23 templates to automate your CRM in Gmail
Connect to 4,000+ apps and set up automations without using any code or leaving Gmail.
If you’ve ever wanted to use Streak with another tool (like Slack, Wufoo, or Google Sheets), Zapier is the easiest method! Zapier lets you connect Streak to other services with a few clicks, no coding needed. Anytime something happens inside Streak, Zapier can let another service know. Even better, when something happens outside of Streak, Zapier can update your boxes. A few current examples from users like you:
We’re extremely proud to announce major behind the scenes updates that will help you create more powerful connections more easily. Part 2 of this blog offers advanced step-by-step examples to help you craft the perfect automation.
Before you start designing, allow us to offer inspiration using Zapier to save time and eliminate repetitive tasks:
If you’re thinking to yourself: “… does this still apply to me if I’m only working inside Streak?”
…and voila! Zapier will now create a task (or tasks) for each new box that is created.
If you’re already making basic Zaps, you’ll love the new advanced Streak + Zapier functionality:
Zapier: Multi step zaps!
Streak: Search for and edit boxes
Streak: New triggers to initiate Zaps
Streak: New Streak actions
Sales, Support, Engineering, Hiring, and Account Management are just a few of the pipelines we use internally. Everything we do as an organization is run via pipelines, and Zapier is a critical part of how we connect those pipelines to the outside world. Here is a sample of the integrations we’re using right now:
(OK… so we also have a zap to automatically send us an email when we receive a new package at the downstairs entrance. It’s awesome.)