Integrate Agile CRM with Streak
Send information between Agile CRM and Streak automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and Streak using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Box stage changed
Triggers when the stage of a box in the selected pipeline changes
Pipeline created
Triggers when a new pipeline is created
Contact added
Triggers when a new contact is created in the selected team
Box created
Triggers when a new box is created in the selected pipeline
Stage added
Triggers when a new stage is added to the selected pipeline
Task created
Triggers when a new task is created in the selected pipeline
Box pipeline changed
Triggers when a box is moved between pipelines
Organization created
Triggers when a new organization is created
Box updated
Triggers when the properties of a box is updated in the selected pipeline
Contact updated
Triggers when the details of a contact is updated in the selected team
All Actions - Actions are the automated tasks
Create Company
Creates a new company
Create Ticket
Creates a new ticket
Create Contact
Creates a new contact
Create Task
Creates a task for the selected contact
Create Event
Creates a new event
Create Deal
Creates a new deal
Create new box
Creates a new box
Create contact
Creates a new contact
Create task
Creates a new task in the selected box
Create comment
Creates a new comment
Create organization
Creates a new organization
Add contact to box
Adds a contact to the specified box
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 task
Fetches 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
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.
Similar apps
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.
Similar apps
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.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
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