Integrate CloudTalk with Streak

Send information between CloudTalk and Streak automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Send a greeting email in CloudTalk for a newly added contact in Streak

Instantly engage new CRM contacts with an automated welcome email. This flow will trigger a welcome email in CloudTalk whenever a new contact is added in Streak.

How it works
  1. The flow triggers when a new contact is created in the selected team in Streak.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Send a greeting email in CloudTalk for a newly added contact in Streak

Streak + CloudTalk

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Set up a new contact in CloudTalk when a contact is created in Streak

Keep your call center software's contact information updated for smooth and efficient customer interactions. This flow will create a new contact in CloudTalk for new contacts created in Streak.

How it works
  1. The flow triggers when a new contact is created in the selected team in Streak.
  2. Zoho Flow creates a new contact in CloudTalk.
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Set up a new contact in CloudTalk when a contact is created in Streak

Streak + CloudTalk

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Add a new contact in Streak whenever a new contact is added in CloudTalk

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Streak each time a new contact is created in CloudTalk.

How it works
  1. The flow triggers when a new contact is created in CloudTalk.
  2. Zoho Flow creates a new contact in Streak.
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Add a new contact in Streak whenever a new contact is added in CloudTalk

CloudTalk + Streak

Build your own integrations between CloudTalk and Streak

Connect CloudTalk and Streak with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate CloudTalk and Streak using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Call created

Triggers when a new call of the selected type is created

Agent created

Triggers when a new agent is created

Contact created

Triggers when a new contact is created

Box stage changed

Triggers when the stage of a box in the selected pipeline changes

Pipeline created

Triggers when a new pipeline is created

Contact added

Triggers when a new contact is created in the selected team

Box created

Triggers when a new box is created in the selected pipeline

Stage added

Triggers when a new stage is added to the selected pipeline

Task created

Triggers when a new task is created in the selected pipeline

Box pipeline changed

Triggers when a box is moved between pipelines

Organization created

Triggers when a new organization is created

Box updated

Triggers when the properties of a box is updated in the selected pipeline

Contact updated

Triggers when the details of a contact is updated in the selected team

All Actions - Actions are the automated tasks

Create agent

Creates a new agent

Send SMS

Sends an SMS message

Add activity

Adds an activity to an existing contact

Create contact

Creates a new contact

Add note

Adds a note to an existing contact

Update agent

Updates the details of an existing agent

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID or keyword

Create contact

Creates a new contact

Create organization

Creates a new organization

Create new box

Creates a new box

Create comment

Creates a new comment

Add contact to box

Adds a contact to the specified box

Create task

Creates a new task in the selected box

Update organization

Updates the details of an existing organization

Update box

Updates the properties of the specified box

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact by key or email

Fetch box

Fetches the details of the specified box

Fetch task

Fetches the details of an existing task

Fetch organization

Fetches the details of an existing organization by key or name

What is CloudTalk?

CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.

What is Streak?

Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.

Contact Management CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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