How to Use Streak Integrations

Streak integrations bring your sales pipeline into Latenode. Update tasks, track leads, and manage deal flow from any automation. Connect Streak to other apps for synced workflows. Enrich your data and respond to events faster. Build automations around lead changes and sales stages.

Here's How to Use Streak integration in Latenode:

• Add the node: Find Streak in the integrations library and add it.
• Connect account: Use your Streak API key to authenticate Latenode.
• Pick an event: Select a trigger (e.g., new lead or stage change).
• Choose an action: Update a deal or send a message via another app.

With these steps, connect sales processes to marketing, support, or finance apps. Trigger automated follow-ups when leads move stages. Sync deal data with your reporting dashboards. Push key updates into chat apps for faster team awareness. Build custom workflows that react to real-time data changes.

• Faster Responses: React faster to leads and changes in sales stages.
• Data Consistency: Ensure data is updated across all of your key systems.
• Better Insights: Combine deal info with data from other apps to gain insight.

• Marketing: New Mailchimp subscribers automatically become contacts in Streak, allowing targeted campaign tracking.
• Customer Support: Zendesk tickets generate Streak tasks, ensuring follow-up on support requests from key accounts.
• Sales: HubSpot deals trigger updates to Streak pipelines, reflecting real-time sales stage changes.
• Project Management: Asana tasks get created from new Streak boxes, linking sales activities to project workflows.
• HR: New BambooHR employee data automatically creates Streak contacts, simplifying team onboarding and communication.

Best integrations for Streak 2025

Connect Streak to your workflows. These integrations let you do more.

Gmail

Create new Streak boxes from Gmail messages. Update box details or send automated follow-ups after a trigger. You can also watch for new inbound emails. This integration helps manage communications. It also organizes your contact data into Streak automatically. Save time on manual entry. It keeps your team informed.

Google Calendar

Sync meetings from Google Calendar to Streak boxes. Track appointments. You can also automate reminders. This helps manage schedules and client interactions. Log events to record conversations with prospects. Update Streak data whenever meetings change. This integration ensures your team always has the latest information available.

Slack

Send instant Slack notifications for new Streak activity. Examples include box creation or stage changes. Post summaries to team channels. You can also trigger alerts for overdue tasks. Use Slack to update Streak fields with quick commands. This reduces the need to switch between tools. It keeps everyone informed about deal progress.

Google Sheets

Export Streak data to Google Sheets for analysis and reporting. Create custom dashboards. Import data to update contact or deal information. Append new rows to track progress over time. This integration is useful for tracking key metrics. It provides a way to view sales performance and trends. Perform bulk updates on Streak data.

Airtable

Sync data between Streak boxes and Airtable bases. Manage contacts and projects. Use Airtable for custom views. You can also automate the creation of records. This integration helps organize complex workflows. It also enables cross-functional collaboration. Keep your sales data synchronized with project management data.

HubSpot

Sync contacts and companies between HubSpot and Streak. Track marketing activity. Use it to enrich contact data in Streak. Trigger sales actions based on marketing engagement. This integration allows for unified customer view. It improves lead qualification and sales alignment. Ensure both teams have access to the same customer information.

Jira

Create Jira issues from Streak boxes. Link development tasks to sales deals. Track progress on related projects. Update Streak with Jira issue status. This integration improves collaboration. It keeps development and sales aligned. Ensure everyone knows when features are ready. It also ensures proper follow-up with clients and prospects.

Typeform

Create new Streak boxes from Typeform submissions. Capture lead information. You can also trigger follow-up sequences. Update Streak fields based on form responses. This integration helps automate lead generation. It reduces manual data entry. Automatically populate key contact information in Streak. Improve the speed of lead processing.

DocuSign

Track DocuSign agreement statuses in Streak. Update deal stages. It happens when contracts are signed. Send documents directly from Streak boxes. This integration speeds up the sales cycle. It also improves visibility. Ensure that you are always aware of the status of critical sales documents. Automate alerts for completed or rejected agreements.

Twilio

Send SMS messages from Streak boxes. Log call activity. Use it to automate follow-up communication. Trigger text messages. It happens at key deal stages. This integration enhances customer engagement. It also provides additional channels for communication. Automate appointment reminders. Improve response rates with direct messaging.

1. Gmail. Create Streak tasks from new emails and update contact details with information parsed from email signatures.
2. HubSpot. Sync new contacts created in HubSpot to Streak, ensuring sales pipelines are updated with the latest marketing leads.
3. Slack. Receive notifications in Slack when a deal stage changes in Streak to keep the team informed of sales progress.
4. Airtable. Update an Airtable base with new opportunities created in Streak, making sales data available for broader analysis.
5. Google Sheets. Export Streak pipeline data to Google Sheets for custom reporting and analysis, plus generate charts.
6. Jira. Create Jira tickets when deals reach a specific stage in Streak, ensuring smooth handoff from sales to project management.
7. Typeform. Add form submission data to Streak as new leads and update existing contact information in the CRM.
8. Mailchimp. Add contacts who reach a specific stage in Streak to a Mailchimp list for targeted email marketing campaigns.

What is a Streak box?

A box in Streak is like a container or file for organizing information about leads, deals, or projects. It helps you keep all related emails, files, and tasks in one place.

How do I share a Streak pipeline?

To share a pipeline, click the "Share" button in the pipeline view. You can invite collaborators by email address and set their permission levels, such as view-only or edit access.

Can I customize my pipeline stages?

Yes, you can fully customize your pipeline stages. In pipeline settings, add, delete, or rename stages to match your exact workflow, reflecting steps like "Qualified," or "Negotiation."