Integrations and automation increase productivity, scalability, and success by saving time on repetitive tasks, having more accurate data, and improving the overall user experience.

Streak offers various ways to integrate with 9,000+ apps and automate your workflow. They include:

Note: This article is an overview of each integration and automation option - please see links for dedicated articles in each section to learn more and get step-by-step instructions.

Being familiar with the following phrases will help you understand the various types of integrations and automation in Streak:

For example, a native integration between Typeform and Streak allows you to automate adding new leads to your pipeline when they fill out your Typeform form. The automation trigger would occur when a lead completes the form in Typeform. The action could be that you create a new box and add their contact information to your pipeline.

You can access Streak's integrations and automations right inside your Gmail inbox.

Native integrations allow you to connect with third party apps and create automations directly within Streak. You don't need to use a tool like Zapier to set up native integrations and automation.

Currently, Streak offers the following native integrations that you can use to automate your pipelines and workflow:

Use the links above to learn more and find step-by-step instructions for each one. We're continually adding more native integrations, so stay tuned for updates.

Have questions about native integrations and automation? Check out our frequently asked questions.

Integrations and automation are available on our Pro+ and Enterprise plans. To upgrade your plan follow these instructions.

The Streak importer tool allows you to directly import data from Google Sheets, a CSV, or Excel file to your pipelines.

Our integration with Google Hangouts Chat allows you to search Streak boxes, add Chat conversations to boxes, and setup simple Streak notifications to send to Chat.

Getting started is easy — type “@Streak” in any room in Chat to add the Streak bot.

A deeply integrated experience in Slack makes it easy to get box notifications and update your pipelines using interactive modals within Slack.

Install the Streak for Slack integration in Slack's App Directory.

Zapier is a third-party tool that allows you to connect Streak with thousands of apps and create even more Streak<>Streak integrations.

You can search for integrations in the Integrations and automation sidebar or browse popular integrations and use Zap templates to create automations in minutes.

The Streak API offers countless ways to leverage our open platform and customize your team's experience.

Our API powers a majority of the functions and actions a user can make within Streak – creating boxes, pipelines, snippets, etc. We've designed the platform and our API docs to be easy to use and understand for people with or without development experience.

Native integrations and automations allow you to connect Streak directly with third party apps and automate your pipelines and workflows.

The below information can help answer many frequently asked questions and resolve issues. Let us know if you have other questions by using the chat option in the bottom-right corner!

How is a native integration or automation different from those available through Zapier?

How do I access integrations and automations?

Which apps are supported with Streak native integrations?

What actions can I automate in Streak?

How do I create an automation?

How do I split a full name response into separate first and last name columns?

Where can I see the status of my automation?

Can other team members edit my automation?

Can I custom build my own integrations/automations?

Will more integrations/automations be made available?

When an integration or automation is "native," it means you don't have to use a third party tool to set it up - you can do it right inside Streak!

This allows you to connect Streak directly with apps like Calendly and Typeform – and automate with a simple tool inside Streak.

From your pipeline view, click the three dot menu and select “Integrations and Automation.”
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Once you decide which integration or automation you’d like to use, the next step is to add your triggers and actions to create your automation.
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"Trigger" - A condition that “triggers" the automation to start once met. For example, when a lead fills out a form in Typeform, that will trigger the automation.

"Action" - The part of an automation that occurs when the trigger is set off. In the Typeform example, the "action" is having that form data passed to Streak to create a new box for them and add their form responses to the box.

1. Add trigger step: "when__happens"

2. Add action step: "then do___"

3. Click “Create”

4. Check the status of your automation

If your Typeform asks for a full name and you'd like to split the response into a first and last name to create a contact, you'll need these formulas:
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Split first name: {{typeform.q1.split(" ")[0]}}
Split last name: {{typeform.q1.split(" ")[1]}}
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​Note: "q1" will be whichever question number you have in your Typeform or Calendly that asks for a full name - if it's the 2nd question in your form you'll want to use "q2" in your formula.
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Users can create the following automations:

1. Click into “Integrations and Automations” from your pipeline.

2. Navigate to the “Mine” tab - this is where all your creations will be listed.

A user’s pipeline role will dictate their integration/automation permissions. Here’s a breakdown of those permissions:

1. Automation Creator - Can view, edit and pause/resume their automations and view their logs

2. Pipeline Admin - Can view active automations and their logs; pause/resume workflows

3. Pipeline Member - Can only view automations

4. Pipeline Guest - Zero access - Cannot view or edit automations

1. Find your specific automation under the “Mine” tab.

2. Click the three gray vertical dots and choose “Show Logs” to view all executed runs.
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Yes! You can design and launch your own builds using our API.