Streak CRM Integration

Manage pipelines, boxes, contacts, and tasks in Streak CRM inside Gmail. Turn Streak CRM record changes into automated workflows for sales and customer teams. Start with Watch Boxes, then connect actions such as All Newsfeed and Box Newsfeed to what happens next.

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Supported triggers and actions for Streak CRM integration

Triggers can detect changes in Streak CRM and run actions that can create, search or modify data inside Streak CRM automatically [3] — exactly how you set them.

Watch BoxesTriggers when a new box is created.
Watch CommentsTriggers when a new comment is created.
Watch FilesTriggers when a new file is added.
Watch MeetingsTriggers when a new meeting is created.
Watch PipelinesTriggers when a new pipeline is created.
Watch SnippetsTriggers when a new snippet is created.
Watch TasksTriggers when a new task is created.
Watch TeamsTriggers when a new team is created.
Watch ThreadsTriggers when a new email thread is added.
All NewsfeedReturns the recent activity feed across all of your pipelines.
Box NewsfeedReturns the recent activity feed for a single 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.
List Box MeetingsGet all meetings in a box.
List Box TasksGet tasks in a box.
List Box ThreadsGet threads in a box.
List Contact FieldsList all contact fields.
List Organization FieldsList all organization fields.
List Pipeline FieldsList all fields in a pipeline.
List Stages In PipelineList all stages in pipeline.
Pipeline NewsfeedReturns the recent activity feed for a single pipeline.
Search Boxes By NameFinds boxes whose name matches your search text.
Search Boxes Contacts OrgsSearches boxes, contacts and organizations that match a query.
Add FilesAttaches one or more files to a box.
Batch Move BoxesMove boxes to a different pipeline (batch).
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.
Make an API CallPerforms an arbitrary authorized request to the Streak API.
Put Email In BoxFiles an email into a box so it shows up on the box timeline.
Update BoxUpdate a box.
Update Box Field ValueSets the value of a custom field on a box.
Update CommentUpdate a comment.
Update ContactUpdate a contact.
Update Contact Field ValueSets the value of a custom field on a contact.
Update MeetingUpdate a meeting.
Update OrganizationUpdate an organization.
Update Organization Field ValueSets the value of a custom field on an organization.
Update PipelineUpdate a pipeline.
Update Pipeline FieldChanges the name or settings of a pipeline field.
Update SnippetUpdate a snippet.
Update StageUpdate a stage.
Update TaskUpdate a task.

How to integrate Streak CRM in automation workflow?

3 simple steps to make your Streak CRM connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Streak CRM in workflow

Pick Streak CRM app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Streak CRM

When prompted, authorize access to Streak CRM in WEXTL once. Streak CRM credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Streak CRM account. Approve?

STEP 3

Build a workflow

Build your workflow with Streak CRM yourself or with WEXTL® AI Builder. Connect Streak CRM to any available integrations [5], or use HTTP node to go beyond them.

Streak CRM

How Streak CRM connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Streak CRM app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Streak CRM supports.

Full Streak CRM API documentation

The following table illustrates what fields Streak CRM integration require during authorization flow inside our workflow builder [4].

Demonstration of Streak CRM connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
API KeyRequired	password	Your Streak API key. Find it in Streak > Settings > API.

Connect Streak CRM to popular apps on WEXTL

Enter a name of the other app you want to sync with Streak CRM below. Click on selected app to explore integration options with Streak CRM. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Streak CRM integration

Select Watch Pipelines trigger from Streak CRM - this will be a starting point in your automation. Whenever event happens in Streak CRM, workflow will start [7] from Watch Pipelines node.

Search for Create Pipeline Field, connect it as the next step of integration sequence. You can use filters between Watch Pipelines and Create Pipeline Field, so only important data pass from Watch Pipelines to the next step. WEXTL gives you full control over the process of Streak CRM automation. All parts of workflow are visible on the canvas [4].

Streak CRM on WEXTL has 84 modules for combining crm automations. Explore Streak CRM documentation for more.

Streak CRM

Watch Pipelines

Breakcold CRM

Performs action

Breakcold CRM

Triggers

Streak CRM

Create Pipeline Field

Demonstration of how visual Streak CRM automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Streak CRM in your workflows.

Streak CRM has 9 triggers, including "Watch Boxes", "Watch Comments", and "Watch Files", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 75 actions, including "All Newsfeed", "Box Newsfeed", and "Get All Snippets", and more. Refer to our Streak CRM Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Streak CRM integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Streak CRM official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Streak CRM provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Streak CRM or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Streak CRM inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Streak CRM modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Streak CRM integration.

Streak CRM integration source code, module specs and credentials implementation.
Internal Streak CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Streak CRM vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Streak CRM App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Streak CRM Integration

Supported triggers and actions for Streak CRM integration