Streak is an email organization suite for Gmail that allows you to keep track of your contacts. Streak CRM integration will automatically input your contacts/leads information in your pipeline whenever they sign up on your landing page. No more having to enter them manually.
To start visit https://www.streak.com/ and install Streak onto your Gmail account.
- You now have Streak installed on your web browser. You will also see Pipelines on your bar menu.
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Let's go ahead and create a new Pipeline by clicking on the +New link. A template will appear and you can decide to do it all yourself or select one of the templates already provided.
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Now that you have a Pipeline, let's create a API key and connect with pitchXO.
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Click on the Streak→Developer Zone→Click on "None, create one now."
- Login to http://app.pitchxo.com/ to access your account and click on Streak CRM.
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Copy the API key that was created and paste on the blank box provided.
- Select create a new Streak Pipeline, then next step.
- Enter in a description or leave as default, then next step.
- Assign new leads to and make sure you click on the name so the green (√) appears.
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Create your Reminders
- Click on Link to Streak button.