Integrate Streak with Zoho CRM
Send information between Streak and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Update Zoho CRM contacts when boxes change stages in Streak
Each time the stage of a box is changed in Streak, this flow updates
the corresponding Zoho CRM contact with this information. That way,
you can easily keep track of the activities you initiate for your
contacts from within Zoho CRM.
How it works
1. The stage of a box is changed in Streak.
2. Zoho Flow updates the corresponding contact record in Zoho CRM.
Update Zoho CRM contacts when boxes change stages in Streak
Zoho CRM + Streak
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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 module
Triggers when a new module is created
New note
Triggers when a new note is added
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
Entry created or updated
Triggers when a record entry is created or 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
Remove tags
Removes tags from the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add note
Adds a note to the selected module
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send mail merge
Sends a mail merge with details of the selected record
Update module entry
Updates the specified module entry
Update related module entry
Relates an entry in this module with an entry in another module
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Fetch inventory template
Fetches an inventory template using ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch email template
Fetches an email template by name
Fetch user
Fetches a user by name or email address
Fetch account
Fetches an account by its name or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch event
Fetches an event by its title or unique ID
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
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.
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