STEP 1
Connect Bigin and Streak CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Bigin and Streak CRM Integration
Build crm workflows between Bigin and Streak CRM on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Bigin and Streak CRM
Detailed info you need to know about Bigin and Streak CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Streak CRM
Manage pipelines, boxes, contacts, and tasks in Streak CRM inside Gmail. [6]
How to connect Bigin to Streak CRM
Set up your Bigin and Streak CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bigin and Streak CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Bigin and Streak CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bigin and Streak CRM work in WEXTL?
WEXTL exposes actions and triggers for Bigin and Streak CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Bigin triggersStreak CRM actions
Bigin modules
- Add Tags to a RecordAdds tags to a record.
- Add Tags to RecordsAdds tags to several records at once.
- Change Owner of Multiple RecordsChanges the owner of several records at once.
- Change Record OwnerChanges the owner of a record.
- Create a Bulk Read JobStarts an export of a module's records to a CSV file.
- Create a Bulk Write JobStarts an import of records from an uploaded file.
- Create a NoteCreates a note on a record.
- Create a RecordCreates a new record in a Bigin module.
- Create a Record NoteAdds a note to a record.
- Create a UserInvites a new user to the organization.
- Create TagsCreates one or more tags in a module.
- Delete an AttachmentDeletes a file attached to a record.
- Delete a NoteDeletes a note from a record.
- Delete a RecordDeletes a record.
- Delete a Record PhotoRemoves the profile photo of a record.
- Delete a TagDeletes a tag.
- Delete a UserDeletes a user from the organization.
- Delete Multiple RecordsDeletes up to 100 records in one call.
- Delete NotesDeletes several notes at once.
- Delete Notification ChannelsStops the given notification channels.
- Download a Bulk Read ResultDownloads the finished export as a ZIP file.
- Download a FileDownloads a file that was uploaded to Bigin.
- Download an AttachmentDownloads a file attached to a record.
- Download a Record PhotoDownloads the profile photo of a record.
- Enable NotificationsStarts sending Bigin record events to a URL of your choice.
- Get a Bulk Read JobReturns the status of a bulk export.
- Get a Bulk Write JobReturns the status and counts of a bulk import.
- Get a Custom ViewReturns a single saved view.
- Get a RecordReturns a single record by its ID.
- Get a UserReturns a single user.
- Get Module MetadataReturns the settings and details of a module.
- Get Organization DetailsReturns the details of your Bigin organization.
- Get Record CountReturns the number of records in a module.
- Get Tag Record CountReturns how many records carry a tag.
- List AttachmentsRetrieves the files attached to a record.
- List Custom ViewsRetrieves the saved views of a module.
- List Deleted RecordsRetrieves records that were deleted from a module.
- List FieldsRetrieves the fields of a module.
- List From AddressesRetrieves the email addresses you can send from.
- List LayoutsRetrieves the layouts of a module, including team pipelines.
- List ModulesRetrieves the modules available in Bigin.
- List NotesRetrieves notes across all records.
- List Notification ChannelsRetrieves your active notification channels.
- List ProfilesRetrieves the permission profiles in the organization.
- List Record NotesRetrieves the notes on a record.
- List RecordsRetrieves a list of records from a Bigin module.
- List Related ListsRetrieves the related lists of a module.
- List Related RecordsRetrieves the records linked to a record through a related list.
- List RolesRetrieves the roles in the organization.
- List TagsRetrieves the tags defined for a module.
Streak CRM modules
- Add FilesAttaches one or more files to a box.
- All NewsfeedReturns the recent activity feed across all of your pipelines.
- Batch Move BoxesMove boxes to a different pipeline (batch).
- Box NewsfeedReturns the recent activity feed for a single box.
- Check Existing OrganizationsChecks whether an organization already exists for a given domain or name.
- Create BoxCreate a box.
- Create CommentCreate a comment.
- Create ContactCreate a contact.
- Create MeetingCreate a new meeting.
- Create PipelineCreate a pipeline.
- Create Pipeline FieldAdds a new custom field to a pipeline.
- Create SnippetCreate a snippet.
- Create StageCreate a stage.
- Create TaskCreate a task.
- Delete BoxDelete a box.
- Delete CommentDelete a comment.
- Delete ContactDelete a contact.
- Delete MeetingDelete a meeting.
- Delete OrganizationDelete an organization.
- Delete PipelineDelete a pipeline.
- Delete Pipeline FieldRemoves a custom field from a pipeline.
- Delete SnippetDelete a snippet.
- Delete StageDelete a stage.
- Delete TaskDelete a task.
- Delete ThreadRemoves an email thread from a box.
- Get All SnippetsGets all Snippets.
- Get BoxGet a box.
- Get Box Field ValueReturns the value of one custom field on a box.
- Get Box TimelineGet timeline for a box.
- Get CommentGet a comment.
- Get ContactGet a contact.
- Get Current UserReturns the profile of the Streak user tied to this connection.
- Get FileGet specific file.
- Get File ContentsGets file Contents.
- Get Multiple BoxesGets multiple Boxes.
- Get My TeamsReturns the teams the connected user belongs to.
- Get OrganizationReturns the details of an organization by its key.
- Get PipelineGet a pipeline.
- Get Pipeline FieldReturns the details of a single pipeline field.
- Get SnippetGet a snippet.
- Get StageGet a stage.
- Get TaskGet a task.
- Get TeamGet a team.
- Get ThreadGet a specific thread.
- Get UserReturns the profile details of a Streak user by their key.
- List All PipelinesRetrieves a list of all Pipelines.
- List Box CommentsGet all comments in a box.
- List Boxes In PipelineList all boxes in pipeline.
- List Box Field ValuesList field values for a box.
- List Box FilesGet files in a box.
Frequently asked questions
Common questions about connecting Bigin and Streak CRM.
Connect your Bigin and Streak CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Bigin's "Watch Deleted Records" fires, WEXTL can "Add Files" in Streak CRM. Bigin has 3 triggers (including Watch Deleted Records, Watch New Records, and Watch Updated Records); Streak CRM has 75 actions (including Add Files, All Newsfeed, and Batch Move Boxes). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Bigin-to-Streak CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Bigin (or Streak CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Bigin + Streak CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Bigin and Streak CRM integration.
- Bigin and Streak CRM integration source code, module specs and credentials implementation.
- Our Bigin and Streak CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bigin and Streak CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Bigin integration information
- Streak CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library