🆕 Action buttons: More control over your automations in Streak

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.

Image 2023-09-18 at 5.23.45 PM.jpg

For example, make a button that you can press to automatically create a set of tasks in a box.

action-button-box-view-compressed.gif

Once you create a custom button that triggers actions in your pipeline, you can find it in:

  • The box view for each deal or opportunity
  • Custom pipeline columns
  • In the toolbar at the top of your pipeline
  • The Streak sidebar when viewing emails that have been added to a box

Learn more about how to create and use action buttons in our blog.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.