Use Zoho Flow to integrate Zoho CRM with Streak, in atleast 360 different ways, without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt integration flows to get started

Update Zoho CRM contacts when boxes change stages in Streak

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All Triggers - A trigger kickstarts the flow

New user

Triggers when a new user is created

New contact

Triggers when a new contact is created

Updated deal

Triggers when an existing deal is updated

Entry created or updated

Triggers when a record entry is created or updated

New module

Triggers when a new module is created

Updated module entry

Triggers when an entry is updated in the selected module

New lead

Triggers when a new lead is created

New note

Triggers when a new note is added

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Stage added

Triggers when a new stage is added to the selected pipeline

Box updated

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

Pipeline created

Triggers when a new pipeline is created

Organization created

Triggers when a new organization is created

Box stage changed

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

Box created

Triggers when a new box is created in the selected pipeline

Box pipeline changed

Triggers when a box is moved between pipelines

Contact added

Triggers when a new contact is created in the selected team

Task created

Triggers when a new task is created in the selected pipeline

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All Actions - Action are the automated tasks

Update related module entry

Relates an entry in this module with an entry in another module

Raise signal

Raises a signal to Zoho CRM

Add user

Adds a new user

Update module entry

Updates the specified module entry

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Send mail merge

Sends a mail merge with details of the selected record

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified record

Add tags

Adds tags to the specified record

Convert lead to contact

Converts a lead to a contact

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Send email template

Sends an email to the specified users

Update user

Updates the details of an existing user based on user ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch user

Fetches a user by name or email address

Fetch inventory template

Fetches an inventory template using ID

Fetch event

Fetches an event by its title or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch email template

Fetches an email template by name

Fetch lead

Fetches a lead by email address or unique ID

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

Create new box

Creates a new box

Create task

Creates a new task in the selected box

Create contact

Creates a new contact

Create organization

Creates a new organization

Create comment

Creates a new comment

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task

Update organization

Updates the details of an existing organization

Update box

Updates the properties of the specified box

Fetch task

Fetches the details of an existing task

Fetch box

Fetches the details of the specified box

Fetch organization

Fetches the details of an existing organization by key

Fetch contact

Fetches details of an existing contact by key

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What is Zoho Flow?

Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

Testimonial

Louis CastellanoCEO, Lakeside CNC Group

“All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data input” Know more

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