Streak is a powerful CRM tool that helps you manage pipelines, tasks, and custom fields effectively. With Relevance AI, you can supercharge your CRM experience by automating workflows and leveraging AI Agents for smarter decision-making.
Streak provides robust CRM capabilities for managing deals and tasks. Relevance AI amplifies this by enabling AI Agents to automate processes, ensuring your team stays focused on what matters most.
Seamless Pipeline Orchestration
The AI agent automatically manages and optimizes deal flow across multiple pipelines based on real-time email interactions and customer engagement patterns
Proactive Communication Intelligence
Leverages email tracking and customer interaction data to predict optimal follow-up timing and generate personalized response recommendations
Predictive Pipeline Analytics
Forecasts deal outcomes and identifies potential bottlenecks by analyzing historical patterns and current pipeline metrics
Relevance AI integrates with Streak to enhance your CRM workflows with intelligent automation.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Streak account
- A Relevance AI account with access to the projects and datasets you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration between Streak and Relevance AI utilizes secure OAuth authentication, ensuring that only authorized workflows can access your Streak CRM data. Relevance AI manages API operations (such as creating boxes, updating fields, and creating tasks) in the background, allowing you to focus on your business processes without worrying about errors, formatting, or API limits.
With built-in validation and type conversion, your workflows will run smoothly, even when data formats vary. This integration streamlines your CRM workflow management, enabling automated box and pipeline synchronization, custom field updates, and task automation directly through API calls.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
