Integrating Slack With Streak Using Zapier
Rather than flipping back and forth between Gmail and Slack, use this Streak Slack integration to automatically send messages to a Slack channel when a new box is created in Streak.
How It Works
- A new box is created in Streak
- Zapier sends a message to a designated Slack channel
What You Need
- Streak account
- Slack account
Create Your Zap
Click here to Automatically Send Gmail Email About New Streak CRM Box.
Sign into your Zapier account.
Choose your Slack account from the list of accounts, or connect a new account.
Connect your Slack account. After clicking on Connect, you’ll have the chance to select your Slack team if you’re already signed in, or you can enter your team name and account details to connect.
Choose your Streak account from the list of accounts, or connect a new account.
To connect a new Streak account you will need to plug in your personal API token, found under the API section in the settings of your Streak menu in Gmail.
You’re almost done. All that’s left is to match up the information from your Slack form to the lead fields in your Streak account.
Click Save + Finish
Now test the Zap to make sure it works. Once you're satisfied with the results, new Slack notifications will be sent for new Boxes in your Streak Pipeline automatically.
Note - if you ever want to change this Streak and Gmail integration, just go to your Zapier dashboard and adjust anything you'd like.