Pike13 + Streak Integration

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Pike13 + Streak Integration

Create Streak contact for new Pike13 person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Pike13 - Streak integration, anytime a new Pike13 person is created, an Streak contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Pike13 + Streak Integration

Create Streak task for new Pike13 person

In Pike13, when you create a person, it automatically creates a task in Streak for that person. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular person on their person profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Streak + Pike13 Integration

Create Pike13 person for new Streak contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Streak - Pike13 integration, anytime a new Streak contact is created, an Pike13 person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Pike13 + Streak Integration
1.
  • Pike13
    Person is created in Pike13 Instant
  • Pike13
    Person is updated in Pike13 Instant
  • Pike13
    Transaction is created in Pike13 Instant
  • Pike13
    Transaction is updated in Pike13 Instant
  • Pike13
    Event is upcoming in Pike13 Instant
  • Pike13
    Invoice is created in Pike13 Instant
  • Pike13
    Invoice is updated in Pike13 Instant
  • Streak
    Contact is created in Streak Instant
  • Streak
    Contact is updated in Streak Instant
  • Streak
    Box is created in Streak Instant
  • Streak
    Box stage is changed in Streak Instant
  • Streak
    Box is updated in Streak Instant
  • Streak
    Box is moved between pipelines in Streak Instant
  • Streak
    Meeting note or call log is created in Streak Instant
  • Streak
    Task is created in Streak Instant
  • Streak
    Task is due in Streak Instant
  • Streak
    Task is completed in Streak Instant
  • Streak
    Organization is created in Streak Instant
  • Streak
    Organization is updated in Streak Instant
  • Streak
    Comment is added to box in Streak Instant
2.
  • Pike13
    Create person in Pike13
  • Pike13
    Update person in Pike13
  • Pike13
    Search person in Pike13
  • Pike13
    Add note to event occurrence in Pike13
  • Pike13
    Add note to person in Pike13
  • Streak
    Add contact in Streak
  • Streak
    Update contact in Streak
  • Streak
    Search contact in Streak
  • Streak
    Create task in Streak
  • Streak
    Update task in Streak
  • Streak
    Create box in Streak
  • Streak
    Update box in Streak
  • Streak
    Search box in Streak
  • Streak
    Create meeting/call log in Streak
  • Streak
    Add contact to box in Streak
  • Streak
    Retrieve file by file key in Streak
  • Streak
    Link boxes in Streak
  • Streak
    Retrieve full thread by key in Streak
  • Streak
    Search organization in Streak
  • Streak
    Create comment in Streak
3x-10x Less Expensive Than Popular Alternatives
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750 Tasks
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2,000 Tasks
in $19.99

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