and your Typeform form are just what you need. With this integration, Zapier can automatically create a new box in Streak whenever your Typeform form is filled out.

    How It Works

    1. Zapier watches out for new Typeform entries
    2. When you get a new entry, Zapier creates a new box in Streak

    What You Need

    • Typeform account
    • Streak account
  • Create boxes in Streak from new MailChimp subscribers

    Transferring customer data from an email marketing list to a CRM can be a major headache. Not true with this MailChimp Streak integration. Turn email subscribers into trackable leads by creating boxes in Streak from MailChimp subscribers.

    How It Works

    1. A new MailChimp subscriber is added
    2. Zapier creates a new box in Streak

    What You Need

    • MailChimp account
    • Streak account
  • Add Streak tasks to new Streak boxes

    Instead of adding tasks to each box individually, this Zapier automation creates a Streak task (or tasks) when a box is created.

    *Note: Optional: Specify one stage as the time to create the task(s).

    How It Works

    1. A box is created in a Streak pipeline.
    2. Streak adds a new task (or tasks) to the box.

    What You Need

    • Streak account
    • Gmail account
  • Create Mailchimp Subscribers from Streak boxes

    Ever wanted to add a subscriber to Mailchimp when you get a new Streak box? Now you can with the help of this Streak Mailchimp integration. Zapier will automatically add a subscriber to your specified list when a new box comes in to Streak.

    How it Works

    1. A box is created in Streak
    2. Zapier automatically creates a Mailchimp subscriber

    What you need

    • A Mailchimp account and a list created on that account
    • A Streak account
  • Add detailed events in Google Calendar from new boxes in Streak

    Do new boxes in Streak mean you have to document an event happening? Then use this Streak Google Calendar integration to solve this shortcoming and add detailed events in Google Calendar from new boxes in Streak.

    How It Works

    1. A new box is created in Streak
    2. Zapier adds this event to Google Calendar

    What You Need

    • Streak account
    • Google account
  • Create Streak boxes from new Gravity Forms submissions

    You want to move a lead into your CRM software as quickly as possible, but there's typically an intermediary copy/paste step that can be time-consuming. Use this Gravity Forms Streak integration to automate this tedious task. Every time a new Gravity Forms submission is received, a new box is created in Streak.

    How It Works

    1. A new Gravity Forms submission is received
    2. Zapier maps the fields to Streak and creates a new box

    What You Need

    • Gravity Forms account
    • Streak account
  • Create Streak boxes for new Gmail emails

    If you've ever wanted to have your Gmail emails sent to Streak as boxes, now you can with the help of this Gmail Streak Integration. Zapier will automatically take new emails that come in to Gmail and create a box in Streak.

    How it Works

    1. A new email is received in Gmail
    2. Zapier automatically creates a box in Streak

    What you need

    • A Streak account
    • A Gmail account
  • Create new Streak box from new Wufoo entry

    Wufoo is an excellent way to collect customer information online - but what if you want to save that information somewhere else, too? With this Wufoo to Streak Zapier integration, you can. Every time a new entry is added in Wufoo, Zapier will automatically create a new Streak box.

    How It Works

    1. Someone fills out your Wufoo form online
    2. Zapier automatically saves the form data into a new box in Streak

    What You Need

    • A Wufoo account and a form you want to save entries from
    • A Streak account
  • Create tasks in Asana from new boxes in Streak

    Managing customer interactions in Streak but need a way to send over tasks to your internal team in Asana? This Streak Asana integration can help by creating tasks in Asana from boxes in Streak.

    How It Works

    1. A new box is created in Streak
    2. Zapier creates a task in Asana

    What You Need

    • Streak account
    • Asana account
  • Add new Streak tasks to Todoist as tasks

    Consolidating all of your tasks from various tools into one can help give you a clearer picture of your day. If your team uses Streak to track tasks, use this Zap to add those new tasks to Todoist, where you keep your all other tasks, too. Now, your tasks are all in one platform, so you can quickly view and prioritize them.

    How this Streak-Todoist integration works

    1. A new task is created in Streak
    2. Zapier creates a task in Todoist

    Apps involved

    • Streak
    • Todoist
  • Create tasks in Streak when a box changes stages

    Boxes in Streak are how you track what's happening in your business and where you create tasks to make sure the ball keeps rolling. Take the Streak love to the next level. Now, automatically create tasks in Streak when a box changes stages. No need to keep creating the same set of tasks. With this Zapier automation quietly humming in the background, you can enjoy seamless business processes set to auto-pilot and rest assured that all next steps are taken.

    How this Streak-Zapier integration works

    1. A Streak box is updated to a specific stage.
    2. One or more Streak tasks are automatically created on that box.

    Apps involved

    • Streak
  • Create boxes in Streak from new updated rows in Google Sheets

    Moving information out of Google Sheets and into your CRM typically involves a monster copy/paste job. But with this Google Sheets Streak integration, you can seamlessly import data into Streak by creating new boxes from updated rows in Google Streak.

    How It Works

    1. A row is updated in Google Sheets
    2. Zapier creates a new box in Streak

    What You Need

    • Google account
    • Streak account
  • Create boxes on Streak for new contacts on Zillow Tech Connect

    Using Streak to stay organized? Reach out beyond Gmail by using this Zillow Tech Connect Streak integration to watch Zillow Tech Connect. It will trigger every time you add a new contact on Zillow Tech Connect, automatically creating a box on Streak so that you're always prepared.

    How It Works

    1. A new Zillow Tech Connect contact is created
    2. Zapier automation adds a box on Streak

    What You Need

    • Zillow Tech Connect account
    • Streak account
  • Add Google tasks from new boxes in Streak

    As you're tracking leads in Streak, you're bound to be flooded with to-do's that need your attention. But somehow managing your tasks always seems to take more time than actually performing them. This Google Tasks Streak integration makes it easy by automatically creating Google tasks from new boxes in Streak. List checkers, rejoice!

    How It Works

    1. A new box is created in Streak
    2. Zapier adds a task in Google Tasks

    What You Need

    • Streak account
    • Google Tasks (via Gmail) account
  • Create new boxes in Streak from parsed emails by Zapier

    If you find yourself always updating your CRM from the auto-generated notification emails you receive, save yourself some time with this Email Parser to Streak integration. Automatically pull out information from template emails and create new boxes in Streak to streamline your CRM management.

    How It Works

    1. After setting up a template, a new email is sent to a designated mailbox in Zapier Email Parser
    2. Zapier creates a new box in Streak

    What You Need

    • Zapier Email Parser account. You'll need to create a basic template to let Zapier know which information to extract from incoming emails.
    • Streak account
  • Create boxes in Streak from new JotForm submissions

    Using JotForm to gather feedback or collect support requests? This JotForm Streak integrations makes it easy to turn your form entries into a to-do by creating boxes in Streak from new JotForm submissions.

    How It Works

    1. A new form submitted through JotForm
    2. Zapier creates a new box in Streak

    What You Need

    • JotForm account
    • Streak account

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Streak Integration Details

Launched on Zapier October 2, 2012

Zapier combines Triggers (like "Updated Box") and Actions (like "Create Task") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Streak Triggers, Searches, and Actions are supported by Zapier:

Create Task

Create a new Task on a Box.

Edit Box

Edit fields, stage, assigned to, name and notes on an existing box.

Create New Box

Create a new box.

Create Email Filter

Create an email filter that's part of a box.

Add Contact to Box

Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.

Link Boxes

Link multiple boxes together.

Create Comment

Create a comment on a box.

Update Contact

Update a contact by providing a contact key.

Add Organization to Box

Checks for an existing organization based on website. Creates a new organization or updates the existing organization and adds the organization to a specified box.

Get File by File Key

Retrieve a file by providing the file key.

Edit Task

Edit a task by providing box key and task text or by providing a task key.

Create Meeting / Call Log

Create a new Meeting or Call Log on a box.

Get Full Thread by Key

Gets a full unified thread given a thread key.

Updated Box

Triggers when a Field on a Box is updated.

Box Change Stage

Triggers when a box changes Stage.

New Box

Triggered when a new box is created.

Task Due

Triggers when a Task becomes due, but it not yet completed.

Task Complete

Triggers when a Task is completed.

New Comment

Triggers when a Comment is made on a Box in a Pipeline.

Box Change Pipeline

Triggers when a Box is moved between Pipelines.

Updated Contact

Triggered when a contact is updated.

Box Email Received Count Change

Triggers when the counter for emails received on a box changes.

New Contact

Triggered when a new contact is created.

New Task

Triggers when a Task is created.

Find a Box

Find a box by name, key, or fuzzy query.

Find a Contact

Searches for an existing contact by contact key, box key, or other information (like email address).

Find an Organization

Searches for an existing organization.

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