Integrate Zoho CRM with Streak

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

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Update Zoho CRM contacts when boxes change stages in Streak

Each time the stage of a box is changed in Streak, this flow updates the corresponding Zoho CRM contact with this information. That way, you can easily keep track of the activities you initiate for your contacts from within Zoho CRM.

How it works

1. The stage of a box is changed in Streak.

2. Zoho Flow updates the corresponding contact record in Zoho CRM.

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Update Zoho CRM contacts when boxes change stages in Streak

Zoho CRM + Streak

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Create a new contact is in Streak each time a new contact is created in Zoho CRM

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Streak whenever a new contact is added in Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Zoho CRM.
  2. Zoho Flow creates a new contact in Streak.
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Create a new contact is in Streak each time a new contact is created in Zoho CRM

Zoho CRM + Streak

Build your own integrations between Zoho CRM and Streak

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Supported triggers and actions

Integrate Zoho CRM and Streak using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

New contact

Triggers when a new contact is created

Updated module entry

Triggers when an entry is updated in the selected module

New note

Triggers when a new note is added

User created or updated

Triggers when the details of an existing user are created or updated

Entry created or updated

Triggers when a record entry is created or updated

New module

Triggers when a new module is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

New lead

Triggers when a new lead 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

Add tags

Adds tags to the specified record

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

Send email template

Sends an email to the specified users

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Update related module entry

Relates an entry in this module with an entry in another module

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Update module entry

Updates the specified module entry

Draft email template

Drafts an email based on the selected template

Send mail merge

Sends a mail merge with details of the selected record

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Add note

Adds a note to the selected module

Raise signal

Raises a signal to Zoho CRM

Remove tags

Removes tags from the specified record

Update user

Updates the details of an existing user based on user ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch event

Fetches an event by its title or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch account

Fetches an account by its name or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch email template

Fetches an email template by name

Fetch inventory template

Fetches an inventory template using ID

Clone module entry

Clones an existing module entry

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

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 Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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