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Streak

CRM (Customer Relationship Management)

Copy Streak boxes from one pipeline to another

Once a box reaches a particular stage, copy it to another pipeline and link the two.

Once a box reaches a particular stage, copy it to another pipeline and link the two.

  1. When this happens...
    StreakStreak
    Box Change Stage

    Triggers when a box changes Stage.

    TriggerInstant
  2. automatically do this...
    StreakStreak
    Create New Box

    Create a new box.

    ActionWrite
  3. then do this...
    StreakStreak
    Find a Contact

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

    ActionSearch
  4. then do this...
    StreakStreak
    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.

    ActionWrite
  5. then do this!
    StreakStreak
    Link Boxes

    Link multiple boxes together.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Stage

    • PipelineRequired

    Trigger
    Instant
    Try It
    • PipelineRequired

    Trigger
    Instant
    Try It
    • Team KeyRequired

    Trigger
    Instant
    Try It
    • TeamRequired

    Trigger
    Instant
    Try It
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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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