eForma + Streak

Create leads in eForma from updated Streak contacts

Effortlessly streamline your lead management process with this Streak and eForma integration. When a contact is updated in Streak, this automation will create a new lead in eForma, ensuring your sales and marketing teams have all the necessary information at their fingertips. Stay organized and boost productivity by centralizing your contact data with this handy workflow.

When this happens...
Updated Contact
Triggered when a contact is updated.
TriggerInstant
automatically do this!
Create Lead
Creates a new Lead
ActionWrite

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Supported triggers and actions

- PipelineRequired
Trigger
Instant
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- Stage
- Field
- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- 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
New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Stage
- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- Team KeyRequired
Trigger
Instant
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- TeamRequired
Trigger
Instant
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- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- 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
- First NameRequired
- Last Name
- EmailRequired
- Phone NumberRequired
- Date of Birth
- Country
- SourceRequired
- Address
- City
- Zipcode
- Staff
Action
Write

About eForma

Global E-learning solution covering the course of learners from commercial management to the training itself thanks to off-the-shelf content.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Streak

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

Learn more

Related categories

CRM (Customer Relationship Management)

eForma + Streak

Create leads in eForma from updated Streak contacts

Box Change Pipeline

Updated Box

New Comment

New Box

Task Complete

Task Due

Add Organization to Box

Create Comment

Edit Box

Get File by File Key

Link Boxes

Update Contact

Find a Box

Find an Organization

New Lead

Box Change Stage

Box Email Received Count Change

Updated Contact

New Contact

New Task

Add Contact to Box

Create New Box

Create Task

Edit Task

Get Full Thread by Key

Create Meeting / Call Log

API Request (Beta)

Find a Contact

Find or Create Box

Create Lead

About eForma

Related categories

Similar apps

Zapier Interfaces

About Streak

Related categories

Similar apps

Google Contacts

Zoho CRM

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