Integrate Streak with Insightly
Send information between Streak and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Insightly as tasks are initiated in Streak
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Insightly when a new task is created in Streak.
How it works
- The flow triggers when a new task is created in the selected pipeline in Streak.
- Zoho Flow creates a new task in Insightly.
Create tasks in Insightly as tasks are initiated in Streak
Streak + Insightly
Initiate an event in Insightly when a task is created in Streak
Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in Insightly when a task is created in Streak.
How it works
- The flow triggers when a new task is created in the selected pipeline in Streak.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Streak
Streak + Insightly
Generate a new contact in Streak each time a new contact is created in Insightly
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Streak whenever a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Streak.
Generate a new contact in Streak each time a new contact is created in Insightly
Insightly + Streak
Build your own integrations between Streak and Insightly
Connect Streak and Insightly with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Streak and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Task created
Triggers when a new task is created in the selected pipeline
Box created
Triggers when a new box is created in the selected pipeline
Pipeline created
Triggers when a new pipeline is created
Box stage changed
Triggers when the stage of a box in the selected pipeline changes
Organization created
Triggers when a new organization is created
Box pipeline changed
Triggers when a box is moved between pipelines
Contact added
Triggers when a new contact is created in the selected team
Box updated
Triggers when the properties of a box is updated in the selected pipeline
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create organization
Creates a new organization
Create comment
Creates a new comment
Create new box
Creates a new box
Add contact to box
Adds a contact to the specified box
Create task
Creates a new task in the selected box
Create contact
Creates a new contact
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
Update organization
Updates the details of an existing organization
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
Fetch contact
Fetches the details of an existing contact by key or email
Create Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
