01. Getting started
Welcome to Streak!
6:29
Introduction to Streak pipelines
3:02
Pipelines deepdive: column types
6:03
Build your pipeline with templates
3:02
Auto fill your pipeline from your inbox
2:56
Native integrations and automation
5:46
The box view
5:03
Invite your team to collaborate in Streak
1:25
02. Email effectively
Snippets
4:44
Email tracking
5:56
Link tracking
3:13
Create a mail merge
5:28
Add automatic follow-up to a mail merge
2:12
Manage your mail merges and quota
4:30
03. Track people and companies
Contacts and organizations
5:32
Add contacts and organizations, share emails automatically
6:47
04. Prioritize your work
Saved views: filter and segment your pipelines
3:56
How to create saved views
6:10
Custom reports with saved views
6:21

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

Integrations
Introduction to Integrations & Automation
Overview: connect Streak with third party apps and automate your workflow
Integrations
Native Streak <> Streak automations
How to build automations with trigger and action steps in Streak
Integrations
FAQ - Native Integrations and Automations
Common questions when using Streak integrations and automations
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