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
  1. The flow triggers when a new contact is created in the selected view in Freshsales.
  2. Zoho Flow creates a new contact in Streak.
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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 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

New contact

Triggers when a new contact is created in the selected view

New account

Triggers when a new account is created in the selected view

Box created

Triggers when a new box is created in the selected pipeline

Box stage changed

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

Pipeline created

Triggers when a new pipeline is created

Organization created

Triggers when a new organization is created

Contact updated

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

Box updated

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

Box pipeline changed

Triggers when a box is moved between pipelines

Task created

Triggers when a new task is created in the selected pipeline

Contact added

Triggers when a new contact is created in the selected team

Stage added

Triggers when a new stage is added to the selected pipeline

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Add note to lead

Adds a note to the selected lead

Create lead

Creates a new lead

Add note to contact

Adds a note to the selected contact

Create deal

Creates a new deal

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 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 contact by email address

Fetches the details of a existing contact by email

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

Add contact to box

Adds a contact to the specified box

Create task

Creates a new task in the selected box

Create new box

Creates a new box

Create comment

Creates a new comment

Update contact

Updates the details of an existing contact

Update box

Updates the properties of the specified box

Update organization

Updates the details of an existing organization

Update task

Updates the details of an existing task

Fetch contact

Fetches the details of an existing contact by key or email

Fetch organization

Fetches the details of an existing organization by key or name

Fetch box

Fetches the details of the specified box

Fetch task

Fetches the details of an existing task

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.

CRM

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.

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Logic

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

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Custom functions

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

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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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