Case Study: Streak automates support workflows and customer data linking with Zapier

Streak Automatically Links Customer Data with Support Requests

Streak, a Gmail-based CRM platform, faced the challenge of streamlining customer support and sales workflows while keeping customer data connected to incoming requests. Its teams needed a better way to turn email conversations into organized support cases and to share automation knowledge across departments, using Zapier and Zapier for Teams.

Using Zapier, Streak automated workflows that created new Boxes from Gmail threads, added contacts, looked up customer data in Google Sheets, and linked support requests back to the right customer record. Zapier also helped notify teams when Box stages changed and improved collaboration through Shared Folders, saving time, reducing manual work, and making onboarding easier for new employees.

Streak

Andrew Stewart

Streak