Streak

Last updated on Dec 13, 2022

Streak is a CRM tool that simplifies business process management. The Streak extension can be integrated with GSuite applications, Zapier, and other APIs to help you track data associated with various teams, for example, data related to project management, sales, support, and hiring in an efficient manner. You can also collaborate with other team members by sharing emails, notes, and logs related to the tracked data.

You can replicate the data from your Streak extension to a Destination database or data warehouse using Hevo Pipelines. Streak uses an API key to identify Hevo and authorize the request for accessing account data. Hevo ingests the data objects in Full Load mode. Refer to section, Data Model for the list of supported objects.


Prerequisites

  • The Streak extension is added to your web browser. Refer to section, Adding the Streak Extension for the steps to do this.

  • The API key is available to authenticate Hevo on your Streak extension. Refer to section, Obtaining the API Key for the steps to generate the API key.


Adding the Streak Extension

As a first step of replicating data from Streak to the desired Destination, you must add the Streak extension to your Gmail account and generate the API key. To do this using the Google Chrome web browser:

  1. Navigate to Streak.

  2. In the top right corner of the page, click ADD TO CHROME. You are redirected to the Chrome Web Store.

    Streak Home page

  3. In the Streak CRM for Gmail extension page, click Add to Chrome.

    Chrome Store

  4. In the confirmation dialog, click Add extension.

    Add Streak Extension

  5. In the Streak CRM dialog, click Sign in with Google and log in using your Google account.

    Streak Google Login

You have successfully added the Streak extension. Refer to section, Obtaining the API Key for the steps to generate the API key using this extension.


Obtaining the API Key

You must generate the API key in your Streak extension that is used for configuring Streak as a Source in Hevo. To do so:

  1. In your Gmail inbox, next to the search bar at the top, click Streak.

    Streak Menu

  2. In the menu that appears on the right, click Integrations.

    Integrations Streak

  3. In the Streak API section, click Get API Key.

    Get API key

  4. Copy the API key and save it securely like any other password.

    Copy API Key

You have successfully created the API key. Refer to section, Configuring Streak as a Source for the steps to create yourPipeline.


Configuring Streak as a Source

Perform the following steps to configure Streak as the Source in your Pipeline:

  1. Click PIPELINES in the Asset Palette.

  2. Click + CREATE in the Pipelines List View.

  3. In the Select Source Type page, select Streak.

  4. In the Configure your Streak Source page, specify the following:

    Streak Config

    • Pipeline Name: A unique name for the Pipeline, not exceeding 255 characters.

    • API Key: The API key that you generated in your Streak extension.

  5. Click TEST & CONTINUE.

  6. Proceed to configuring the data ingestion and setting up the Destination.


Data Replication

Default Ingestion Frequency Minimum Ingestion Frequency Maximum Ingestion Frequency Custom Frequency Range (Hrs)
1 Hr 1 Hr 24 Hrs 1-24

Note: You must set the custom frequency in hours as an integer value. For example, 1, 2, 3 but not 1.5 or 1.75.

Hevo fetches all the objects in Full Load mode in each run of the Pipeline.


Schema and Primary keys

Hevo uses the following schema to upload the records in the Destination database:


Data Model

The following is the list of tables (objects) that are created at the Destination when you run the Pipeline:

Object Description
Box Comments Contains details of the comments associated with a pipeline box. Pipelines are a core data object in Streak. Read List all Pipelines to know more.
Box Meetings Contains details of the call logs or meetings associated with a pipeline box.
Box Tasks Contains details of the various activities associated with a pipeline box. For example, product demo, onboarding, and meetings for a potential customer.
Box Threads Contains the list of replies associated with the emails of a particular pipeline box.
Pipeline Boxes Contains details of the potential customers, opportunities, accounts, candidates, or support tickets that you are tracking using Streak.
Pipeline Fields Contains details of the custom columns that you add to track details about boxes in a pipeline.
Pipelines Contains the list of boxes, the stages of your business process they currently are in, and the columns that are used to track details of these boxes.
Snippets Contains details of an email content that can be reused in the future.
Teams Contains details of all the groups of users in your organization.

Source Considerations

  • Pagination: Each API response for a Streak object fetches one page with up to 100 records.

  • Rate Limit: Streak imposes a limit of 10 API calls per second to ensure that their system remains stable for usage by all users. Read API Rate Limits to configure a suitable ingestion frequency for your Pipeline.


Limitations

  • Hevo currently does not support deletes. Therefore, any data deleted in the Source may continue to exist in the Destination.

  • You cannot specify a duration for loading the historical data. Hevo loads the entire data in your Streak extension.

  • Due to schema limitations, Hevo does not support the Pipeline Stages object. But, the data for this object is ingested along with the Pipelines object. So, if the you load the Pipelines object, then data for Pipeline Stages object is also loaded in the same schema as that of Pipeline object.


Revision History

Refer to the following table for the list of key updates made to this page:

Date Release Description of Change
Dec-19-2022 2.04 New document.

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