Streak Classes: Live with experts

Now that you have your first pipeline, we'll cover the first few things to get your process off the ground in this session.

We will guide you through how to make sure your Calendly, Google Form, Typeform and amy other form provider data easily flows into Streak using our native Integrations and Automations. Lead how to capture and action on leads right from your Gmail inbox!

Formulas are the secret to smarter workflows in Streak. In this session, we’ll show you how to use them in automations and integrations to save time and boost efficiency.

Finding and managing leads on LinkedIn is easier when everything lives in one place - your inbox. In this session, we’ll show you how to capture LinkedIn prospects and turn them into contacts in Streak.

Get a guided tour of the new Streak Home —your new central hub inside Gmail. We’ll walk through how to use Home to track tasks, jump into recent work, and access the tools and resources you use every day.

I've got all of this data in Streak... now what?! Learn how to create and customize reports that pinpoint the most important metrics for your business.

Running influencer programs means juggling creators, campaigns, and client updates. In this session, we’ll show you how to manage it all in Streak—right from your inbox.

In Streak, you can use the incoming email trigger to automatically create new boxes, add contacts, move boxes to a new stage, send a notification to Slack, and much more.

In this class we'll cover all things AI inside of Streak: AI Pipeline generator, AI Action steps, Ask a box a question, AI Deal Summaries, AI formula writer & more!

Saved views allow you to create custom filters and segments of your pipeline. Once you set up your filters, your saved view updates in real time to show you any boxes that match your criteria. You can also build custom reports right from this filtered data.