Do More With Zapier!
Zapier is the easiest way to connect Streak to 750+ other tools (like RingCentral, Typeform, and Calendly), no coding required.
At Streak HQ, we rely on Zapier to help us save time on all kinds of tasks: creating a support box for each new Gmail thread in support@streak.com, sending updates on Streak usage from Sheets to existing Boxes, and round robin assigning Boxes to members of our sales.
We’ve been doing some spring cleaning to freshen up and add to our integration with Zapier. We’re working on additional updates, including support for Contacts and Organizations. Our ‘to do’ list is wide open for suggestions and we’d love your input — just reach out to us at support@streak.com!
Creating a similar Typeform -> Streak automation is easy!
New Action: Create Call Log or Meeting Note
Streak sales and success teams are big fans of Calendly — we use the below Zap to easily schedule meetings and then automatically create the corresponding Meeting Note:
Among the many options for phone systems, you can use our new Call Log action to integrate RingCentral:
Friendlier Date Handling
All date fields in Streak (both dates you enter and also dates we automatically offer in Magic Columns) are now offered as both the computer timestamp and also plain ‘human’ time:
We also improved behind the scenes handling of users making edits in different time zones.
Use results of Formula Column in Zapier
If you previously tried to use the results of a Formula Column from Streak in Zapier and found we were giving you the formula itself, and not the results of that formula, this is now fixed!
Use your Formula results to Filter by Zapier if you only want your Zap to continue if your calculated Deal Size (Deal Size * Probability to Close) is large enough.
Or, use your Formula Results to output Closed Won deals to chat, including the calculated number of days between a Lead being Created and it moving to the Closed Won Stage.
Questions? Feedback?
