Integrate Streak with Twilio

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Send a welcome email in Twilio when a new contact is created in Streak

Send personalized welcome emails to every new contact in your recruitment software. This flow will trigger a welcome email in Twilio whenever a new contact is added in Streak.

How it works
  1. The flow triggers when a new contact is created in the selected team in Streak.
  2. Zoho Flow sends a WhatsApp or SMS message to the listed numbers in Twilio.
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Send a welcome email in Twilio when a new contact is created in Streak

Streak + Twilio

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Supported triggers and actions

Integrate Streak and Twilio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

SMS message sent or received

Triggers when a new SMS is sent or received

WhatsApp message received

Triggers when a new WhatsApp message from a customer is received

SMS message received

Triggers when a new SMS message is received

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

Send SMS or WhatsApp message

Sends a WhatsApp or SMS message to the listed numbers

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

What is Twilio?

Twilio is a platform that lets developers receive and send SMS and voice calls. With message queueing, global numbers, and smart encoding, you can easily set up your communication system.

Phone/SMS Popular

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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With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

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Technical Engineer, Master Liveaboards

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