Streak

streak.com
Productivity Marketing tools CRM Business management Communication

Streak is a sales pipeline platform built for Gmail users, designed to keep deal activity organized where conversations already happen. It helps teams track leads and opportunities with customizable inbox boxes, automate key sales tasks, and maintain accurate contact records. With widespread adoption across sales teams, Streak is known for making pipeline management feel fast, lightweight, and directly tied to email communication.

When BOBs are connected to Streak, they can continuously monitor deal activity inside your Gmail-based pipeline and take action without manual tracking. As new emails land, BOBs can update the right boxes, refresh contact details, link related boxes, and keep stage/pipeline data accurate—so your pipeline reflects reality, not stale notes.

BOBs can also operationalize deal momentum by creating and managing follow-up tasks tied to the correct box, responding to changes like stage or pipeline updates, and noticing comments that require attention. This enables use cases such as “deal desk” automation (keeping every step moving), automated inbox-to-pipeline hygiene, and event-driven sales operations that reduce missed follow-ups and reporting drift.

What can BOBs do with Streak?

Perform actions

  • Create Box
  • Create Task
  • Link Boxes
  • List Pipeline Options
  • List Team Options
  • Update Box
  • Update Box Field Value

Listen to real-time events

  • Box Changed Pipeline (Instant)
  • Box Changed Stage (Instant)
  • New Box (Instant)
  • New Comment (Instant)
  • New Contact (Instant)
  • New Email on Box (Instant)
  • New Task (Instant)
  • New Task Due (Instant)
  • Task Completed (Instant)
  • Updated Box (Instant)
  • Updated Contact (Instant)