Streak + Zoho CRM Integrations

How to connect Streak + Zoho CRM

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Supported triggers and actions

What does this mean?

Box Change Pipeline
Triggers when a Box is moved between Pipelines.
Trigger
Instant
Box Change Stage
Triggers when a box changes Stage.
Trigger
Instant
Updated Box
Triggers when a Field on a Box is updated.
Trigger
Instant
Box Email Received Count Change
Triggers when the counter for emails received on a box changes.
Trigger
Instant
New Comment
Triggers when a Comment is made on a Box in a Pipeline.
Trigger
Instant

Updated Contact
Triggered when a contact is updated.
Trigger
Instant
New Box
Triggered when a new box is created.
Trigger
Instant

New Contact
Triggered when a new contact is created.
Trigger
Instant

Streak
Triggers when a Task is completed.
Instant
Trigger
Streak
Triggers when a Task is created.
Instant
Trigger
Streak
Triggers when a Task becomes due, but it not yet completed.
Instant
Trigger
Streak
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.
Scheduled
Action
Streak
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.
Scheduled
Action
Streak
Create a new box.
Scheduled
Action
Streak
Create a comment on a box.
Scheduled
Action
Streak
Create a new Task on a Box.
Scheduled
Action
Streak
Edit fields, stage, assigned to, name and notes on an existing box.
Scheduled
Action
Streak
Edit a task by providing box key and task text or by providing a task key.
Scheduled
Action
Streak
Retrieve a file by providing the file key.
Scheduled
Action
Streak
Gets a full unified thread given a thread key.
Scheduled
Action
Streak
Link multiple boxes together.
Scheduled
Action
Streak
Create a new Meeting or Call Log on a box.
Scheduled
Action
Streak
Update a contact by providing a contact key.
Scheduled
Action
Streak
Find a box by name, key, or fuzzy query.
Scheduled
Action
Streak
Searches for an existing contact by contact key, box key, or other information (like email address).
Scheduled
Action
Streak
Searches for an existing organization.
Scheduled
Action
Streak
Finds or creates a specific box search master.
Scheduled
Action
Zoho CRM
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Scheduled
Trigger
Zoho CRM
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Scheduled
Trigger
Zoho CRM
Triggers instantaneously when any entry is created in the specified module.
Instant
Trigger
Zoho CRM
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
Zoho CRM
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
Zoho CRM
Triggers instantaneously when any entry is created or updated in the specified module.
Instant
Trigger
Zoho CRM
Triggers when a new active user is added to your Zoho CRM account.
Scheduled
Trigger
Zoho CRM
Triggers instantaneously when a module entry is updated
Instant
Trigger
Zoho CRM
Add attachment to the slected Module entry
Scheduled
Action
Zoho CRM
Add new tag to existing module entries
Scheduled
Action
Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
Zoho CRM
Creates a new entry in a module
Scheduled
Action
Zoho CRM
Update existing entry in the selected module
Scheduled
Action
Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
Zoho CRM
Create or update module entries
Scheduled
Action
Zoho CRM
Finds an entry in a module
Scheduled
Action
Zoho CRM
Create contact if contact does not exist
Scheduled
Action
Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
Zoho CRM
Create module entry if entry does not exist
Scheduled
Action

How Streak + Zoho CRM Integrations Work

Step 1: Authenticate Streak and Zoho CRM.
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.