Streak CRM

Streak is a CRM built entirely inside Gmail. Use this skill to manage pipelines, boxes (deals), contacts, organizations, tasks, and email threads via the Streak API.

Official docs: https://streak.readme.io/reference

When to Use

Use this skill when you need to:

• Manage sales pipelines and deal stages
• Track leads, contacts, and organizations
• Associate email threads with deals
• Create tasks and comments on deals
• Search across boxes, contacts, and organizations

Prerequisites

1. Install the Streak extension in Gmail
2. Navigate to Gmail > Streak icon > Integrations > Streak API > Create New Key
3. Copy your API key

Set environment variable:

export STREAK_TOKEN="your-api-key"

How to Use

Authentication

Streak uses HTTP Basic Auth with your API key as the username and no password. In curl, use -u "$(printenv STREAK_TOKEN):" (note the trailing colon).

1. Get Current User

curl -s -X GET "https://api.streak.com/api/v1/users/me" -u "$(printenv STREAK_TOKEN):"

2. List All Pipelines

Pipelines represent business processes (Sales, Hiring, Projects, etc.).

curl -s -X GET "https://api.streak.com/api/v1/pipelines" -u "$(printenv STREAK_TOKEN):"

3. Get a Pipeline

curl -s -X GET "https://api.streak.com/api/v1/pipelines/{pipelineKey}" -u "$(printenv STREAK_TOKEN):"

4. Create a Pipeline

Write to /tmp/streak_request.json:

{
  "name": "New Sales Pipeline"
}

Then run:

curl -s -X PUT "https://api.streak.com/api/v1/pipelines" -u "$(printenv STREAK_TOKEN):" --header "Content-Type: application/json" -d @/tmp/streak_request.json

5. List Boxes in Pipeline

Boxes are the core data objects (deals, leads, projects) within a pipeline.

curl -s -X GET "https://api.streak.com/api/v1/pipelines/{pipelineKey}/boxes" -u "$(printenv STREAK_TOKEN):"

6. Get a Box

curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}" -u "$(printenv STREAK_TOKEN):"

7. Create a Box

Write to /tmp/streak_request.json:

{
  "name": "Acme Corp Deal"
}

Then run:

curl -s -X POST "https://api.streak.com/api/v1/pipelines/{pipelineKey}/boxes" -u "$(printenv STREAK_TOKEN):" --header "Content-Type: application/json" -d @/tmp/streak_request.json

8. Update a Box

Write to /tmp/streak_request.json:

{
  "name": "Updated Deal Name",
  "stageKey": "stageKey123"
}

Then run:

curl -s -X POST "https://api.streak.com/api/v1/boxes/{boxKey}" -u "$(printenv STREAK_TOKEN):" --header "Content-Type: application/json" -d @/tmp/streak_request.json

9. List Stages in Pipeline

curl -s -X GET "https://api.streak.com/api/v1/pipelines/{pipelineKey}/stages" -u "$(printenv STREAK_TOKEN):"

10. List Fields in Pipeline

curl -s -X GET "https://api.streak.com/api/v1/pipelines/{pipelineKey}/fields" -u "$(printenv STREAK_TOKEN):"

11. Get a Contact

curl -s -X GET "https://api.streak.com/api/v1/contacts/{contactKey}" -u "$(printenv STREAK_TOKEN):"

12. Create a Contact

Write to /tmp/streak_request.json:

{
  "teamKey": "teamKey123",
  "emailAddresses": ["john@example.com"],
  "givenName": "John",
  "familyName": "Doe"
}

Then run:

curl -s -X POST "https://api.streak.com/api/v1/contacts" -u "$(printenv STREAK_TOKEN):" --header "Content-Type: application/json" -d @/tmp/streak_request.json

13. Get an Organization

curl -s -X GET "https://api.streak.com/api/v1/organizations/{organizationKey}" -u "$(printenv STREAK_TOKEN):"

14. Search Boxes, Contacts, and Organizations

curl -s -X GET "https://api.streak.com/api/v1/search?query=acme" -u "$(printenv STREAK_TOKEN):"

15. Get Tasks in a Box

curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/tasks" -u "$(printenv STREAK_TOKEN):"

16. Create a Task

Write to /tmp/streak_request.json:

{
  "text": "Follow up with client",
  "dueDate": 1735689600000
}

Then run:

curl -s -X POST "https://api.streak.com/api/v1/boxes/{boxKey}/tasks" -u "$(printenv STREAK_TOKEN):" --header "Content-Type: application/json" -d @/tmp/streak_request.json

17. Get Comments in a Box

curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/comments" -u "$(printenv STREAK_TOKEN):"

18. Create a Comment

Write to /tmp/streak_request.json:

{
  "message": "Spoke with client today, they are interested."
}

Then run:

curl -s -X POST "https://api.streak.com/api/v1/boxes/{boxKey}/comments" -u "$(printenv STREAK_TOKEN):" --header "Content-Type: application/json" -d @/tmp/streak_request.json

19. Get Threads in a Box

Email threads associated with a box.

curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/threads" -u "$(printenv STREAK_TOKEN):"

20. Get Files in a Box

curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/files" -u "$(printenv STREAK_TOKEN):"

21. Get Meetings in a Box

curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/meetings" -u "$(printenv STREAK_TOKEN):"

22. Create a Meeting Note

Write to /tmp/streak_request.json:

{
  "meetingDate": 1735689600000,
  "meetingNotes": "Discussed pricing and timeline.",
  "title": "Sales Call"
}

Then run:

curl -s -X POST "https://api.streak.com/api/v1/boxes/{boxKey}/meetings" -u "$(printenv STREAK_TOKEN):" --header "Content-Type: application/json" -d @/tmp/streak_request.json

23. Get Box Timeline

curl -s -X GET "https://api.streak.com/api/v1/boxes/{boxKey}/timeline" -u "$(printenv STREAK_TOKEN):"

Guidelines

1. Keys: Pipeline keys, box keys, and other identifiers are alphanumeric strings returned by the API
2. Timestamps: Use Unix timestamps in milliseconds for date fields (e.g., dueDate, meetingDate)
3. Rate Limits: Be mindful of API rate limits; add delays between bulk operations
4. Stages: To move a box to a different stage, update the box with the new stageKey
5. Email Integration: Streak is tightly integrated with Gmail; threads are Gmail thread IDs
6. Team Key: When creating contacts, you need a teamKey which can be obtained from the teams endpoint