Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Integrate the Streak API with the Zoho CRM API

Setup the Streak API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Streak and Zoho CRM remarkably fast. Free for developers.

Convert Lead with Zoho CRM API on Box Changed Pipeline (Instant) from Streak API
Streak + Zoho CRM
 
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Convert Lead with Zoho CRM API on Box Changed Stage (Instant) from Streak API
Streak + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Box (Instant) from Streak API
Streak + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Comment (Instant) from Streak API
Streak + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Contact (Instant) from Streak API
Streak + Zoho CRM
 
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Box Changed Pipeline (Instant) from the Streak API

Emit new event when a box changes pipelines.

 
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Box Changed Stage (Instant) from the Streak API

Emit new event when a box's stage is updated in a pipeline.

 
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New Box (Instant) from the Streak API

Emit new event when a new box is created in a pipeline.

 
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New Comment (Instant) from the Streak API

Emit new event when a new comment is created within a pipeline.

 
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New Contact (Instant) from the Streak API

Emit new event when a new contact is created within a team.

 
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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

 
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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

 
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Create Box with the Streak API

Create a new box in Streak. See the docs

 
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Download Attachment with the Zoho CRM API

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

 
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Create Task with the Streak API

Create a new task in a box. See the docs

 
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Overview of Streak

The Streak API taps into the core of Streak’s CRM functionality within Gmail, allowing users to automate interactions with pipeline data, such as leads, contacts, and sales opportunities. With Pipedream, you can harness this API to craft serverless workflows that react to events in Streak and connect with countless other services to streamline CRM tasks, sync data across platforms, or trigger communications based on pipeline changes.

Connect Streak

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    streak: {
      type: "app",
      app: "streak",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.streak.com/api/v1/users/me`,
      auth: {
        username: `${this.streak.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

Overview of Zoho CRM

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Connect Zoho CRM

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    })
  },
})