Integrate OnePageCRM with Streak
Send information between OnePageCRM and Streak automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Streak each time a new contact is created in OnePageCRM
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 OnePageCRM.
How it works
- The flow triggers when a new contact is created in OnePageCRM.
- Zoho Flow creates a new contact in Streak.
Create a new contact is in Streak each time a new contact is created in OnePageCRM
OnePageCRM + Streak
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Supported triggers and actions
Integrate OnePageCRM and Streak using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
Deal won
Triggers when a deal is won
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
Stage added
Triggers when a new stage is added to 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
Contact updated
Triggers when the details of a contact is updated in the selected team
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
Box updated
Triggers when the properties of a box is updated in the selected pipeline
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
Create contact
Creates a new contact
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 new box
Creates a new box
Update box
Updates the properties of the specified box
Update organization
Updates the details of an existing organization
Update contact
Updates the details of an existing contact
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 task
Fetches the details of an existing task
Fetch box
Fetches the details of the specified box
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
Similar apps
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.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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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
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