What's new in Streak

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Our AI-powered Q&A now includes citations that link directly to the emails, call logs, meeting notes, and comments where answers come from.

Use citations to quickly open the original message, copy content, reply, or share a direct link with your team.

Learn more about Streak AI →

We made a batch of small updates and improvements this month to keep things running smoothly while we work on bigger launches behind the scenes. Thank you to everyone who provided feedback or worked with us to resolve an issue!

⚙️ Automations & integrations
Automations not tied to a specific pipeline are now grouped under the Integrations & Automation menu, with a new “Other” section for pipeline-agnostic automations

📇 Contact tools
You can now quickly copy a contact’s email address from the three-dot menu

📱 Mobile app
‍Fixed overlapping text for long column names in box view

📎 Email + file handling
Fixed issue where some emails weren’t added to a box with automatic email sharing and file attachments now open correctly from the box view

📚 Help content
Fixed overflow issue with help docs and video tutorials in the pop-up window

📊 Data exporting
Exported saved views now respect your custom column order

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Advanced mail merge settings give you more control over how and when your emails send — so you can use mail merge for onboarding, product updates, promotions, and more. These updates help you manage message timing, replies, and compliance for a wider range of email communication.

✅ Pause or continue your email sequence after replies
🧵 Send email follow-up as new threads with custom subject lines
📭 Ignore OoO replies and vacation responders
🚫 Include unsubscribe links

Learn more about new mail merge features in our blog.

We’ve rebuilt Streak’s exporter to give you greater access to raw data, making it possible to create customized reports and dashboards in Google Sheets.

These updates allow you to export more types of data, apply precise filters, and automate exports to keep reports up to date—without the extra manual work.

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✅ Export your team’s task and interaction data to Google Sheets: task completion, call logs, and meeting notes
✅ Filter and customize exports for cleaner data and specific date ranges
✅ Schedule Google Sheets exports with automated data refreshes (Available on Pro+ and enterprise plans)
✅ Join data among multiple tables with box keys
✅ Get notified as soon as your exports are ready

Learn more about exporting your data in our blog.

The Streak command palette offers a faster, more precise way to navigate your CRM directly from Gmail.

Using the command palette

Open the command palette with keyboard shortcuts from anywhere in Gmail.

Mac keyboard shortcut: Command + k Window keyboard shortcut: Control + k

Use the up ↑ and down ↓ arrows on your keyboard to scroll through search results in the command palette.

The Tab key → allows you to flip through filters.

What's in the command palette?

• Filtered search
• Recents
• Helpful empty states
• Action-ready tools

Learn more about using the command palette in our blog.

The new column settings panel helps you organize columns in your pipelines and saved views more easily.

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Simple drag and drop functionality allows you to reorder columns in your pipeline, move columns in bulk, and edit columns all in one place.

Use the new column settings panel to:

• Move, hide, freeze, rename, and delete pipeline columns
• Move columns in bulk
• Customize how columns appear in each saved view

Learn more about managing pipeline columns in our Knowledge Base.

There's new hub for all things Streak in Gmail's left navigation menu!

Now all of your Streak tools - from pipelines to email tracking - are located in the Streak menu in the left nav of your Gmail inbox.

This change will roll out over the next several days. Keep an eye out for the new Streak menu in your inbox 👀

Once this change is rolled out, open the Streak menu in the Gmail left nav to:
➕ Create a new pipeline
📧 Find your mail merges or create a new one
👁️ View all of your tracked emails
📊 Navigate to and manage your pipelines

Moving everything into the new Streak menu also helps us prepare for upcoming features we're excited to introduce - keep an eye out for updates coming your way ✨

Our newly revamped Android app makes it easier to add and edit CRM content from anywhere using your mobile device and help you find important data more quickly.

Download our free Android app to view and update your CRM on the go!

New in the Android app:

➕ Change content type when adding to a box
⬆️ Upload multiple files at once
⏳ File upload status bar confirms successful uploads
✏️ Edit more box fields with corresponding editing options
💬 @ Mention team members in box comments (coming soon!)
🏁 Faster box timeline loading and more filter options
🏢 Find organizations in box contacts view
🔍 Faster search results

Fixes and improvements:

📦 Show box content regardless of date range
👀 Some users couldn’t see search results
✔️ Correct task order in Streak Upcoming
🕖 Fixed app time-out issue

Visit our blog to learn more about these updates to our Android app.

Are you an iOS user? Check out our free mobile app for iPhone and iPad.

Data validation warnings now include more helpful context.

This enables your team to correct errors and retry an action without contacting a pipeline admin for more information.

Warnings will now specify a box name and why the error occurred. This is especially helpful when updating multiple boxes at the same time.

Data validation is included in Streak's Enterprise CRM plan.

What is data validation?

Data validation allows you to create rules in your pipelines that make sure key information is being entered during each step of your process. This prevents gaps in your data and enables you to create accurate reports for each pipeline.

Large teams using Streak may have noticed they’re spending less time waiting for boxes to load.

We recently rolled out some significant performance enhancements, resulting in much faster loading times for boxes that contain lots of content like files, emails, meeting notes, and more.

Shorter wait times are great, but if you’re anything like us, you want to see the proof. Below, we’ve included a chart measuring box timeline loading times in milliseconds.

Previously, many box timelines appeared to have a uniform load time of around 180,000 milliseconds. This was due to a time limit we set: after roughly three minutes, we would stop trying to load your box contents.

After implementing changes on 6/21/2024, we’re pleased to share that the average loading time is now below half a second—an almost imperceptible wait.

We’re committed to making Streak even faster and more efficient, so you can focus on what matters most—your work. Stay tuned for more updates, and as always, we appreciate your continued trust in Streak.

We're thrilled to bring saved views to our Android app, further aligning mobile functionality with our desktop experience.

Now you can access your saved views directly from your Android device to better manage leads and opportunities on the go.

Learn more in our blog and download the free Android app from the Google Play store to get started.

Our engineers tackled a number of improvements and fixes over the last couple weeks.

You’ll find improvements across Streak, including everything from viewing Streak University videos in Gmail to making better automations and AI-generated formulas to importing and exporting your data.

As always, we appreciate your feedback - it helps us continue improving Streak and making a better CRM experience for our customers.

This round of fixes and updates focused on:

⬆️ Importing and exporting your data
💫 Native integrations and automation
🎓 Streak University video lessons
➕ AI-generated pipeline formulas
🐞 Miscellaneous bug fixes

See what’s new and what’s changed in our blog.

Our new caller ID feature for iOS displays the first and last name of your Streak contacts when they call, helping you to identify who is calling and providing context if they're not in your iPhone contacts.

To set up caller ID:

1. Download the Streak iOS app and sign in using the Gmail address associated with your Streak account.
2. At the top of the Today tab, tap the “Caller ID available” prompt.
3. When caller ID data indexing is complete, you’ll start to receive Streak contact information when you receive a call

Learn more about caller ID and some best practices for using this feature in our blog.