Streak

Connect your SegMetrics account to Streak and pull in all of your historical leads and deal data. You can then use that data to create reports inside SegMetrics. To connect your data:

1. Head over to the Integrations page in your SegMetrics account
2. Click on the Streak integration

Note: You can connect to a single CRM or Email tool at a time. If you've already connected to a CRM or email tool, you'll need to disconnect from that tool in order to integrate with Streak.

1. Enter your Streak API Key
2. Click Connect Streak

Once integrated, SegMetrics imports all historical contact and deal information from your Streak pipelines.

Historical Data Sync

When you connect a new Streak data source, all historical data from your Streak account is synced.

Pro Tip: Once your Streak Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical Streak data in your SegMetrics reports.

How to Use Streak Data in SegMetrics Reports

Now that you have Streak connected to your SegMetrics account, you can start running reports and using Streak data to filter and segment.

Report Types Available:

• Acquisition tracks newly created contacts
• Nurture tracks contacts who received tags or list additions
• Engagement tracks contacts who visited pages or engaged with emails
• Orders tracks contacts who made purchases
• Subscriptions tracks contacts who started subscriptions
• Deals tracks deal progression and pipeline activity

Available Data Filters:

• Contacts data - Filter by contact information and attributes
• Deal data - Filter by deal name, pipeline name, pipeline stage name, and more

Frequently Asked Questions

Q: What time zone is Streak data synced in?

A: Streak data is synced in UTC. SegMetrics reports on your data based on the timezone that you set in your Account Settings.

Q: Do I need the tracking pixel to get the data found in my Streak account?

A: You do not need to create a Tracking Link for SegMetrics to track website visitors, it will still gather the UTM data. Tracking Links provide a simple way to get further detail of exactly which link they clicked for ads, email broadcasts, or campaigns.

Q: Can I connect multiple CRMs at the same time?

A: No, you can only connect to a single CRM or Email tool at a time. If you want to switch to Streak, you'll need to disconnect from your current CRM first.

Q: What data gets imported from Streak?

A: SegMetrics imports all historical contact and deal information from your Streak pipelines, including deal names, pipeline names, pipeline stages, and contact details.

Q: How often does SegMetrics sync with Streak?

A: Once connected, SegMetrics continuously syncs data from Streak and stores it in our database, allowing you to accumulate more historical data over time for better reporting.