Take Action on Your Emails with these 15 Streak Updates

Streak, your CRM inside Gmail, automatically turns your emails into actionable items within a pipeline. Use boxes to organize the emails you want to track, place those boxes into pipelines, take notes on them and share with teammates. Streak is a great choice for you "if you love Gmail and want to make it a more powerful place to keep track of your business interactions, and give your emails more flexibility," as Zapier marketer Matthew Guay wrote in a review of Streak.

Pairing Streak with Zapier makes tracking conversations even easier by automating workflows between Streak and the other apps you use. Thanks to new updates made to Zapier's Streak integration, you can now use Streak Zaps to help you be even more productive. Here's what's new with the integration (click to jump):

• Search capabilities

• 6 new Actions

• 8 new Triggers

Search for Streak Boxes

Thanks to Zapier's new Search Actions feature, you can now use a Zap to dynamically search for Streak boxes by name, key, or their contents. Then you can use the results of that search in the next step of your Zap. If the Zap doesn't find the Streak box you are looking for, it will automatically create one then proceed to the next step in the Zap.

For example, the new "Find Box" Search Action may come in handy if you want to set up an automated workflow that finds or creates Streak boxes for you. That way, all the manual work involved in your Streak workflow is automated, which will save you time and keep you on track.

Perform 6 New Actions with Streak Zaps

You can now use a Zap to automatically:

• Edit a box
• Create a task on a box
• Create an email filter that's part of a box
• Create a comment
• Link multiple boxes together
• Edit existing tasks on a box

There are so many new ways to use these new Actions for Streak Zaps: if you imagine a Streak workflow, you can likely build a Zap to automate it.

Take this Zap between Slack, Formatter, and Streak as an example: whenever you star a message in Slack, the Zap will send the message through the Formatter app to truncate the message after a certain number of characters. So if the starred Slack message originally said "This deal needs comments from you by Thursday - can you email me by then?" the truncated message might be "This deal needs comments." The Zap will then create a Streak box with that name and create a task on that box. Now those random to-do items from your team conversations in Slack are tracked in Streak, so you can take quick action on them.

Trigger Streak Zaps in 8 New Ways

There are so many new ways to kick off a Zap using Streak, including:

• Whenever a box is edited
• Whenever a box changes stages
• Whenever the counter for emails received on a box changes
• Whenever a box changes pipelines
• Whenever a new comment is created on a box
• Whenever a new task is created on a box
• Whenever a task on a box is completed
• Whenever a task on a box is due

These new triggers will kick off your Zap instantly, helping you get more done. The possibilities for Zaps triggered by Streak are extensive: go ahead and play around with building Zaps truly customized for your Streak workflows.

For example, let's say you want to keep yourself on track with your deals with tasks in Streak. You can set up a Zap that is triggered whenever a certain box moves from one stage to another. The Zap will automatically mark the existing task on the box as complete and then create a new task on the box. That way, you know that you are always on task.

How To Use This Integration:

1. Sign up for a Streak account, and also make sure you have a Zapier account.
2. Connect your Streak account to Zapier.
3. Check out pre-made Streak integrations.
4. Or create your own from scratch in the Zap Editor.