3CX Streak CRM for Gmail Integration
Transform your Gmail workflow with Aatrox’s 3CX Streak CRM for Gmail integration, syncing email-based pipelines with seamless calls to nurture leads and close deals effortlessly.
3CX + Streak CRM for Gmail Integration
About
Streak CRM for Gmail
Streak CRM for Gmail is a unique, cloud-based platform embedded directly within Gmail, trusted by over 750,000 users for managing sales, support, and project pipelines. Designed for freelancers, startups, and small teams, it offers customizable pipelines, email tracking, mail merge, task management, and team collaboration tools, all without leaving your inbox. Streak’s intuitive interface, Chrome extension, and integrations with Google Workspace, Zapier, and Slack streamline workflows, reducing app-switching. With affordable plans and a free tier, Streak empowers users to manage relationships and projects efficiently, making it ideal for Gmail-centric businesses.
Why Integrate Streak CRM for Gmail with 3CX?
Picture a call where your Gmail inbox reveals a lead’s email history and pipeline stage instantly, right as you answer. That’s the strength of integrating Streak CRM for Gmail with the 3CX Phone System. This integration ties Streak’s email-driven CRM to 3CX’s robust VoIP, delivering real-time pipeline data during calls to enhance personalization and speed up conversions. It’s about keeping your inbox as your command center, saving time, and building stronger relationships. For a more traditional CRM, explore our 3CX Insightly CRM Integration.
Inbox-Centric Efficiency:
Sync contacts and log calls directly in Gmail’s Streak pipelines.
Personalized Outreach:
Access email and pipeline insights during calls for targeted interactions.
Unified Workflow:
Centralize call and chat data in Streak for seamless tracking.
Ideal for Gmail Users:
Scales for freelancers or teams managing deals in their inbox.
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How Aatrox Makes It Happen
At Aatrox Communications, we’re passionate about simplifying your Gmail-based workflows. We offer custom Local (hosted locally) Streak CRM for Gmail integration with 3CX, supporting secure on-premise or cloud setups to match your needs. Our team manages the entire process—assessing your requirements, configuring APIs, and testing for flawless performance—so you can focus on emails and calls, not tech headaches. With Aatrox, you get a partner who keeps your inbox and phone in perfect sync. Discover more solutions on our 3CX CRM Integrations page.
Here’s how we do it:
Analyze your Streak and Gmail setup for tailored integration.
Build secure API connections between Streak CRM and 3CX.
Test thoroughly for a smooth, inbox-friendly experience.
Provide ongoing support to maintain effortless performance.
CRM Features
Features of 3CX Streak CRM for Gmail Integration
Contact Synchronization:
Automatically sync Streak CRM contacts with 3CX, displaying caller names on your phone for inbound and outbound calls.
Contact Lookup:
Search Streak contacts by phone number during calls, with options to add them to 3CX for quick access.
Call Pop:
Generate unique URLs for each Streak contact, allowing your team to instantly access pipeline or email details in Gmail with one click.
Call Journaling:
Log call details into Streak as notes or in a designated pipeline section, supporting four call types:
- Answered Inbound: Records answered calls with timestamps and team notes.
- Unanswered Inbound: Tracks missed calls for prompt follow-ups.
- Answered Outbound: Logs outbound calls with duration and outcomes.
- Unanswered Outbound: Captures attempted calls for better pipeline management.
Chat Journaling:
Push Facebook, website, SMS, and WhatsApp for Business chats into Streak, centralizing all interactions within Gmail.
Click to Call:
Initiate calls directly from Streak in Gmail using TEL links, streamlining outreach efforts.
Call Recording:
Record calls and access them via a secure link for future reference, stored in Streak for easy retrieval.
AI Transcription and Summarization:
Use AI to transcribe and summarize calls, storing transcriptions and summaries in Streak for reference and compliance.
*AI transcription and summarization available exclusively with an Enterprise 3CX license.
Case Study
Supercharging Sales for a Freelance Agency
A freelance marketing agency struggled with tracking leads across scattered emails, missing key follow-ups. Aatrox implemented a 3CX Streak CRM for Gmail integration, syncing contacts in real-time, logging calls into Streak pipelines, and embedding chats within Gmail. The result? A 50% increase in follow-up efficiency, a 30% boost in client conversions, and a streamlined workflow that kept everything in their inbox. Our custom solution, with local hosting options, let the agency focus on growth while we handled the tech. See how we supported a service business with our 3CX Less Annoying CRM Integration.
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Explore More CRM Integrations
Ready to power up your business with more CRM integrations? Aatrox offers tailored 3CX solutions for various needs:
- 3CX Nimble CRM Integration: AI-powered lead prospecting for relationship-focused teams.
- 3CX Monday CRM Integration: Customizable pipelines for dynamic sales automation.
- 3CX Condat CRM Integration: Specialized tools for education and migration agencies.
- 3CX HotDoc Integration: Patient engagement for healthcare practices.
- 3CX Zammad CRM Integration: Open-source multi-channel support for helpdesks.
- 3CX Vtiger Integration: Sales and marketing automation for growing businesses. For reliable system support, check out our 3CX Hosted Solutions to keep operations smooth.
FAQ
About 3CX Streak CRM integration
It’s a seamless connection between Streak’s Gmail-based CRM and 3CX, enabling contact syncing, call logging, and pipeline access directly in your inbox.
It streamlines lead tracking by syncing calls with Streak pipelines, offering email and deal insights during calls to boost conversions by up to 50%.
Yes, it enhances email tracking by logging calls and chats into Streak, linking them to email threads for a complete interaction history in Gmail.
Absolutely, Aatrox offers custom on-premise hosting for secure setups, aligning with Streak’s cloud-based Gmail integration.
AI transcribes and summarizes calls, storing them in Streak for compliance, with links to pipeline stages, requiring an Enterprise 3CX license.
Yes, its simplicity and Gmail integration make it perfect for freelancers, with quick setup and affordable plans to manage deals efficiently.