Integrate Jetpack CRM with Streak
Send information between Jetpack CRM 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 Jetpack CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Streak each time a new contact is created in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow creates a new contact in Streak.
Generate a new contact in Streak each time a new contact is created in Jetpack CRM
Jetpack CRM + Streak
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Supported triggers and actions
Integrate Jetpack CRM and Streak using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice updated
Triggers when the details of an existing invoice is updated
Quote created
Triggers when a new quote is created
Company created
Triggers when a new company is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Contact status updated
Triggers when the status of an existing contact is updated
Contact added
Triggers when a new contact is created in the selected team
Contact updated
Triggers when the details of a contact is updated in the selected team
Stage added
Triggers when a new stage is added to the selected pipeline
Box stage changed
Triggers when the stage of a box in the selected pipeline changes
Box pipeline changed
Triggers when a box is moved between pipelines
Box updated
Triggers when the properties of a box is updated in the selected pipeline
Organization created
Triggers when a new organization is created
Box created
Triggers when a new box is created in the selected pipeline
Task created
Triggers when a new task is created in the selected pipeline
Pipeline created
Triggers when a new pipeline is created
All Actions - Actions are the automated tasks
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Fetch contact
Fetches the details of an existing contact
Create organization
Creates a new organization
Create new box
Creates a new box
Create task
Creates a new task in the selected box
Create contact
Creates a new contact
Create comment
Creates a new comment
Add contact to box
Adds a contact to the specified 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 task
Fetches the details of an existing task
Fetch organization
Fetches the details of an existing organization by key or name
Fetch contact
Fetches the details of an existing contact by key or email
Fetch box
Fetches the details of the specified box
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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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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CEO, Lakeside CNC Group
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