Integrate Pipedrive with Streak
Send information between Pipedrive and Streak automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and Streak using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Organization created
Triggers when a new organization is created
Lead updated
Triggers when the details of an existing lead is updated
Contact person created
Triggers when a new contact person is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person updated
Triggers when the details of an existing contact person is updated
Lead created
Triggers when a new lead is created
Deal created
Triggers when a new deal is created
Note added
Triggers when a new note is added
Note updated
Triggers when an existing note is updated
Activity created
Triggers when a new activity is created
Deal updated
Triggers when the details of an existing deal is updated
Activity updated
Triggers when the details of an existing activity is updated
Pipeline created
Triggers when a new pipeline is created
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 deal
Creates a new deal
Create lead
Creates a new lead
Create project
Creates a new project
Create contact person
Creates a new contact person for the selected organization
Create activity
Creates a new activity
Create product
Creates a new product
Create organization
Creates a new organization
Create notes
Creates a new note for the selected lead, deal, person, or organization
Update deal
Updates the details of an existing deal
Update product
Updates the details of an existing product
Update lead
Updates the details of an existing lead
Update activity
Updates the details of an existing activity
Update contact person
Updates the details of an existing contact person
Update notes
Updates the details of an existing note
Update organization
Updates the details of an existing organization
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch activity
Fetches the details of an existing user activity
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch person by email address
Fetches the details of an existing person by email address
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch product by name
Fetches the details of an existing product by name
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch person by name
Fetches the details of an existing person record by name
Fetch organization by name
Fetches the details of an existing organization by name
Fetch user by name
Fetches the details of an existing user by name
Fetch deal by title
Fetches the details of an existing deal by title
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 Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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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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Build comprehensive workflows using
Webhook triggers
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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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Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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