Streak Classes:
Live with experts

Now that you've imported your data into your first pipeline and are thinking "what now?!". In this class we'll walk you through the 7 features our teams find most valuable at this stage.

We'll chat about how you can use the newly updated (!) Streak exporter to get your pipeline data, your team's tasks and interactions, and more out of Streak with custom filters and specific date ranges.

In this class we'll walk you through how you can use Zapier and Docusign to add document management and e-signature processing to the suite of Streak features.

Save time, never miss a follow up, and close those deals - let’s learn how to automate your outreach and track your responses in Streak!

In this class we'll teach you how you can easily use Zapier in order to create a simple round robin assignment process in your pipeline.

We'll walk you through how to create a mass email that pulls variables from your pipelines to compose and send hyper-customized emails in bulk.

Let's cover the basics! If you're just starting out with Streak, we'll cover the first few things to get your process off the ground in this session.

In this class we'll cover how to automate your process & pipeline so you never miss following up on a deal again. Tasks, Saved Views, Native Automations and much more!

In this class we'll walk you through how to import from spreadsheets, CRMs, or lead lists and get set up the right way. Pick the date and time that work best for you!

In this class we'll cover all things AI inside of Streak: AI Pipeline generator, AI Autofill, AI Action steps, Ask a box a question, AI Deal Summaries, AI formula writer & more!

In this class we'll walk you through how to import from spreadsheets, CRMs, or lead lists and get set up the right way in your pipeline.

Our customer success team is here to answer your AI questions during these office hours. Whether it be AI billing related, a question on how to implement a workflow using AI or a feature request, we're here to listen and help. We'll cover some frequently asked questions as well!

We'll walk you through how to create a mass email, that can pull variables from your pipelines, so you can send hyper-customized emails in bulk.

In this class we'll talk about a few ways we use generalized AI tools to make our working lives more efficient. Some of these tools are in Streak, some are in Gmail and some are more generalized tools.

Contacts and Organizations are an essential part of any CRM database. Learn how Streak structures contacts and organizations to enable automatic email sharing across your entire organization so you never miss any context.

Get a guided tour of the new Streak Home —your new central hub inside Gmail. We’ll walk through how to use Home to track tasks, jump into recent work, and access the tools and resources you use every day.

Get a guided tour of the new Streak Home —your new central hub inside Gmail. We’ll walk through how to use Home to track tasks, jump into recent work, and access the tools and resources you use every day.

We’ll show you how Streak's new AI Autofill feature can automatically update your CRM and do web-based research on leads all without you lifting a finger.

Knowing which leads need to be followed up with is crucial to ensuring a healthy pipeline. In this class we'll cover ways Streak can help you automate your process so you never miss following up on a deal again.

In this class we'll walk you through how to import from spreadsheets, CRMs, or lead lists and get set up the right way in your pipeline.