01. Getting started

Welcome to Streak!

Learn your way around Streak

Introduction to Streak pipelines

Pipelines deepdive: column types

Create custom pipelines with AI

Auto fill your pipeline from your inbox

Import leads and deals into Streak

Follow-up tasks in your pipelines

Collaborate with your team in pipelines

02. Automations and AI

Native integrations and automation

AI action steps in automations

Manage your pipelines from Claude or ChatGPT

03. Email effectively

Send mail merge with automatic follow-up

Manage your mail merges and quota

04. Track people and companies

Contacts and organizations

Add contacts and organizations, share emails automatically

05. Prioritize your work

Saved views: filter and segment your pipelines

Pipeline reports and dashboards

Custom reports with saved views

Native integrations and automation

Learn how to automate your CRM and task creation based on events that happen in Streak or in apps like Calendly and Typeform – all without leaving your Gmail inbox.

Related articles

Introduction to Integrations & Automation

Overview: connect Streak with third party apps and automate your workflow

Native Streak <> Streak automations

How to build automations with trigger and action steps in Streak

FAQ - Native Integrations and Automations

Common questions when using Streak integrations and automations