Wiser Page + Streak Integration

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Wiser Page + Streak Integration

Create Streak contact from new Wiser Page order

As an online store owner, you're likely using Wiser Page to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Wiser Page with Streak? This integration will allow you to automatically create a contact for each new order in Streak.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Wiser Page + Streak Integration

Create Streak task for new Wiser Page form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Streak tasks for new Wiser Page form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Streak task for new Wiser Page form submission received today - your customers will thank you for it!
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Streak + Wiser Page Integration

Create Wiser Page contact for new Streak contact

If you're using Streak to manage your sales leads, it's important to also use Wiser Page to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Streak, a corresponding contact will automatically be created in Wiser Page.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Wiser Page + Streak Integration

Create Streak task for new Wiser Page event

Creating task in Streak is a great way to keep track of task that need to be completed when an event is created in your Wiser Page account.

With the help of this integration, when an event is created, a task will be automatically created in Streak and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Wiser Page + Streak Integration
1.
  • Wiser Page
    Product is created in Wiser Page Instant
  • Wiser Page
    Product is updated in Wiser Page Instant
  • Wiser Page
    Order is created in Wiser Page Instant
  • Wiser Page
    Order is updated in Wiser Page Instant
  • Wiser Page
    Contact is created or updated in Wiser Page Instant
  • Wiser Page
    Form response is created in Wiser Page Instant
  • Wiser Page
    Booking is created in Wiser Page 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.
  • Wiser Page
    Delete contact in Wiser Page
  • Wiser Page
    Update contact in Wiser Page
  • Wiser Page
    Create contact in Wiser Page
  • Wiser Page
    Create product in Wiser Page
  • Wiser Page
    Update product in Wiser Page
  • Wiser Page
    Search contact in Wiser Page
  • Wiser Page
    Create member in Wiser Page
  • Wiser Page
    Delete member in Wiser Page
  • Wiser Page
    Create member group in Wiser Page
  • Wiser Page
    Update member group in Wiser Page
  • Wiser Page
    Delete member group in Wiser Page
  • Wiser Page
    Search product in Wiser Page
  • 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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