Elevated CRM + Streak

Update Elevated CRM contacts by phone when Streak contacts are updated

Keep your contacts updated seamlessly with this Streak and Elevated CRM integration. Whenever a contact is updated in Streak, this workflow will create or update the contact by phone in Elevated CRM, ensuring accurate and up-to-date information across both platforms. Save time and eliminate manual data entry with this automatic contact management solution.

Keep your contacts updated seamlessly with this Streak and Elevated CRM integration. Whenever a contact is updated in Streak, this workflow will create or update the contact by phone in Elevated CRM, ensuring accurate and up-to-date information across both platforms. Save time and eliminate manual data entry with this automatic contact management solution.

  1. When this happens...
    StreakStreak
    Updated Contact

    Triggered when a contact is updated.

    TriggerInstant
  2. automatically do this!
    Elevated CRMElevated CRM
    Create or Update Contact by Phone

    Create Or Update A Contact By Phone. When updating, if we find several contacts, we will only update the most recently created contact.

    ActionWrite
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Supported triggers and actions

    • 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
    Try It
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elevated-crm logo

About Elevated CRM

Elevated CRM is a contact management tool that manages your contacts presence on the internet.

Related categories

  • Contact Management
streak logo
streak logo

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)

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