Streak CRM Google Sheets Integration Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Streak CRM with Google Sheets using Pabbly Connect. This tutorial provides a detailed, step-by-step guide to automate your workflow seamlessly. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Streak CRM and Google Sheets Integration

To start the integration between Streak CRM and Google Sheets, the first step is accessing Pabbly Connect. Open your web browser and type in ‘Pabbly.com’, then press enter. Once on the Pabbly website, navigate to the Products section and select the option labeled as Connect.

After clicking on Connect, sign in to your account. If you do not have an account, you can create one for free in just a few minutes. Pabbly Connect allows you to automate the process without needing any coding skills, making it user-friendly for everyone.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, scroll down and click on the option to create a workflow. You will be prompted to name your workflow; for this integration, name it ‘Streak CRM to Google Sheets’. After naming, click on the create button to proceed.

• Click on the trigger app and select Streak CRM.
• Choose the trigger event as ‘New Box’.
• Connect your Streak CRM account by entering the API key.

After setting up the trigger, ensure that you save your settings. The trigger will now monitor your Streak CRM for new boxes, which will initiate the data transfer to Google Sheets.

3. Configuring Streak CRM for Integration

In this section, you will configure Streak CRM to work with Pabbly Connect. You will need to obtain your API key from your Streak account. Navigate to the Integrations section in Streak, and create a new API key. Copy this key and paste it into the API key field in Pabbly Connect.

Next, you will need to set the webhook URL provided by Pabbly Connect in Streak CRM. This URL acts like a phone number that Streak will call when a new box is created. After entering the webhook URL, save the settings in Streak to complete the connection.

4. Setting Up Google Sheets Integration with Pabbly Connect

After configuring Streak CRM, the next step is to set up the Google Sheets integration using Pabbly Connect. In the action step of your workflow, select Google Sheets as the action app. Choose ‘Add New Row’ as the action event to insert data into your spreadsheet.

• Connect your Google Sheets account to Pabbly Connect.
• Select the specific Google Sheet where the data will be saved.
• Map the fields from Streak CRM to the corresponding columns in Google Sheets.

Once all fields are mapped correctly, save the configuration. This setup ensures that every time a new box is created in Streak, the relevant data will automatically populate in your designated Google Sheet.

5. Testing the Integration Between Streak CRM and Google Sheets

With your integration set up in Pabbly Connect, it’s time to test if everything works correctly. Create a new box in Streak CRM and monitor Pabbly Connect for the webhook response. If the integration is successful, you will see the data from the new box appear in your Google Sheet.

To verify, check your Google Sheet to see if the new data has been added. If it appears as expected, your integration is working perfectly. You can now create additional boxes in Streak CRM to continue testing the automation.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, integrating Streak CRM with Google Sheets using Pabbly Connect streamlines your workflow effectively. This process allows you to automate data entry, ensuring that your information is always up-to-date without manual effort. By following these steps, you can leverage the full potential of both applications seamlessly.