RD Station + Streak Integration

Integrate RD Station to Streak in one click, or tell Integrately AI how you want each lead handled. Qualify new conversions, create boxes and contacts, update your sales pipeline, and track follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station Instant
  • Streak
    Contact is created in Streak Instant
  • Streak
    Contact is updated in Streak Instant
  • Streak
    Box is created in Streak Instant
  • Streak
    Box stage is changed in Streak Instant
  • Streak
    Box is updated in Streak Instant
  • Streak
    Box is moved between pipelines in Streak Instant
  • Streak
    Meeting note or call log is created in Streak Instant
  • Streak
    Task is created in Streak Instant
  • Streak
    Task is due in Streak Instant
  • Streak
    Task is completed in Streak Instant
  • Streak
    Organization is created in Streak Instant
  • Streak
    Organization is updated in Streak Instant
  • Streak
    Comment is added to box in Streak Instant
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2.
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station
  • Streak
    Add contact in Streak
  • Streak
    Update contact in Streak
  • Streak
    Search contact in Streak
  • Streak
    Create task in Streak
  • Streak
    Update task in Streak
  • Streak
    Create box in Streak
  • Streak
    Update box in Streak
  • Streak
    Search box in Streak
  • Streak
    Create meeting/call log in Streak
  • Streak
    Add contact to box in Streak
  • Streak
    Retrieve file by file key in Streak
  • Streak
    Link boxes in Streak
  • Streak
    Retrieve full thread by key in Streak
  • Streak
    Search organization in Streak
  • Streak
    Create comment in Streak

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Ready Workflows Ready Workflows for RD Station + Streak Integration

Create sales boxes from conversions, add contacts, update pipelines, assign tasks, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
RD Station + Streak Integration

Create Streak contact for new RD Station conversion event

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Streak contact and RD Station conversion event can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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RD Station + Streak Integration

Create Streak task for new RD Station conversion event

Streak and RD Station are two powerful cloud-based tools that can be used to improve business productivity. Using this Streak - RD Station integration, you can automatically create task in Streak whenever a new conversion event is created in RD Station.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Streak + RD Station Integration

Create RD Station conversion event for new Streak contact

If you're using Streak to manage your sales leads, it's important to also use RD Station to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Streak, a corresponding conversion event will automatically be created in RD Station.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your RD Station + Streak flow

Sync your marketing conversions and sales pipeline with email campaigns, form responses, team alerts, and calendar bookings. Pick a combination and activate it in one click.

RD Station
Streak
+
MailchimpMailchimp (5)
+
TypeformTypeform (4)
+
Google WorkspaceGoogle Workspace (4)
+
SlackSlack (4)
+
ZoomZoom (3)
+
CalendlyCalendly (3)
R
M
S
When a lead is converted in RD Station, add a subscriber in Mailchimp, and create a box in Streak.
Every RD Station lead immediately updates your Mailchimp audience and creates a new box in Streak, eliminating manual data entry between marketing and sales.
M
R
S
When a new subscriber joins Mailchimp, trigger a conversion event in RD Station, and add a contact in Streak.
New Mailchimp subscribers instantly register a conversion event in RD Station and create a contact record in Streak.
R
M
S
When a lead is marked as opportunity in RD Station, update the subscriber in Mailchimp, and create a task in Streak.
Opportunity stage updates in RD Station automatically refresh your Mailchimp audience and create follow-up tasks in Streak.
R
M
S
When a deal is won in RD Station, send an email campaign in Mailchimp, and update the box in Streak.
Won deals in RD Station trigger targeted email campaigns in Mailchimp and update box statuses in Streak.
M
C
R
S
Use ChatGPT to summarise every new Mailchimp subscriber, send a conversion event in RD Station, and create a box in Streak.
ChatGPT generates customer summaries from Mailchimp signups before logging them as conversions in RD Station and boxes in Streak.

Supported triggers and actions for RD Station and Streak

Mix and match to build the exact automation you need

RD Station
RD Station Triggers & Actions
Instant
Lead is converted in RD Station
Triggers the automation when a lead is successfully converted
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Instant
Lead is marked as opportunity in RD Station
Triggers the automation when a lead is marked as an opportunity
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Conversion Event in RD Station
Creates a conversion event
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Deal won in RD Station
Marks the deal as won
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Deal lost in RD Station
Marks the deal as lost
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Streak
Streak Triggers & Actions
Instant
Contact is created in Streak
Triggers the automation when a new contact is created
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Instant
Contact is updated in Streak
Triggers the automation when a contact is updated
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Instant
Box is created in Streak
Triggers the automation when a Box is created
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Instant
Box stage is changed in Streak
Triggers the automation when a box stage is changed
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Instant
Box is updated in Streak
Triggers the automation when a Box is updated
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Instant
Box is moved between pipelines in Streak
Triggers the automation when a Box is moved between pipelines
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Instant
Meeting note or call log is created in Streak
Triggers the automation when a new meeting note or call log is added
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Instant
Task is created in Streak
Triggers the automation when a new task is created
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Instant
Task is due in Streak
Triggers the automation when a task remains due past the due date
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Instant
Task is completed in Streak
Triggers the automation when any task is completed
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Instant
Organization is created in Streak
Triggers the automation when a new organization is created
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Instant
Organization is updated in Streak
Triggers the automation when any organization's profile is modified
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Instant
Comment is added to box in Streak
Triggers the automation when a comment is made on a box
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Add contact in Streak
Adds a new contact to the address book
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Update contact in Streak
Updates contact information with new details
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Search contact in Streak
Finds and retrieves contact information
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Create task in Streak
Creates a new task
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Update task in Streak
Updates the task with new information or changes
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Create box in Streak
Generates a new box
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Update box in Streak
Updates a box
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Search box in Streak
Searches for a box
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Create meeting/call log in Streak
Logs a new meeting or call
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Add contact to box in Streak
Store newly added contacts in designated box
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Retrieve file by file key in Streak
Retrieves a file using its file key
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Link boxes in Streak
Links two or more boxes
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Retrieve full thread by key in Streak
Retrieves a full thread using its key
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Search organization in Streak
Finds and retrieves information about a organization
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Create comment in Streak
Generates a new comment
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What can you automate with RD Station + Streak?

Streamline your entire sales and marketing lifecycle by automatically syncing leads, deals, and pipeline stages between RD Station and Streak.

What you can automate?
🎯
Create Streak boxes from RD Station conversions
Capture every lead converted in RD Station and automatically generate a corresponding sales box in Streak. Eliminate manual handoffs and start sales outreach instantly.
📋
Sync every submitted marketing lead field
Map all custom answers and form details from RD Station straight into Streak contact records and box fields. Ensure sales reps have complete context before every call.
🔔
Notify your team the moment leads arrive
Send instant alerts to your team channels whenever a new opportunity is created or updated in RD Station. Keep everyone informed on high-intent prospect activity.
🔀
Route leads based on custom criteria
Create different Streak boxes or assign priority tasks depending on specific field values submitted in RD Station. Direct high-value accounts straight to senior reps.
🔄
Keep pipeline stages updated automatically
Reflect opportunity changes and deal progression between RD Station and Streak without manual intervention. Maintain clean and reliable pipeline records.
🔍
Add or update records without duplicates
Search existing contacts and boxes in Streak before creating new entries to prevent messy duplicates. Keep your CRM database pristine and organised.
🏆
Manage deal wins and losses seamlessly
Trigger automated workflows in Streak whenever deals are marked won or lost in RD Station. Update revenue tracking and trigger onboarding tasks instantly.
🔌
Extend your workflow to team messaging apps
Connect your RD Station and Streak core pair with Slack to announce wins, share lead briefs, and keep your entire organisation aligned in real time.
And much more...

Who is RD Station + Streak integration for?

Connecting RD Station and Streak helps marketing and sales teams eliminate manual data entry, streamline lead handoffs, and track deal pipelines without missing a beat.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Sales operations teams
Sales operations teams
Business development executives
Business development executives
Revenue leaders
Revenue leaders
📈
Performance marketers
You're tracking lead conversions in RD Station, but your sales pipeline data only updates when someone manually exports records, so the conversion counts you report are always outdated — this integration means every converted lead lands in your Streak sales pipeline instantly and your reporting stays accurate.
Sales representatives
You're waiting for marketing leads to be emailed over from RD Station, but valuable prospects slip through the cracks before anyone reaches out — automating both apps means every new opportunity appears in your Streak workspace immediately so you can follow up while interest is high.
📊
Account managers
You're managing client accounts after RD Station conversions, but deal details get lost between marketing and sales before you take over — with this integration, every won deal creates a fully populated Streak box so client onboarding starts without missing any background information.
🚀
Sales operations teams
You're manually moving high volumes of RD Station leads into Streak, but manual data entry causes bottlenecks and duplicate entries during busy campaigns — connecting these apps means every lead and opportunity flows into your pipeline automatically without manual data cleanup.
🤝
Business development executives
You're taking over qualified leads from RD Station, but delays in pipeline updates leave you guessing which leads are ready for outreach — this integration means every opportunity triggers an instant task in Streak so your outreach schedule stays tightly aligned with marketing activity.
🗂️
Revenue leaders
You're reviewing funnel metrics across RD Station and Streak, but fragmented records leave blind spots in your conversion history and forecasting — automating both apps means every customer touchpoint and deal stage update is logged reliably for clear pipeline visibility.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate RD Station + Streak

Build and manage your RD Station + Streak automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect RD Station + Streak with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect RD Station to Streak?
Frequently Asked Questions
You can connect RD Station to Streak instantly using ready-made flows or by using Integrately AI to set up your workflow in one click. It also supports tools like Mailchimp, Typeform, and Slack.
How can I automatically create Streak boxes from RD Station leads?
Frequently Asked Questions
Can I connect RD Station, Streak, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for RD Station and Streak?
Frequently Asked Questions
How do lead conversion events trigger workflows in RD Station?
Frequently Asked Questions
How are new contacts and boxes managed in Streak?
Frequently Asked Questions
Can I set up RD Station and Streak automations without coding experience?
Frequently Asked Questions
Is the RD Station and Streak integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect RD Station or Streak With 1500+ Other Apps

RD Station
Popular RD Station Integrations
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Streak
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Sync Streak with customer support, communication, and document tools to keep your sales workflow connected.
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