Integrate Freshsales with Streak
Send information between Freshsales and Streak automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Streak each time a new contact is created in Freshsales
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Streak whenever a new contact is created in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow creates a new contact in Streak.
Generate a new contact in Streak each time a new contact is created in Freshsales
Freshsales + Streak
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Supported triggers and actions
Integrate Freshsales and Streak using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New account
Triggers when a new account is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New lead
Triggers when a new lead is created in the selected view
New deal
Triggers when a new deal is created in the selected view
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 deal
Creates a new deal
Add note to lead
Adds a note to the selected lead
Add note to contact
Adds a note to the selected contact
Create contact
Creates a new contact
Create lead
Creates a new lead
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Convert lead
Converts a lead to contact
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by email address
Fetches the details of an existing lead by email
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 Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
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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.
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