CRM for Architects: How one firm scaled without sacrificing quality
Learn how a small architecture firm used a CRM to improve client onboarding and keep delivering high-quality work while scaling their business.
Overview:
Everyday we get various requests from people asking for various integrations with the different services they use. Whether it’s pushing data to Google Spreadsheets, or having information from a web form enter Streak directly.Everyday we get various requests from people asking for various integrations with the different services they use. Whether it’s pushing data to Google Spreadsheets, or having information from a web form enter Streak directly. Fortunately, there’s an awesome service called Zapier which does a lot of the heavy lifting when trying to connect a bunch of services together.
With Zapier you can now can get data into and out of Streak from over 150 services.
Here are some of the things you can now do with Streak + Zapier:
- Create a Streak box every time someone fills out a Wufoo form
- Create a Streak box every time a new Gmail message comes in matching a certain criteria (i.e. from a certain person)
- Send an email or a Google Talk message whenever a new Box has been created
- Push Streak Box data to Google Spreadsheets
Give it a try and let us know what your favorite use cases are for Streak + Zapier!!!
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