What is CRM automation?
From data entry to email follow-up, learn how CRM automation can help your team save time and be more effective.
The newest Streak integration and automation feature is here: action buttons in your pipelines.
Action buttons allow you to create and add custom buttons in your pipelines. When you press the button, you’ll trigger a predetermined integration or automation in that pipeline.
<a href="#more-control" class="anchor-link">More control over your integrations and automation</a>
<a href="#how-action-buttons" class="anchor-link">How do action buttons automate your CRM?</a>
<a href="#add-action-buttons" class="anchor-link">How to add action buttons to your pipelines and boxes</a>
<a href="#popular-ways" class="anchor-link">5 popular ways to automate your CRM with action buttons</a>
<div class="anchor-wrapper"><div id="more-control" class="anchor-target"></div></div>
Native integrations and automation already speed up your workflows by automating repetitive tasks and entering information from other apps and tools you use daily. Now, action buttons give you even more control by allowing you to initiate an automation at exactly the right time in your workflow.
Unlike automated webhooks and workflows which run continually in the background, action buttons allow you to selectively sync Streak to other systems and run automations. Rather than triggering an automation anytime a certain event happens, you can manually choose when to trigger it based on cues and your own judgment.
<div class="anchor-wrapper"><div id="how-action-buttons" class="anchor-target"></div></div>
When you press an action button, you’ll start an automation for that specific box.
For example, you can create a set of tasks for a box when the button is pressed. This is particularly useful when you need to complete tasks that aren’t necessarily associated with a specific stage in your pipeline, but can happen at any time.
Once you create your custom action button, it will appear in the box view for each box in the pipeline.
You can also choose to display action buttons in a dedicated column in your pipeline, which makes it easier to trigger automations while you’re working in the pipeline view.
If you need to trigger automations for multiple boxes, select the boxes in the pipeline view and press the action button to run the automation for each box.
Finally, you’ll also find your action buttons in the Streak sidebar when viewing emails that have been added to a pipeline. This allows you to trigger a CRM automation right from your Gmail inbox.
Want to automate more than one thing in your pipeline? Create multiple action buttons, each associated with a different automation. This gives your team more control over integrations and automations in your pipelines.
<div class="anchor-wrapper"><div id="add-action-buttons" class="anchor-target"></div></div>
It only takes a couple minutes to create and customize action buttons in your Streak pipelines.
Click on the dropdown arrow from any column and select Insert new column -> Buttons:
This will take you to the Integrations & Automation menu to customize your button.
Learn how to customize your action button in our Knowledge Base.
<div class="anchor-wrapper"><div id="popular-ways" class="anchor-target"></div></div>
Any actions currently available within the Integrations menu can be triggered by a Streak button. This allows you to automate everything from creating tasks to sending Slack notifications.
Below are 5 popular ways to automate your CRM with Streak action buttons.
Open a URL in a new tab with the click of a button.
Are you a realtor heading to your next showing? Create a button that opens a custom Google Maps URL with directions to the listing address with the click of a button. Or perhaps you need to create an updated invoice for the client - again. Quickly navigate to your invoicing software in a new tab, right from your pipeline.
Choose exactly when to sync Streak with your company’s internal systems.
Send an outbound webhook to selectively share box details with another app or system when important information is added to your pipelines.
Ping a colleague or notify a channel in seconds.
Certain processes require routine collaboration. Send a message in Slack to alert your team of a hot new lead or to ask for input on a certain deal.
Add a contact to a personalized mail merge with automatic follow-up sequences at exactly the right time.
This allows you to quickly send a relevant email sequence to a lead who showed purchase intent or who asked for more information.
Make sure you don’t continue sending messages to unavailable or uninterested recipients.
Pause a mail merge when your contacts are on vacation or no longer need to receive messages from a certain mail merge.
Explore native CRM automation and integrations to start a free trial of the Streak Pro+ plan and begin automating your CRM with action buttons today.