Integrazione Streak CRM + Hipcall
Streak è una piattaforma di gestione dei processi e CRM progettata specificamente per gli utenti di Gmail.
Quando ciò accade (trigger)
Esegui questa operazione (Azioni)
Create task
Creates a new task.
Creates a new task.
Update task
Updates an existing task.
Updates an existing task.
Create contact
Creates a new contact.
Creates a new contact.
Update contact
Updates an existing contact.
Updates an existing contact.
Create company
Creates a new company.
Creates a new company.
Update company
Updates an existing company.
Updates an existing company.
Create deal
Creates a new deal.
Creates a new deal.
Update deal
Updates an existing deal.
Updates an existing deal.
Call init
When a call start.
When a call start.
Call hangup
When the call hangup.
When the call hangup.
Create callback
When the caller create a new callback request.
When the caller create a new callback request.
New Task
Triggers when a new task is created
Triggers when a new task is created
New Box
Triggers when a new box is created
Triggers when a new box is created
New Comment
Triggers when a new comment is made
Triggers when a new comment is made
Task Complete
Triggers when a task is completed
Triggers when a task is completed
New Contact
Triggers when a new conatct is created
Triggers when a new conatct is created
Box Change Pipeline
Triggers when a box is moved between pipelines
Triggers when a box is moved between pipelines
Task Due
Triggers when a task becomes due.
Triggers when a task becomes due.
Box Change Stage
Triggers when a box changes state
Triggers when a box changes state
Box Edited
Triggers when a custom field, notes, assigned to, or name is edited on a box.
Triggers when a custom field, notes, assigned to, or name is edited on a box.
Contact Updated
Triggers when an existing contact is updated.
Triggers when an existing contact is updated.
Email Thread Added to a Box
Triggers when a new email thread is added to a box.
Triggers when a new email thread is added to a box.
Add Contact to Box
Adds a contact to a box.
Adds a contact to a box.
Create Comment
Creates a new comment.
Creates a new comment.
Create Contact
Creates a new contact.
Creates a new contact.
Create Meeting / Call Log
Creates a new meeting / Call Log.
Creates a new meeting / Call Log.
Create New Box
Create a new box.
Create a new box.
Create Task
Create a new task.
Create a new task.
Get All Stages
Lists all the Stages.
Lists all the Stages.
Link Boxes
Links the boxes.
Links the boxes.
Search Data
Search the data for boxes, contacts, and organizations.
Search the data for boxes, contacts, and organizations.
Update Box
Updates an existing box.
Updates an existing box.
Update Task
Updates a task.
Updates a task.
Create New Box (with Custom Fields)
Create a new box.
Create a new box.
Create task (Coming soon)
Creates a new task.
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Creates a new contact.
Create company (Coming soon)
Creates a new company.
Creates a new company.
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