Integrate Streak with Copper
Send information between Streak and Copper 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
Lead updated
Triggers when any detail of an existing lead is updated
Task added
Triggers when a new task is added
Person added
Triggers when a new person is added
Opportunity created
Triggers when a new opportunity is created
Lead created
Triggers when a new lead is created
Activity created
Triggers when a new activity is created
Person updated
Triggers when any detail of an existing person is updated
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
Create task
Creates a new task
Create activity
Creates a new activity for a person, company, opportunity, or lead
Add person
Adds a new person
Create company
Creates a new company
Create or update lead
Creates or updates the details of a lead
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Update project
Updates the details of an existing project
Update person
Updates the details of an existing person
Update opportunity
Updates the details of an existing opportunity
Update company
Updates the details of an existing company
Fetch person
Fetches the details of a person by email
Fetch project
Fetches the details of an existing project by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Fetch company
Fetches the details of an existing company by name
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 Copper?
Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. 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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Know more
Toto
Technical Engineer, Master Liveaboards
