Integrate Upsales with Streak

Send information between Upsales 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 Upsales

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Streak each time a new contact is created in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow creates a new contact in Streak.
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Create a new contact is in Streak each time a new contact is created in Upsales

Upsales + Streak

Build your own integrations between Upsales and Streak

Connect Upsales and Streak with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Upsales and Streak using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Order created

Triggers when a new order is created

Opportunity created

Triggers when a new opportunity is created

Appointment created

Triggers when a new appointment is created

Contact created

Triggers when a new contact is created

Event created

Triggers when a new event is created

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity is created

User created

Triggers when a new user is created

Company created

Triggers when a new company 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 appointment

Creates a new appointment

Create product

Creates a new product

Create company

Creates a new company

Create order

Creates a new order

Create contact

Creates a new contact

Create activity

Creates a new activity

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 Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

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

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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Technical Engineer, Master Liveaboards

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