Integrate Zoho CRM with Streak
Send information between Zoho CRM and Streak automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Streak each time a new contact is created in Zoho CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Streak whenever a new contact is added in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in Streak.
Create a new contact is in Streak each time a new contact is created in Zoho CRM
Zoho CRM + Streak
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Supported triggers and actions
Integrate Zoho CRM and Streak using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New lead
Triggers when a new lead is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
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
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Draft email template
Drafts an email based on the selected template
Send mail merge
Sends a mail merge with details of the selected record
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Raise signal
Raises a signal to Zoho CRM
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add note
Adds a note to the selected module
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
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 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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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
