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Set up your first integration
Quickly connect Salesforce to Streak with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Streak - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Add Contact to Box" in Streak.
You’re connected!
Zapier seamlessly connects Salesforce and Streak, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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Practical ways you can use Salesforce and Streak
Track updated Salesforce opportunities in Streak.
When an opportunity is updated in Salesforce, Zapier can automatically update the corresponding box in Streak. This helps engineering teams stay aligned with project opportunities and progress without manual tracking.
Engineering
Sync new Salesforce leads to Streak boxes.
When a new lead is created in Salesforce, Zapier can automatically create a corresponding box in Streak. This ensures the marketing team has up-to-date information and avoids the need for manual entry, improving lead management and collaboration.
Marketing & Marketing OpsLearn how to automate Salesforce on the Zapier blog
Learn how to automate Streak on the Zapier blog
Frequently Asked Questions about Salesforce + Streak integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Streak
How can I set up a trigger for Salesforce in Streak?
To set up a trigger for Salesforce in Streak, start by creating a new zap and selecting Salesforce as the trigger app. Choose the specific event that will activate the zap, such as a new lead or contact creation. This setup allows us to automatically pull information whenever that event occurs in Salesforce.
Can actions from Streak update records in Salesforce?
Yes, actions from Streak can update records in Salesforce. By configuring our platform, you can create a zap where actions taken in Streak, like moving an item to another pipeline stage, result in automatic updates to corresponding records on Salesforce.
Is it possible to trigger updates in Streak based on changes made within Salesforce?
Absolutely, you can configure a zap where specific changes or updates made within Salesforce trigger actions within Streak. For instance, when an opportunity's stage is updated in Salesforce, you might want an automated task to be created in Streak.
What are some common triggers used when integrating Salesforce with Streak?
Common triggers include new lead creation, updates to existing contact information, and changes to deal stages within Salesforce. These all prompt predetermined actions within your Streak setup.
How do error alerts work with the integration between these two platforms?
Error alerts notify you if there's an issue executing tasks between the two systems. If a zap fails due to incorrect data entries or connectivity issues, our alert system highlights these errors so you can take corrective measures promptly.
Are there limitations on field mapping between these two systems?
There may be limitations based on field formats and data types between the systems. We recommend reviewing both platforms' field compatibility and ensuring any custom fields are appropriately mapped during setup.
How often does synchronization occur between records of these platforms?
Synchronization frequency depends on how you've scheduled it using our platform's settings. Most users prefer real-time synchronization for critical data or opt for periodic syncing at intervals like hourly or daily for less urgent information.
