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Reintroducing Zapier + Streak!

Reintroducing Zapier + Streak!

3
min read

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:

5 Ideas for Integrating Streak with (500+) other Apps

  1. Wufoo (or Gravity form, etc) submissions create a new Streak Box
  2. New rows in Google Sheets create new boxes
  3. New Gmail Threads create new boxes
  4. Comments added to boxes are posted to a Slack channel.
  5. MailChimp adds subscribers for new email addresses in Streak.

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.

3 Ideas for Saving Time Inside Streak

  1. Tasks are added to all new boxes
  2. Stage changes create and link a new boxes.
  3. When a new message is added to a box, the Stage is changed.

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

  • A Streak task being completed
  • A new email being received in a box
  • … and 10 more! Full documentation on Streak triggers.

Streak: New Streak actions

More advanced uses and step-by-step examples can be found in Part 2. Or, start building in Zapier right now!

Integrations We’re Using at Streak Today

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.)

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