New for Our Streak Integration: Use Zaps to Update Contacts, Improved Search Features, plus More

Matthew Guay
Matthew Guay / May 7, 2018

Streak is a powerful way to manage your contacts, tasks, projects, and other CRM data through your Gmail communications. It makes it easy to push your work forward when everything's in one place. And now, with Zapier's updated Streak integration, it's also easier to keep your Streak CRM up-to-date automatically.

Zapier's Streak integration now has a new Update Contact Action that you can use to automatically update contacts' profiles whenever anything happens in another app. Say you want to update a contact when they purchase from your store, send your company a support email, or unsubscribe a contact from an email list. You can do that and more automatically with the Streak Update Contact Action.

Then, as your contact work progresses, you might need to tweak tasks, something Zapier's Streak Edit Task Action has long helped you automate. Now, that's even easier. Zapier can search for tasks in Streak based on their name or task key for a more handy way to find the tasks that need updated.

Plus, you can now use Zaps to find a Box by name, key, or fuzzy query, giving you a better chance to find an existing Box. Searching by contacts got a boost, too, you can search existing contacts by contact key, box key, or other information like email address.

What's New with the Streak + Zapier Integration

New Action

  • Update Contact: Update a contact by providing a contact key.

Updates to an Action

  • Now when you use the Edit Task action, you can use its name or its key to find the task and update it.

Updates to Searches

  • You can now use the Find a Box Search to find an existing Box by name, key, or fuzzy query.
  • You can now use the Find a Contact Search to find an existing contact by contact key, box key, or other information like email address.

How to Automate Streak with Zapier

  1. Make sure you have a Zapier account and a Streak account
  2. Try some pre-made Streak integrations and learn more about how Streak works with Zapier
  3. Check out our Streak help documentation for details on connecting your account and setting up your first Zap
  4. Or login to build a custom workflow with Streak and Zapier