Agile CRM Beta

Streak Beta


Integrate Agile CRM with Streak
when a deal reaches a specific milestone you choose in agile crm , create a new Task on a Box in Streak.




What is Agile CRM?

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation

What is Streak?

Streak is the developer of an eponymous customer relationship management platform for Gmail. The firm is also the developer of SecureGmail, open-source Google Chrome extension that allows users to encrypt Gmail messages



How to set the workflow up

  • Select Agile CRM as your trigger app and select an event
  • Select Streak as your action app and select an event
  • Map the fields from Agile CRM to Streak by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a Deal reaches a specific milestone you choose in Agile CRM , create a new Task on a Box in Streak.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , edit fields, stage, assigned to, name and notes on an existing box in Streak.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , create a new box in Streak.

Coming soon