Integrate Everest Forms with Streak
Send information between Everest Forms and Streak automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Streak for each form entry generated by Everest Forms
Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Streak using the form inputs received in Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow creates a new contact in Streak.
Create a new contact in Streak for each form entry generated by Everest Forms
Everest Forms + Streak
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Supported triggers and actions
Integrate Everest Forms and Streak using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry added
Triggers when a new form entry is added
Stage added
Triggers when a new stage is added to the selected pipeline
Box created
Triggers when a new box is created in the selected pipeline
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
Pipeline created
Triggers when a new pipeline is created
Box stage changed
Triggers when the stage of a box in the selected pipeline changes
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 pipeline changed
Triggers when a box is moved between pipelines
Task created
Triggers when a new task is created in the selected pipeline
All Actions - Actions are the automated tasks
Add contact to box
Adds a contact to the specified box
Create organization
Creates a new organization
Create comment
Creates a new comment
Create task
Creates a new task in the selected box
Create contact
Creates a new contact
Create new box
Creates a new box
Update task
Updates the details of an existing task
Update organization
Updates the details of an existing organization
Update box
Updates the properties of the specified box
Update contact
Updates the details of an existing contact
Fetch box
Fetches the details of the specified box
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 task
Fetches the details of an existing task
What is Everest Forms?
Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.
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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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