Integrate Streak with Retently

Integrate Streak to trigger NPS/CSAT surveys after significant customer interactions managed through Gmail, such as closing a deal or resolving a support ticket. Sync customer profiles and feedback scores between Streak and Retently to enhance customer relationship management and tailor communication strategies.

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About Streak

Streak is a CRM and process management system integrated within Gmail, allowing users to manage workflow and customer relationships directly from their inbox.

Streak logoRetently

Streak to Retently

1

Box Change Pipeline

Triggers when a Box is moved between Pipelines.
2

Updated Box

Triggers when a Field on a Box is updated.
3

New Comment

Triggers when a Comment is made on a Box in a Pipeline.
4

New Box

Triggers when a new box is created.
5

Task Complete

Triggers when a Task is completed.
6

Task Due

Triggers when a Task becomes due but is not yet completed.
7

Box Change Stage

Triggers when a box changes Stage.
8

Box Email Received Count Change

Triggers when the counter for emails received on a box changes.
9

Updated Contact

Triggers when a contact is updated.
10

New Contact

Triggers when a new contact is created.
11

New Task

Triggers when a Task is created.
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Retently to Streak

1

Add Organization to Box

Creates a new organization or updates the existing organization and adds it to a specified box.
2

Create Comment

Creates a comment on a box.
3

Edit Box

Edits fields, stage, assigned to, name, and notes on an existing box.
4

Get File by File Key

Retrieves a file by providing the file key.
5

Link Boxes

Links multiple boxes together.
6

Update Contact

Updates a contact by providing a contact key.
7

Find a Box

Finds a box by name, key, or fuzzy query.
8

Find an Organization

Searches for an existing organization.
9

Find or Create Box

Finds or creates a box.
10

Add Contact to Box

Creates a new contact or updates the existing contact and adds it to a specified box.
11

Create New Box

Creates a new box.
12

Create Task

Creates a new Task on a Box.
13

Edit Task

Edits a task by providing box key and task text or by providing a task key.
14

Get Full Thread by Key

Gets a full unified thread given a thread key.
15

Create Meeting / Call Log

Creates a new Meeting or Call Log on a box.
16

API Request (Beta)

Makes a raw HTTP request that includes this integration's authentication.
17

Find a Contact

Searches for an existing contact by contact key, box key, or other information.
18

Find or Create Box

Finds or creates a box.

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