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Connect Streak to Salesforce

Name: Streak to Salesforce Integration
Availability: InStock

Automate workflows and sync data between Streak and Salesforce with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect Streak & Salesforce?

Intelligent Automation Workflows

Leverage 11 available triggers from Streak to execute 24 targeted actions in Salesforce automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Streak and Salesforce perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Streak and Salesforce for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Streak

Triggers (11)

Box Changed Pipeline (Instant)

Emit new event when a box changes pipelines.

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Box Changed Stage (Instant)

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

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New Box (Instant)

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

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New Comment (Instant)

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

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New Contact (Instant)

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

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New Email on Box (Instant)

Emit new event when an email is added to a box in a pipeline.

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New Task (Instant)

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

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New Task Due (Instant)

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

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Task Completed (Instant)

Emit new event when a task is completed in a pipeline.

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Updated Box (Instant)

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

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Updated Contact (Instant)

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

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Actions (7)

Create Box

Create a new box in Streak. See the docs

Create Task

Create a new task in a box. See the docs

Link Boxes

Link boxes to a specific box. See the docs

List Pipeline Options

Retrieves available options for the Pipeline field.

List Team Options

Retrieves available options for the Team field.

Update Box

Update the properties for a box. To update field values use **Update Box Field Value**. See the docs

Update Box Field Value

Update the values of the fields for a box. See the docs

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

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Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

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Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

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New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

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New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

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New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

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New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

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New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

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New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

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Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation