An automated workflow using zapier
Connects Streak + Gmail
Send email in Gmail with new updates to Streak boxes
About this workflow template
This automation scenario allows you to connect Streak and Gmail
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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.
Streak and Gmail can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Streak
Updated Box in Streak
Triggers when a Field on a Box is updated.
Then this action happens in Gmail
Send Email in Gmail
Create and send a new email message.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send email in Gmail with new updates to Streak boxes.
Part I
Configure Applications
First, we need to connect Streak and Gmail to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Streak to Zapier.
Give Zapier access to your Streak account, using Streak credentials.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail 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 Streak
Choose the following trigger: Updated Box (Triggers when a Field on a Box is updated.).
Then set up an Action for Gmail
Choose this action: Send Email (Create and send a new email message.).
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 Streak and Gmail.
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 Send email in Gmail with new updates to Streak boxes!
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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.
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Edit fields, stage, assigned to, name and notes on an existing box.
actionbyzapierCreate a box
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Retrieves details for a selected box.
actionbyintegromatCreate comment
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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.
