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Gmail CRM Integration

Turn Every Call Into A Streak Pipeline Box

Marlie AI answers your calls, qualifies the lead, and creates Streak Boxes in the right pipeline and stage — so the CRM that lives in your inbox actually reflects your phone activity.

Phone coverage for teams running their CRM inside Gmail

Phone coverage for teams running their CRM inside Gmail

Streak's superpower is that it lives where you already work — Gmail. The trade-off is that calls are usually a separate world. They happen on a phone, not in a thread, and most never make it into a Streak Box. Pipelines drift out of sync within a week.

Marlie AI fixes that. Every inbound call is answered, qualified, and pushed into Streak as a Box in the right pipeline and stage, with notes, transcript, and recording link attached. Your existing pipeline views, magic columns, and Streak workflows stay accurate without anyone leaving Gmail.

What You Get with Marlie + Streak

Everything you need to connect your phone calls with Streak — fully automated, zero manual work.

Auto-Create Streak Boxes

Every inbound caller creates a Streak Box in the right pipeline and stage with name, phone, email, and qualifying data pre-filled.

Pipeline & Stage Routing

Different call intents land in different Streak pipelines or stages — sales, hiring, support — based on your routing rules.

Call Notes On The Box

Every call is appended to the Streak Box as a comment with summary, transcript, and a link to the recording.

Custom Field Mapping

Map qualifying answers — service, budget, urgency — into Streak custom fields and magic columns for clean reporting.

Smart Deduplication

Returning callers update the existing Streak Box instead of creating duplicates, preserving pipeline history.

Real-Time Sync

New Boxes and updates appear in Streak within seconds of the call ending — your inbox CRM is always current.

How It Works

Get up and running with Streak in minutes — no coding required.

1

Connect Streak

Authenticate Streak from the Marlie dashboard with your API key. Works with Streak Pro, Enterprise, and team accounts.

2

Pick Pipeline & Stages

Choose which Streak pipeline new Boxes land in, the starting stage, and how custom fields map to call data.

3

Marlie Answers & Qualifies

Every inbound call is answered 24/7. Marlie runs your qualification flow and detects deal intent.

4

Streak Stays Current

New Boxes and call notes appear in Streak in real time. Your existing magic columns and workflows continue firing.

Built for Real Scenarios

See how businesses use Marlie + Streak to capture more leads and streamline operations.

Solo Founders Selling From Gmail

Scenario

A founder runs sales from Streak in Gmail and can't take every inbound call.

Outcome

Marlie answers, qualifies the lead, and creates a Streak Box so the founder opens Gmail to a clean pipeline of warm follow-ups.

Recruiting Pipelines

Scenario

A recruiter manages candidates in a Streak pipeline and gets phone calls from applicants at all hours.

Outcome

Marlie qualifies the candidate, captures basic info, and creates a Streak Box at the Screening stage with notes ready for review.

Agency Sales Pipelines

Scenario

A consulting agency uses Streak to manage prospects from outreach through close.

Outcome

Inbound discovery calls become Boxes in the right Streak stage with intent, budget, and timeline captured — partners see deal flow in real time.

Frequently Asked Questions

Common questions about the Marlie AI + Streak integration.

How does Marlie connect to Streak?

Marlie uses the Streak API. You paste your Streak API key into the Marlie dashboard, pick the pipeline, and Marlie can read pipelines and write Boxes and notes back.

Which Streak plans are supported?

Streak Pro, Enterprise, and any plan with API access and pipeline automation are supported.

Can Marlie create Boxes in multiple Streak pipelines?

Yes. Route different call intents — sales, support, recruiting — to different Streak pipelines, each with its own stage and field mapping.

Will Marlie create duplicate Boxes?

No. Marlie matches callers to existing Boxes by phone and email and updates the existing Box with a new call note instead.

Can Marlie populate Streak custom fields and magic columns?

Yes. Map any call data point to any Streak custom field or magic column from the Marlie dashboard — your existing views just keep working.

Are call recordings stored in Streak?

Transcripts and summaries are written to the Streak Box as comments. Full recordings stay in Marlie and are linked from the comment.

Ready to connect Marlie AI with Streak?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

What Our Customers Say

“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”

Texas de Brazil Steakhouse

“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”

Burning Rice Restaurant

“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”

SoHo Driving School

“Marlie has become an essential part of our customer service strategy across all our places.”

Weiman Maclise Restaurant Group

“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”

Restaurant Powered by Shopify
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    Marlie AI + Streak Integration | AI Phone Coverage For Gmail-Based CRM