Integrate Streak with Agile CRM

Send information between Streak and Agile CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Streak and Agile CRM

Connect Streak and Agile CRM with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Streak and Agile CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Box stage changed

Triggers when the stage of a box in the selected pipeline changes

Pipeline created

Triggers when a new pipeline is created

Contact added

Triggers when a new contact is created in the selected team

Box created

Triggers when a new box is created in the selected pipeline

Stage added

Triggers when a new stage is added to the selected pipeline

Task created

Triggers when a new task is created in the selected pipeline

Box pipeline changed

Triggers when a box is moved between pipelines

Organization created

Triggers when a new organization is created

Box updated

Triggers when the properties of a box is updated in the selected pipeline

Contact updated

Triggers when the details of a contact is updated in the selected team

New Task

Triggers when a new task is created

New Ticket

Triggers when a new ticket is created

New Deal

Triggers when a new deal is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create organization

Creates a new organization

Create new box

Creates a new box

Create comment

Creates a new comment

Add contact to box

Adds a contact to the specified box

Create task

Creates a new task in the selected box

Update organization

Updates the details of an existing organization

Update box

Updates the properties of the specified box

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact by key or email

Fetch box

Fetches the details of the specified box

Fetch task

Fetches the details of an existing task

Fetch organization

Fetches the details of an existing organization by key or name

Add note to contact

Adds a note to an existing contact

Create Deal

Creates a new deal

Create Task

Creates a task for the selected contact

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Add note to deal

Adds a note to an existing deal

Create Company

Creates a new company

Create Contact

Creates a new contact

Update Company

Updates the details of an existing Company based on company ID

Update Task

Updates the details of an existing Task based on task ID

What is Streak?

Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.

Contact Management CRM

What is Agile CRM?

Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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