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App of the day

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Streak

Streak, a flexible CRM tool that lives inside your Gmail inbox, is designed so that you can manage your pipeline without having to constantly hop between apps for a comprehensive overview of leads. 

How this app lets you manage leads inside Gmail

Streak: App spotlight

Have you been using Streak for your CRM? Then you know that putting records in boxes makes it easy to keep everyone involved with sales process in your company. However, data entry can be a bore. With this Google Sheets Streak integration you can automatically add new Google Sheets rows to Streak as new boxes.

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or modified in a spreadsheet - works best with Team Drives.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or modified in a spreadsheet.

New or Updated Spreadsheet Row

Triggers when a worksheet is created in a spreadsheet.

New Worksheet

Find up to 500 rows based on a column and value as line items.

Lookup Spreadsheet Rows (Advanced)

Find Worksheet

Return up to 500 rows as a single JSON value or as line items.

Get Many Spreadsheet Rows (Advanced)

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Lookup Spreadsheet Row

Finds or creates a specific find worksheet.

Find or Create Worksheet

Find or Create Row

Create a new column in a specific spreadsheet.

Create Spreadsheet Column

Create a new row in a specific spreadsheet.

Create Spreadsheet Row

Create one or more new rows in a specific spreadsheet (with line item support).

Create Multiple Spreadsheet Rows

Creates a new worksheet by copying an existing worksheet.

Copy Worksheet

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Create Spreadsheet

Creates a new worksheet in a Google Sheet.

Create Worksheet

Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.

Clear Spreadsheet Row(s)

Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Update Spreadsheet Row

Update one or more rows in a specific spreadsheet (with line item support).

Update Spreadsheet Row(s)

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Triggers when a Box is moved between Pipelines.

Box Change Pipeline

Box Change Stage

Triggers when a Field on a Box is updated.

Updated Box

Triggers when the counter for emails received on a box changes.

Box Email Received Count Change

Triggers when a Comment is made on a Box in a Pipeline.

New Comment

Updated Contact

New Box

New Contact

Task Complete

New Task

Triggers when a Task becomes due, but it not yet completed.

Task Due

Find a Box

Searches for an existing contact by contact key, box key, or other information (like email address).

Find a Contact

Find an Organization

Find or Create Box

Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.

Add Contact to Box

Checks for an existing organization based on website. Creates a new organization or updates the existing organization and adds the organization to a specified box.

Add Organization to Box

Create New Box

Create Comment

Create an email filter that's part of a box.

Create Email Filter

Create Task

Edit fields, stage, assigned to, name and notes on an existing box.

Edit Box

Edit a task by providing box key and task text or by providing a task key.

Edit Task

Retrieve a file by providing the file key.

Get File by File Key

Gets a full unified thread given a thread key.

Get Full Thread by Key

Link Boxes

Create a new Meeting or Call Log on a box.

Create Meeting / Call Log

Update a contact by providing a contact key.

Update Contact

Create boxes in Streak from new rows in Google Sheets

If you've ever wanted to add to a specific Google Spreadsheet when you get a new Streak box, now you can. With this Streak to Google Sheets integration, Zapier will automatically create a new Google Spreadsheet row from your Streak box. 

Create new Google Spreadsheet row from new Streak box

Moving information out of Google Sheets and into your CRM typically involves a monster copy/paste job. But with this Google Sheets Streak integration, you can seamlessly import data into Streak by creating new boxes from updated rows in Google Streak.

Create boxes in Streak from new updated rows in Google Sheets

Manually searching for customer data and updating your Streak boxes can be a thing of the past with Zapier! With this Zap, when new threads start in Gmail, Zapier will automatically find the matching customer in Google Sheets and then find and update their box in Streak. 

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Look up Google Sheet rows, then find and edit boxes in Streak from new Gmail threads

Need a better way to keep track of all those changes going on in Streak? This integration will give you a hand. Just set it up and when a Steak box changes stage, a row will be generated in Google Sheets. One easy sheet for you to see the big picture, and share that data as well.

Streak: App spotlight

How this app lets you manage leads inside Gmail

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