Integrate Copper with Streak

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

Build your own integrations between Copper and Streak

Connect Copper and Streak with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Copper and Streak using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Opportunity created

Triggers when a new opportunity is created

Activity created

Triggers when a new activity is created

Lead created

Triggers when a new lead is created

Person added

Triggers when a new person is added

Task added

Triggers when a new task is added

Lead updated

Triggers when any detail of an existing lead is updated

Person updated

Triggers when any detail of an existing person is updated

Contact added

Triggers when a new contact is created in the selected team

Contact updated

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

Stage added

Triggers when a new stage is added to the selected pipeline

Box stage changed

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

Box pipeline changed

Triggers when a box is moved between pipelines

Box updated

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

Organization created

Triggers when a new organization is created

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

Pipeline created

Triggers when a new pipeline is created

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create company

Creates a new company

Create activity

Creates a new activity for a person, company, opportunity, or lead

Create or update lead

Creates or updates the details of a lead

Create opportunity

Creates a new opportunity

Add person

Adds a new person

Create project

Creates a new project

Update opportunity

Updates the details of an existing opportunity

Update project

Updates the details of an existing project

Update company

Updates the details of an existing company

Update person

Updates the details of an existing person

Fetch person

Fetches the details of a person by email

Fetch project

Fetches the details of an existing project by name

Fetch company

Fetches the details of an existing company by name

Fetch opportunity

Fetches the details of an existing opportunity by name

Create organization

Creates a new organization

Create new box

Creates a new box

Create task

Creates a new task in the selected box

Create contact

Creates a new contact

Create comment

Creates a new comment

Add contact to box

Adds a contact to the specified box

Update organization

Updates the details of an existing organization

Update box

Updates the properties of the specified box

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Fetch task

Fetches the details of an existing task

Fetch organization

Fetches the details of an existing organization by key or name

Fetch contact

Fetches the details of an existing contact by key or email

Fetch box

Fetches the details of the specified box

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.

CRM

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

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

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Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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