Streak Classes:
Live with experts

In this recurring class (offered multiple times each week) we'll walk you through how to import from spreadsheets, CRMs, or lead lists and get set up the right way. Pick the date and time that work best for you!

Now that you've imported your data into your first pipeline and are thinking "what now?!". In this class we'll walk you through the 7 features our teams find most valuable at this stage.

We'll chat about how you can use the newly updated (!) Streak exporter to get your pipeline data, your team's tasks and interactions, and more out of Streak with custom filters and specific date ranges.

In this class we'll walk you through how you can use Zapier and Docusign to add document management and e-signature processing to the suite of Streak features.

Save time, never miss a follow up, and close those deals - let’s learn how to automate your outreach and track your responses in Streak!

In this class we'll teach you how you can easily use Zapier in order to create a simple round robin assignment process in your pipeline.

We'll walk you through how to create a mass email that pulls variables from your pipelines to compose and send hyper-customized emails in bulk.

Let's cover the basics! If you're just starting out with Streak, we'll cover the first few things to get your process off the ground in this session.

In this class we'll cover how to automate your process & pipeline so you never miss following up on a deal again. Tasks, Saved Views, Native Automations and much more!

I've got all of this data in Streak... now what?! Learn how to create and customize reports that pinpoint the most important metrics for your business.

Let's cover the basics! If you're just starting out with Streak, we'll show you how to import your data and set up your first pipeline.

Now that you have your first pipeline, we'll cover the first few things to get your process off the ground in this session.

We will guide you through how to make sure your Calendly, Google Form, Typeform and other form provider data easily flows into Streak using our native Integrations and Automations. Lead how to capture and action on leads right from your Gmail inbox!

Formulas are the secret to smarter workflows in Streak. In this session, we’ll show you how to use them in automations and integrations to save time and boost efficiency.

Finding and managing leads on LinkedIn is easier when everything lives in one place - your inbox. In this session, we’ll show you how to capture LinkedIn prospects and turn them into contacts in Streak.

In this class we'll cover all things AI inside of Streak: AI Pipeline generator, AI Action steps, Ask a box a question, AI Deal Summaries, AI formula writer & more!

I've got all of this data in Streak... now what?! Learn how to create and customize reports that pinpoint the most important metrics for your business.

Running influencer programs means juggling creators, campaigns, and client updates. In this session, we’ll show you how to manage it all in Streak—right from your inbox.