An automated workflow using zapier
Connects Gmail + Streak
Add boxes in Streak from new Gmail emails
About this workflow template
This automation scenario allows you to connect Gmail and Streak
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Gmail and Streak can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Gmail
New Email in Gmail
Triggers when a new e-mail appears in the specified mailbox.
Then this action happens in Streak
Create New Box in Streak
Create a new box.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add boxes in Streak from new Gmail emails.
Part I
Configure Applications
First, we need to connect Gmail and Streak to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail credentials.
Connect Streak to Zapier.
Give Zapier access to your Streak account, using Streak credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Gmail
Choose the following trigger: New Email (Triggers when a new e-mail appears in the specified mailbox.).
Then set up an Action for Streak
Choose this action: Create New Box (Create a new box.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Gmail and Streak.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add boxes in Streak from new Gmail emails!
Related Automation Templates
Supported triggers and actions
New email
Triggers when a new e-mail appears in the specified mailbox.
triggerbyzapierautomateioNew email matching search
Triggers when you receive a new email that matches a search string you provide.
triggerbyzapierNew labeled email
Triggers when you label an email.
triggerbyzapierNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
triggerbyzapierautomateio
Create new box
Create a new box.
actionbyzapierpabbly-connectAdd contact to 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.
actionbyzapierpabbly-connectintegratelyEdit box
Edit fields, stage, assigned to, name and notes on an existing box.
actionbyzapierCreate a box
Creates a new box inside a selected pipeline.
actionbyintegromatGet a box
Retrieves details for a selected box.
actionbyintegromatCreate comment
Create a comment on a box.
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Apps you need
Streak is a flexible and comprehensive CRM and process management system that integrates directly into your Gmail inbox. Easily manage deals, collaborations and tasks all in one place, with additional features like email tracking to boost your productivity.
Streak alternatives
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
