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Action buttons: more control over your CRM automation in Streak

Action buttons: more control over your CRM automation in Streak

4
min read

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 GIF showing the user clicking an action button in the box view to automatically create a set of 3 tasks for the box

<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>

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More control over your integrations and automation

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.
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How do action buttons automate your CRM?

When you press an action button, you’ll start an automation for that specific box. 

A screenshot showing steps of a CRM automation that fires when a button is pressed. Each step adds a task to the box in Streak CRM

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.

A screenshot of the box view that appears after creating a custom action button
Action buttons are avialable in the box view.

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.

A screenshot of action buttons in a dedicated column in a pipeline
Create an action button column to see them 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.

A screenshot of the boxes in the pipeline view showing how to trigger automations in multiple boxes
Select multiple boxes in your pipeline to run an automation with an action button 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.

A screenshot of a Gmail email with a Streak sidebar
Find and use action buttons in the Streak sidebar

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.
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How to add action buttons to your pipelines and boxes

It only takes a couple minutes to create and customize action buttons in your Streak pipelines. 

Add an action button from the pipeline view 

Click on the dropdown arrow from any column and select Insert new column -> Buttons:

A screenshot of the Streak pipeline view highlighting the "Insert new column" and "Buttons" options

This will take you to the Integrations & Automation menu to customize your button.

Add an action button from the Integrations & Automation menu

  1. Click on the 3-dot menu from the pipeline to open the Integrations & Automation menu
A screenshot of the Streak pipeline view showing the 3-dot menu and highlighting the Integrations and Automation option
  1. Select Create native integrations from scratch
A screenshot of the Integrations and Automation menu highlighting the "Create native integrations from scratch" option
  1. Click on the Add trigger button to select Utilities -> Button pressed
A screenshot showing the Add trigger button and highlighting the "Button pressed" option
  1. Click the Add step button to set up the action that will take place when you press the button. 
  2. Click Create to save the automation and add the button to your pipeline.

Learn how to customize your action button in our Knowledge Base. 
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5 popular ways to automate your CRM with action buttons

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 

Open a URL in a new tab with the click of a button. 

A screenshot showing the Open Link Streak action 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. 

Send an outbound webhook

Choose exactly when to sync Streak with your company’s internal systems.

A screenshot showing Outbound webhook Streak action button

Send an outbound webhook to selectively share box details with another app or system when important information is added to your pipelines.

Send a message in Slack

Ping a colleague or notify a channel in seconds. 

A screenshot showing a Streak action button where you can send a message in Slack

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 contacts to a mail merge

Add a contact to a personalized mail merge with automatic follow-up sequences at exactly the right time. 

A screenshot showing the Streak action button where you can add contacts to a mail merge

This allows you to quickly send a relevant email sequence to a lead who showed purchase intent or who asked for more information. 

Pause a mail merge for a recipient

Make sure you don’t continue sending messages to unavailable or uninterested recipients. 

A screenshot of a Streak action button to pause recipient in mail merge

Pause a mail merge when your contacts are on vacation or no longer need to receive messages from a certain mail merge.

Try automating your CRM with action buttons today

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.

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