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 Streak + Relevance AI integration without writing code:
- Start with a well-structured pipeline: Use clear stage names and consistent field types to ensure smooth data flow.
- Utilize pre-built workflows: Relevance AI provides templates for automating box creation, updates, and task assignments—perfect for quick implementation.
- Connect securely: Ensure you authorize the correct Streak account and have the necessary permissions during setup.
- Test automations with sample data: Validate your workflows on test boxes to prevent issues in your live environment.
- Monitor API usage: Implement rate limiting strategies and batch updates to avoid hitting API call limits.
