Salesmate + Streak Integration

Integrate Salesmate to Streak in one click, or tell Integrately AI how you want each deal handled. Sync customer records, track pipeline stages, create tasks, and automate follow-ups smoothly.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
  • 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
Arrow Right
2.
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate
  • 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

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Ready Workflows Ready Workflows for Salesmate + Streak Integration

Capture deals, track pipeline stages, update contacts, assign tasks, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesmate + Streak Integration

Create Streak contact for new Salesmate 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 Salesmate - Streak integration, anytime a new Salesmate contact 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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Streak + Salesmate Integration

Create Salesmate deal from new Streak contact

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

This Streak - Salesmate 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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Salesmate + Streak Integration

Create Streak task for new Salesmate contact

In Salesmate, when you create a contact, it automatically creates a task in Streak 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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Streak + Salesmate Integration

Create Salesmate contact 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 - Salesmate integration, anytime a new Streak contact is created, an Salesmate 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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Connect more apps to your Salesmate + Streak flow

Send deal updates to messaging apps, log payments, and schedule calls automatically after your CRM sync. Pick a combination and activate it in one click.

Salesmate
Streak
+
HubspotHubspot (4)
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CalendlyCalendly (4)
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GmailGmail (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
StripeStripe (4)
S
S
H
Create a HubSpot contact for every new Salesmate contact, and add a corresponding box in Streak
New Salesmate contacts appear in HubSpot instantly while a Streak box is created, keeping your sales and marketing tools aligned.
S
S
H
When a Salesmate deal is updated, update the HubSpot deal and create a task in Streak
Deal changes in Salesmate automatically update HubSpot and open a new follow-up task in Streak.
S
S
H
If a Salesmate deal is created, create a HubSpot deal and set up a box in Streak
New sales opportunities in Salesmate automatically generate a HubSpot deal and a Streak box in one step.
S
S
H
When a company is created in Salesmate, log it in HubSpot and create an organization in Streak
New company records in Salesmate automatically populate in HubSpot and Streak without manual entry.

Supported triggers and actions for Salesmate and Streak

Mix and match to build the exact automation you need

Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
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Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
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Deal is created in Salesmate
Triggers the automation when a deal is created
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Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
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Company is created in Salesmate
Triggers the automation when a new company is created
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Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
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Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
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Activity is created in Salesmate
Triggers the automation when a new activity is created
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Create contact in Salesmate
Adds a new contact to the database
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Search contact in Salesmate
Finds and retrieves contact information
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Update contact in Salesmate
Updates contact information with new details
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Get contact by id in Salesmate
Retrieves a contact's information based on their id
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Create deal in Salesmate
Generates a new deal with
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Update deal in Salesmate
Updates deal information based on new criteria or changes
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Search deal in Salesmate
Retrieves and find a deal
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Create activity in Salesmate
Generates a new activity or task
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Update activity in Salesmate
Updates the activity with the latest information
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Search activity in Salesmate
Retrieves search results based on particular criteria
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Create company in Salesmate
Generates a new company profile with given details
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Update company in Salesmate
Updates company information
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Search company in Salesmate
Finds information about a company
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Create note in Salesmate
Creates a new note in the particular format
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Streak
Streak Triggers & Actions
Instant
Contact is created in Streak
Triggers the automation when a new contact is created
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Instant
Contact is updated in Streak
Triggers the automation when a contact is updated
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Instant
Box is created in Streak
Triggers the automation when a Box is created
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Instant
Box stage is changed in Streak
Triggers the automation when a box stage is changed
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Instant
Box is updated in Streak
Triggers the automation when a Box is updated
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Instant
Box is moved between pipelines in Streak
Triggers the automation when a Box is moved between pipelines
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Instant
Meeting note or call log is created in Streak
Triggers the automation when a new meeting note or call log is added
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Instant
Task is created in Streak
Triggers the automation when a new task is created
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Instant
Task is due in Streak
Triggers the automation when a task remains due past the due date
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Instant
Task is completed in Streak
Triggers the automation when any task is completed
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Instant
Organization is created in Streak
Triggers the automation when a new organization is created
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Instant
Organization is updated in Streak
Triggers the automation when any organization's profile is modified
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Instant
Comment is added to box in Streak
Triggers the automation when a comment is made on a box
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Add contact in Streak
Adds a new contact to the address book
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Update contact in Streak
Updates contact information with new details
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Search contact in Streak
Finds and retrieves contact information
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Create task in Streak
Creates a new task
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Update task in Streak
Updates the task with new information or changes
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Create box in Streak
Generates a new box
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Update box in Streak
Updates a box
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Search box in Streak
Searches for a box
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Create meeting/call log in Streak
Logs a new meeting or call
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Add contact to box in Streak
Store newly added contacts in designated box
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Retrieve file by file key in Streak
Retrieves a file using its file key
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Link boxes in Streak
Links two or more boxes
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Retrieve full thread by key in Streak
Retrieves a full thread using its key
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Search organization in Streak
Finds and retrieves information about a organization
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Create comment in Streak
Generates a new comment
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What can you automate with Salesmate + Streak?

Streamline your sales process by connecting Salesmate and Streak to automate lead capture, stage updates, and team notifications.

What you can automate?
🔄
Sync Salesmate deals into Streak boxes automatically
Whenever a new deal is created in Salesmate, instantly generate a corresponding box in Streak to track your sales pipeline without manual data entry.
📋
Capture every submitted contact field across platforms
Map names, email addresses, phone numbers, and custom fields from Salesmate straight into your Streak tracking pipeline without missing details.
🔔
Notify your team the moment a lead arrives
Send instant notifications to your team members in Slack or email whenever a high-value deal or contact is created in Salesmate or Streak.
🔀
Route records based on submitted deal values
Apply conditional logic to send enterprise deals to specialized pipeline stages in Streak while standard leads route to your default workflows.
🔄
Keep destination records updated as deals change
When a deal stage is updated in Salesmate, automatically update the matching box stage in Streak to keep your pipeline synchronized.
🛡️
Add or update records to prevent duplicates
Search existing contacts and organizations before creating new records, ensuring your Streak and Salesmate databases remain clean and deduplicated.
Handle later status changes like won or lost
When a deal is marked closed won or closed lost in Salesmate, automatically update task statuses and trigger post-sale workflows in Streak.
🔌
Extend your workflow to trusted third-party apps
Connect your Salesmate and Streak core pair with Slack, Google Sheets, or Gmail to notify stakeholders and log data in secondary tools.
And much more...

Who is Salesmate + Streak integration for?

Sales teams, account managers, and business owners who need seamless pipeline synchronization and automated contact management across their entire workflow.

Sales data managers
Sales data managers
Field sales reps
Field sales reps
Account managers
Account managers
High-volume sales teams
High-volume sales teams
Operations coordinators
Operations coordinators
Compliance officers
Compliance officers
📈
Sales data managers
You manage pipeline metrics and report on performance, but your tracking tools only update when records are manually exported, so your numbers are always a few hours behind — this integration means every new deal lands in your tracker instantly and your data stays current.
Field sales reps
You need to act fast on incoming leads, but contacts remain stuck in one system while you wait for manual handoffs, so opportunities go cold before you reach out — automating both apps means every lead triggers immediate alerts and follow-up tasks.
🤝
Account managers
You answer to clients who want clear progress updates, but pulling pipeline details across separate applications takes hours of manual copying, so status reports are always lagging — connecting these apps means your tracking views update automatically in real time.
📊
High-volume sales teams
Your inbound contact volume is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned leads piling up in your inbox — this integration means every submission is logged and routed without manual intervention.
⚙️
Operations coordinators
You own the next step in the pipeline and depend on upstream teams to hand over records, but missing notifications cause costly delays in project kickoff — automating both apps means handoffs happen instantly the moment a stage changes.
🔍
Compliance officers
You need a reliable audit history of every deal and contact change, but manual entry leads to gaps and inconsistent record-keeping across tools — integrating these apps means every activity is logged accurately and permanently.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Salesmate + Streak

Build and manage your Salesmate + Streak automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesmate + Streak with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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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Frequently Asked Questions

How do I connect Salesmate to Streak?
Frequently Asked Questions
You can connect Salesmate to Streak in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your CRM and pipeline tools along with 1,500+ other apps.
Can I automatically create a Streak box when a new deal is created in Salesmate?
Frequently Asked Questions
Can I connect Salesmate, Streak, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesmate and Streak?
Frequently Asked Questions
How does Salesmate handle contact updates in this integration?
Frequently Asked Questions
Can Streak box stage changes update my Salesmate deals?
Frequently Asked Questions
Do I need coding skills to integrate Salesmate and Streak?
Frequently Asked Questions
Is the Salesmate and Streak integration free?
Frequently Asked Questions
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You Can Also Connect Salesmate or Streak With 1500+ Other Apps

Salesmate
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Streak
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Sync Streak with accounting, communication, and reporting tools to keep data working across your stack.
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