Streak + Zoho CRM

Update and manage module entries in Zoho CRM when boxes update in Streak

Streamline your customer relationship management with this efficient workflow. When there are updates in Streak, this automation swiftly creates or updates module entries in Zoho CRM. Not only does it save you from manual data entry, it also ensures that your CRM always reflects the most current information. This way, you're always ready to engage with your clients effectively.

When this happens...
Updated Box
Triggers when a Field on a Box is updated.
TriggerInstant
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

What does this mean?

- PipelineRequired
Trigger
Instant
Try It
- Stage
- Field
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It

- PipelineRequired
Trigger
Instant
Try It
- Box KeyRequired
- Organization NameRequired
- Website(s)Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write

- Box Name or KeyRequired
- Pipeline
- MessageRequired
Action
Write
- Box Name or KeyRequired
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File KeyRequired
Action
Write
- Pipeline
- Box Name or KeysRequired
- Box Names or KeysRequired
Action
Write
- Contact KeyRequired
- 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
- Pipelines
- Search Query
- NameRequired
- PipelineRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
New Lead
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.
Trigger
Scheduled
Try It
New or Updated Contact
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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

- Stage
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- Team KeyRequired
Trigger
Instant
Try It
- TeamRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- Box KeyRequired
- Contact EmailRequired
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or KeyRequired
- Pipeline
- TextRequired
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread KeyRequired
Action
Write
- Box KeyRequired
- Meeting TypeRequired
- Start TimeRequired
- End Time
- Notes
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
New Contact
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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
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.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

About Streak

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

Learn more Help

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CRM (Customer Relationship Management)

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

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By team

Streak + Zoho CRM

Update and manage module entries in Zoho CRM when boxes update in Streak

Box Change Pipeline

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

Last Name

Email Address(es)

Title

Twitter

Facebook

LinkedIn

Photo (Url)

Phone Numbers

Address(es)

Other

Find a Box

Exact Search

Search Query

Pipelines

Find an Organization

Organization or Box Key

Search Query

Team

Find or Create Box

Pipelines

Search Query

NameRequired

PipelineRequired

Assigned To

Notes

GmailThreadID

New Lead

New or Updated Contact

New/Updated Module Entry