Integrate Streak with Agile CRM
Send information between Streak and Agile CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Box stage changed
Triggers when the stage of a box in the selected pipeline changes
Organization created
Triggers when a new organization is created
Pipeline created
Triggers when a new pipeline is created
Box pipeline changed
Triggers when a box is moved between pipelines
Box created
Triggers when a new box is created in the selected pipeline
Task created
Triggers when a new task is created in the selected pipeline
Contact added
Triggers when a new contact is created in the selected team
Stage added
Triggers when a new stage is added to the selected pipeline
Box updated
Triggers when the properties of a box is updated in the selected pipeline
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create new box
Creates a new box
Create contact
Creates a new contact
Create comment
Creates a new comment
Create organization
Creates a new organization
Create task
Creates a new task in the selected box
Update box
Updates the properties of the specified box
Update organization
Updates the details of an existing organization
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Fetch box
Fetches the details of the specified box
Fetch task
Fetches the details of an existing task
Fetch contact
Fetches details of an existing contact by key
Fetch organization
Fetches the details of an existing organization by key
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
What is Streak?
Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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Learn more >We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Know more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Know more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
