Salesforce + Streak Integration

Connect Salesforce to Streak in 1 click

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1.
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • 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
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2.

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Ready Workflows Ready Workflows   for Salesforce + Streak Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Salesforce + Streak Integration

Create Streak contact for new Salesforce record

Automatically creating Streak contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
See more
Streak + Salesforce Integration

Create Salesforce record for new Streak contact

When a new contact is created in your Streak, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Streak + Salesforce Integration

Create Salesforce opportunity from new Streak contact

Anytime a new contact is created in your Streak, a new opportunity will automatically be created in your Salesforce. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Streak - Salesforce integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Streak + Salesforce Integration

Create Salesforce task for new Streak contact

In Streak, when you create a contact, it automatically creates a task in Salesforce for that contact. 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 contact on their contact profile.

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

Top 10 Most Popular Salesforce Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
Activate
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
Activate
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
Activate
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
Activate
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
Activate
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
Activate
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
Activate
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
Activate
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
Activate
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
Activate
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
Activate
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
Activate
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
Activate
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
Activate
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
Activate
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
Activate
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
Activate
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
Activate
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
Activate
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
Activate

Top 10 Most Popular Streak Automations from
Integrately Community

Most popularmost-popular-automations
01
Streak logo
Google Calendar logo
Create Google Calendar event for new Streak task
02
Microsoft Outlook logo
Streak logo
Create Streak task for new Microsoft Outlook event
03
Notion logo
Streak logo
Create Streak contact for new Notion database item
04
Streak logo
ClickUp logo
Create ClickUp task for updated Streak contact
05
Elementor Forms logo
Streak logo
Create Streak contact for new Elementor Forms form submission
cloud
Streak
app integration
06
Streak logo
Microsoft Office 365 logo
Send Microsoft Office 365 message for new Streak task
07
Streak logo
WhatsApp logo
Send WhatsApp message for new Streak task
08
Streak logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Streak task
09
TidyCal logo
Streak logo
Create Streak task for new TidyCal event
10
Marquiz logo
Streak logo
Create Streak contact for new Marquiz lead
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
Streak
Streak
Streak provides a simple, efficient and intuitive solution for sales teams to track leads and manage their sales process without having to rely on email or outside applications.