Automate Streak CRM inside Gmail
Use viaSocket to connect Streak with your apps and AI so leads move faster, follow-ups never slip, and pipeline updates happen automatically — no coding.
Connect Streak with 2100+ apps
Ready to use Streak automations
Triggers and Actions in Streak Automations
viaSocket makes it simple to connect Streak and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Box
Triggered when a new box is created.
New Comment
Triggers when a Comment is made on a Box in a Pipeline
New Contact
Triggered when a new contact is created
New Task
Triggers when a Task is created.
Box Change Pipeline
Triggers when a Box is moved between Pipelines
Stage Created
Triggers when a new stage is created.
Do thisActions
Action is the task that follows automatically within your Streak integrations.
Create Contact
Creating a contact
Get a pipeline
This call will give you a single pipeline given the key.
Get my teams
List all the teams
Get User
List all details for the user specified
List all Boxes in Pipeline
List all boxes in pipeline
Get Box
Get a Box
Real-world use cases of Streak integrations
See how Streak integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule
How to get started with Streak automations
Automate when something happens in Streak
Login -> Create new flow -> Select trigger -> Search Streak -> Choose the trigger from the list
Take action in Streak when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Streak -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
viaSocket connects Streak and Gmail to other apps and automations so routine work — lead routing, follow-ups, pipeline updates, reports — happens automatically without manual copy-paste.
Yes. viaSocket can detect opens, no-replies, or task due dates and then create follow-up tasks or send templated Gmail messages on a schedule you control.
Set a rule in viaSocket: when an inbound email meets criteria, create/update a Streak contact/deal, enrich it (company, source), and assign to a rep based on territory or workload.
Yes. viaSocket can add AI steps like drafting reply suggestions, summarizing long email threads, or highlighting high-risk deals so your team acts faster with less manual review.
About Streak
Streak is a powerful CRM tool that integrates seamlessly with Gmail, allowing users to manage their customer relationships directly from their inbox. It offers features such as email tracking, pipeline management, and task automation to streamline your workflow.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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