Other
Streak turns Gmail itself into a CRM — deals, contacts, and pipeline stages live next to your inbox instead of in a separate app, and emails get logged to the right record automatically. Connected to Neotask, you can ask about a deal's current stage, get a summary of what's been said in a thread, or have a note or task attached to a record without leaving the conversation to go dig through Streak's UI.
| Streak | Users can track deals, contacts, and pipeline stages inside Gmail, with emails automatically logged to the right record and notes or tasks attached to ongoing conversations. |
Ask what stage a specific deal is in and what was last discussed; the agent pulls the pipeline record and the logged email history for that contact.
After deciding on a follow-up action, tell Neotask to attach it as a task to the relevant Streak record so it does not get lost in the inbox.
Yes — that behavior is native to Streak inside Gmail; Neotask reads and updates the pipeline and record data around it.
Yes — tell it the new stage for a deal and it updates the pipeline record directly.