This automation scenario allows you to connect Typeform and Streak
It can be build using Integromat, a no-code workflow automation tool. Integromat 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.
Categories
Typeform and Streak can also be integrated using automation tools other than integromat:
When this trigger fires in Typeform
Triggers when a new response is submitted.
Then this action happens in Streak
Creates a new box inside a selected pipeline.
This guide contains information on how to set up an automatic workflow that allows to Create Streak boxes from new Typeform form submissions.
Part I
First, we need to connect Typeform and Streak to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Typeform to Make.com.
Give Make.com access to your Typeform account, using Typeform credentials.
Connect Streak to Make.com.
Give Make.com access to your Streak account, using Streak credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Typeform
Choose the following trigger: Watch Responses (Triggers when a new response is submitted.).
Then set up an Action for Streak
Choose this action: Create a Box (Creates a new box inside a selected pipeline.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Typeform 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 Create Streak boxes from new Typeform form submissions!
New submission
Triggers when a form is submitted.
Triggers when a new response is submitted.
Get list of all the forms.
This trigger fires every time a form receives a new response.
Form is submitted
Create a new 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.
Edit fields, stage, assigned to, name and notes on an existing box.
Creates a new box inside a selected pipeline.
Retrieves details for a selected box.
Create a comment on a box.
Typeform allows building beautiful, interactive people-friendly forms without code. Typeform has next-generation templates for surveys, quizzes, research, feedback, lead generation, and more.
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
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.