Google Sheets Integration

Integrate Streak with Google Sheets

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    Integrating Streak with Google Sheets unlocks a powerful synergy between your customer relationship management and data analysis capabilities. By combining Streak's automatic capture of contact information and email data with Google Sheets' robust spreadsheet functionalities, you can streamline workflows, enhance team collaboration, and gain deeper insights into your customer interactions. This integration not only saves time but also ensures that your data is centralized and easily accessible across any device, making it a critical step for businesses aiming to optimize their CRM processes.

    On this page, we'll cover the importance of integrating Streak with Google Sheets, detailing everything you need to set up the integration. We'll guide you through the process of how to integrate Streak with Google Sheets, explore various use cases for the integration, and provide assistance with troubleshooting your Streak integration. Additionally, we'll answer some frequently asked questions about integrating Streak with Google Sheets. Whether you're looking to create a seamless flow between communication and data management or ensure GDPR compliance while working with customer information, this guide is here to help you make the most out of your Streak and Google Sheets experience.

    Reasons to Integrate Streak with Google Sheets

    • Enhances productivity by streamlining tasks.
    • Streamlines workflow, making processes more efficient.
    • Automates repetitive tasks, reducing the chance of human error.
    • Saves time by minimizing manual data entry and management.
    • Improves collaboration through shared access to data and insights.
    • Improves communication by centralizing information.
    • Gives a competitive advantage by enabling more agile decision-making.
    • Helps gain better insights into business operations for strategic planning.
    • Allows for easy backup of Streak data.
    • Facilitates sharing data outside of Streak for broader accessibility.

    Setting Up the Integration Between Streak and Google Sheets

    Integrating Streak with Google Sheets is a powerful way to enhance your CRM and process management within Gmail, enabling automated workflows and improved lead management. Setting up this integration is straightforward and does not require any coding, thanks to the user-friendly platform, Zapier. This process involves a few essential steps and components that work together to synchronize data between Streak and Google Sheets effortlessly.

    1. Install the Streak's Google Sheets Add-on from the Chrome Web Store to your Google account.
    2. Ensure you are logged into the Google account associated with the Pipelines you wish to integrate, as only these will be shown during the import process.
    3. Set up a Zapier account to facilitate the integration between Streak and Google Sheets.
    4. Choose a trigger that will initiate the integration process, such as the creation of a new spreadsheet or an update in the Streak pipeline.
    5. Decide on the actions that Zapier will perform once the trigger occurs, like creating new records in Google Sheets or updating existing ones in Streak.
    6. Configure the integration settings on Zapier to define how data is transferred and managed between Streak and Google Sheets.
    7. Test the integration to ensure that the workflows are running smoothly and that the data syncs correctly between the two platforms.
    8. If you encounter any issues during the setup or import process, contact Streak support for assistance.

    Integration of Streak with Google Sheets

    Integrating Streak with Google Sheets can be accomplished in multiple ways, primarily through the use of Zapier to automate workflows and data synchronization. This integration enhances lead management, contact updates, and email tracking by leveraging the capabilities of both platforms.

    Automating Workflows with Zapier

    By connecting Streak and Google Sheets via Zapier, users can automate various workflows. This includes creating new rows in Google Sheets for each updated Streak pipeline, updating rows when stages change in Streak, and managing new contacts added in Streak.

    Lead Management Automation

    Lead management is streamlined as Zapier facilitates the creation of new rows in Google Sheets for every new contact or updated pipeline in Streak. This ensures that leads are tracked efficiently and that the information remains synchronized.

    Tracking Email and Stage Changes

    Tracking email count changes and stage transitions within Streak is possible by setting up automations that generate multiple rows in Google Sheets. These updates can reflect the evolving status of leads and ongoing processes.

    Managing Contacts and Boxes

    Streak allows for the addition of new or updated rows in Google Sheets as contacts. Additionally, users can automate the creation of Streak boxes from new rows in Google Sheets, keeping customer relationship management tasks up-to-date.

    Alternative to Integration: Using Sourcetable

    As an alternative to direct integration methods, Sourcetable offers a solution to sync live data from various applications or databases, including Streak and Google Sheets. This can be an efficient method for users seeking to manage data across different platforms without setting up individual integrations.

    Common Use Cases

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      Google Sheets Integration
      Creating streak boxes from new rows in google sheets
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      Google Sheets Integration
      Adding new google sheets rows to streak as contacts
    • S
      Google Sheets Integration
      Tracking streak email count changes
    • S
      Google Sheets Integration
      Creating multiple google sheets rows when stages change in streak
    • S
      Google Sheets Integration
      Updating streak records based on changes in google sheets rows

    Frequently Asked Questions

    How do I install the Streak Google Sheets Add-On?

    The Streak Google Sheets Add-On can be installed from the Chrome Web Store. The add-on only needs to be installed once.

    Why can't I see my Pipelines in Google Sheets after installing the Streak Add-On?

    You may be missing your Pipelines if your Pipeline doesn't belong to a team, you're logged into Google with a different email, or you haven't created any pipelines in Streak yet.

    How do I integrate Streak with Google Sheets?

    You can integrate Streak with Google Sheets using Zapier to automate workflows, such as creating new rows for each updated pipeline in Streak, or adding new contacts in Streak from new Google Sheets rows.

    Can I use Streak and Google Sheets to automate lead management?

    Yes, you can use Streak and Google Sheets to automate lead management by using Zapier to create or update rows in Google Sheets from new or updated Streak boxes.

    How can I track email count changes in Streak using Google Sheets?

    You can track email count changes in Streak by using Zapier to update Google Sheets rows when the Streak email count changes.


    As you've seen, integrating Streak with Google Sheets can significantly streamline your workflow, allowing for seamless collaboration and data management. Streak, as a powerful CRM tool and Gmail extension, automates data capture from contacts and emails, while Google Sheets offers a versatile platform for organizing and analyzing that data in real-time, on any device. The synergy between Streak's automatic sharing features and Google Sheets' collaborative environment ensures that your team stays synchronized and informed. However, instead of navigating the integration process, you can opt for Sourcetable, which provides an even more cohesive and user-friendly solution for managing your data and tasks. Sign up for Sourcetable to get started and enhance your productivity immediately.

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