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 Task

Triggers when a new task is created

New Ticket

Triggers when a new ticket is created

New Deal

Triggers when a new deal is created

Stage added

Triggers when a new stage is added to the selected pipeline

Box created

Triggers when a new box is created in the selected pipeline

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

Pipeline created

Triggers when a new pipeline is created

Box stage changed

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

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 pipeline changed

Triggers when a box is moved between pipelines

Task created

Triggers when a new task is created in the selected pipeline

All Actions - Actions are the automated tasks

Create Ticket

Creates a new ticket

Create Contact

Creates a new contact

Create Company

Creates a new company

Create Task

Creates a task for the selected contact

Create Event

Creates a new event

Create Deal

Creates a new deal

Add contact to box

Adds a contact to the specified box

Create organization

Creates a new organization

Create comment

Creates a new comment

Create task

Creates a new task in the selected box

Create contact

Creates a new contact

Create new box

Creates a new box

Update task

Updates the details of an existing task

Update organization

Updates the details of an existing organization

Update box

Updates the properties of the specified box

Update contact

Updates the details of an existing contact

Fetch box

Fetches the details of the specified box

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 task

Fetches the details of an existing task

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.

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 >

It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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

Harnoor Abroll

Technical and Operations Head, TruAct

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. Learn more

Toto

Technical Engineer, Master Liveaboards

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