Integrate Streak with PipelineDeals

Send information between Streak and PipelineDeals automatically, without writing any code, using Zoho Flow.

Build your own integrations between Streak and PipelineDeals

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Supported triggers and actions

Integrate Streak and PipelineDeals using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Box created

Triggers when a new box is created in the selected pipeline

Box stage changed

Triggers when the stage of a box in the selected pipeline changes

Pipeline created

Triggers when a new pipeline is created

Organization created

Triggers when a new organization is created

Contact updated

Triggers when the details of a contact is updated in the selected team

Box updated

Triggers when the properties of a box is updated in the selected pipeline

Box pipeline changed

Triggers when a box is moved between pipelines

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

New deal

Triggers when a new deal is created

Updated deal stage

Triggers when a deal is moved from one stage to another

Updated deal status

Triggers when the status of an existing deal is updated

New person, lead, or contact

Triggers when a new person, lead, or contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create organization

Creates a new organization

Add contact to box

Adds a contact to the specified box

Create task

Creates a new task in the selected box

Create new box

Creates a new box

Create comment

Creates a new comment

Update contact

Updates the details of an existing contact

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

Fetch contact

Fetches the details of an existing contact by key or email

Fetch organization

Fetches the details of an existing organization by key or name

Fetch box

Fetches the details of the specified box

Fetch task

Fetches the details of an existing task

Create activity

Creates a new activity associated with an existing person, company, or deal

Create deal

Creates a new deal

Add person

Adds a new person

Create task

Creates a new calendar task

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.

Contact Management CRM

What is PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Technical Engineer, Master Liveaboards

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