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Streak Gsuite Add-on

The add-on adds additional mobile functionality to your Streak experience

Yen avatar
Written by Yen
Updated over 4 years ago

If this is your first time using Streak, please install the Streak browser extension for the full Streak experience. It's best to get started on desktop.

Streak's Gsuite Add-on brings your Streak data into other Gsuite tools. Install the Add-on on your mobile device to see Streak data in the mobile Gmail app, and use it on your desktop to view Streak information in Google Calendar.

Installation

Install the Streak CRM Add-on for Gmail from the G Suite Marketplace

  • All devices with access to your account will have the add-on installed. 

  • If you're unable to do so, your company's G Suite administrator will first need to  enable team members to install add-ons.

Using the Add-on on your mobile device

From your native mobile Gmail App (on both iOS and Android), you're now able to:

  • Add emails to boxes 

  • View boxes the email is a part of

  • View box details

  • View associated contacts 

  • Use your saved Snippets, and 

  • Open the Box in the Streak Mobile App

The Streak Gmail Add-On is intended as a complement to your Streak mobile experience. 

Using the Add-on on your desktop browser

With the Add-on installed, Streak recognizes when you have events scheduled with your Streak contacts and surfaces related information in the sidebar. 

From the Streak sidebar in Google Calendar, you can: 

  • View box details that are related to upcoming events on your calendar

  • Update the stage of a box

  • Add notes to a box

  • View contacts in that box and see their contact information

  • Reach out to contacts or schedule a new calendar event with one click

  • See all boxes to which a contact has been added

  • See a contacts related organizations in Streak

Please note: It may take as long as 24 hours after installation for the add-on to appear on all of your devices.

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