STEP 1
Connect Capsule CRM 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.
Capsule CRM and Streak CRM Integration
Build crm workflows between Capsule CRM 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 Capsule CRM and Streak CRM
Detailed info you need to know about Capsule CRM and Streak CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Capsule CRM
CRM for contacts, sales pipelines, projects, and tasks. [5]
Streak CRM
Manage pipelines, boxes, contacts, and tasks in Streak CRM inside Gmail. [6]
How to connect Capsule CRM to Streak CRM
Set up your Capsule CRM and Streak CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capsule CRM 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 Capsule CRM and Streak CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capsule CRM and Streak CRM work in WEXTL?
WEXTL exposes actions and triggers for Capsule CRM 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.
Capsule CRM triggersStreak CRM actions
Capsule CRM modules
- Add Additional Party (Opportunity)Adds an additional party to an opportunity.
- Add Additional Party (Project)Adds an additional party to a project.
- Create Custom FieldCreates a custom field.
- Create EntryCreates an entry.
- Create GoalCreates a goal.
- Create MilestoneCreates a milestone.
- Create OpportunityCreates an opportunity.
- Create PartyCreates a party.
- Create ProjectCreates a project.
- Create Tag DefinitionCreates a tag definition.
- Create TaskCreates a task.
- Create TrackCreates a track.
- Delete Custom FieldDeletes a custom field.
- Delete EntryDeletes an entry.
- Delete GoalDeletes a goal.
- Delete MilestoneDeletes a milestone.
- Delete OpportunityDeletes an opportunity.
- Delete PartyDeletes a party.
- Delete ProjectDeletes a project.
- Delete Tag DefinitionDeletes a tag definition.
- Delete TaskDeletes a task.
- Delete TrackDeletes a track.
- Get AttachmentReturns an attachment.
- Get Current UserReturns the current Capsule user.
- Get Custom FieldReturns a custom field.
- Get EntryReturns an entry.
- Get GoalReturns a goal.
- Get MilestoneReturns a milestone.
- Get Multiple OpportunitiesReturns multiple opportunities.
- Get Multiple PartiesReturns multiple parties.
- Get Multiple ProjectsReturns multiple projects.
- Get OpportunityReturns an opportunity.
- Get PartyReturns a party.
- Get ProjectReturns a project.
- Get Site AddressReturns the site address.
- Get Tag DefinitionReturns a tag definition.
- Get TaskReturns a task.
- Get TeamReturns a team.
- Get TrackReturns a track.
- Get UserReturns a user.
- List Additional Parties (Opportunity)Lists additional parties on an opportunity.
- List Additional Parties (Project)Lists additional parties on a project.
- List Associated ProjectsLists projects associated with an opportunity.
- List Custom FieldsLists custom fields.
- List Deleted OpportunitiesLists deleted opportunities.
- List Deleted PartiesLists deleted parties.
- List Deleted ProjectsLists deleted projects.
- List EmployeesLists employees of a party.
- List Entries by DateLists entries by date.
- List Entries by EntityLists entries for an entity.
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.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Capsule CRM and Streak CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Capsule CRM and Streak CRM.
Connect your Capsule CRM 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 Capsule CRM's "Watch Entries" fires, WEXTL can "Add Files" in Streak CRM. Capsule CRM has 5 triggers (including Watch Entries, Watch Opportunities, and Watch Parties); 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. Capsule CRM-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 Capsule CRM (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 Capsule CRM + 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 Capsule CRM and Streak CRM integration.
- Capsule CRM and Streak CRM integration source code, module specs and credentials implementation.
- Our Capsule CRM and Streak CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capsule CRM 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.
- Capsule CRM integration information
- Streak CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library