Follow Up Boss + Streak Integration

Automatically updates deal information based on new criteria or changes

Automatically retrieves and find a deal

Automatically adds new contact without initiating any automated follow-up sequences

Automatically finds and retrieves contact information

Automatically adds tags to a contact

Automatically updates contact details without initiating any action sequences

Automatically reassigns the task to a different agent

Automatically updates the stage of a contact based on particular criteria

Automatically creates a new note in the particular format

Automatically generates a new deal with

Automatically creates a new inquiry or logs a website event

Automatically applies an action plan to a contact

Automatically invites team members to collaborate on projects and share resources

Automatically pauses the action plan for a contact

Automatically creates a new task

Automatically record and save call details for future reference

Automatically adds a new contact to the address book

Automatically updates contact information with new details

Automatically finds and retrieves contact information

Automatically creates a new task

Automatically updates the task with new information or changes

Automatically generates a new box

Automatically updates a box

Automatically searches for a box

Automatically logs a new meeting or call

Automatically store newly added contacts in designated box

Automatically retrieves a file using its file key

Automatically links two or more boxes

Automatically retrieves a full thread using its key

Automatically finds and retrieves information about a organization

Automatically generates a new comment