As a seasoned freelance reporter, I comprehend the difficulties of handling tasks. How To Import Basecamp Tasks To Streak Crm Via Api …tracking leads, and nurturing client relationships. Over the years, I’ve explore numerous tools to simplify my workflow and enhance efficiency. One tool that has genuinely changed my hiring process. In this post, I will look into the advantages of using for self-employed journalism, explore its features in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be revealing you how to use How To Import Basecamp Tasks To Streak Crm Via Api for your consumer relations collaboration interaction and much more so let’s get into it first of all you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete novice it will help you tailor a best procedure for your team and you will have the ability to get your work done now let’s actually enter the procedure now is offered as an extension and it’s completely complimentary so when you get to the site you’ll get this alternative here which is contribute to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on ADD extension and your extension will be added alright it’s done and now it is adding to Gmail and it will take me straight to my Gmail account so here we are inside our Gmail and now you can see at the top we have streak and it’s asking me to sign into my Google account so I’ll merely check in ensure to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click permit after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our brand-new dashboard for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus on top and you will offer your stage a name let’s state that you in fact wanted to develop another um you understand phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact select various colors for each of the stages but I believe all of these are really currently developed so this is really pretty excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo here and then we have negotiating with negotiating I can choose like in progress or something and now you can see these are my phases then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click on this plus here and we have totally free type a date check box drop down General email email tracking task calls and meetings so I do not see anything for the course and conferences here so I’m gon na go here and we have call log account last call log and more so I’m gon na go with this one here this is the field that was really missing out on and I’ll in fact reorganize and put the notes here fine e-mail thread count close date okay company’s size offer size and Company size all right let’s get rid of the business size and I’m gon na in fact find something else within the general where we have actually produced by date developed fans and more so I actually wish to go for the created.
by or perhaps the followers because I wish to keep track of my staff member that are really following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of options readily available within streak is actually among the most convenient and among the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my job once again if I didn’t wish to choose these sales if I made with tasks then I can opt for the job stages right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise give it different different colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search financier fundraising others property assistance and customized So within our support you can see we have actually incoming assigned dealing with resolved and sound this is actually pretty good and we also have customized where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click create now it will simply take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can really click on this fall and we have handle stage or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click enter so now you can see we have one lead produced let’s state that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a contacted as well there’s one negotiating so I’ll just simply click brand-new now once you produce a lead we can in fact click on this link and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed remember and after that we have welcome colleagues so from here I can welcome the staff member we have add columns we have emails files and comments you can change to the e-mails and it will show you the emails that you got in files we can even submit files and after that we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your once you’re made with this you can really click on go into and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these stages Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for alerts for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and create our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our basic Gmail really quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge e-mail and with combine email what takes place is I can actually create a follow-up emails and various storage e-mails here and we have active instructs so utilizing is really simple you can get started totally free by just adding the integration and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As an independent journalist, I have actually worked with various customers, managed numerous jobs all at once, and maintained a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to simplify my operations.
In my mission for a service, I explored numerous platforms but discovered them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for freelance journalists who greatly count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your emails easily, providing you a clear overview of your communications with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it simple to keep track of the progress and manage of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from list building to project conclusion.
You can classify contacts, develop custom-made stages, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates collaboration by allowing you to share pipelines and interact with team members within the platform.
You can designate jobs, share essential emails, and work together in real-time, improving efficiency and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can develop templates for common email responses, schedule follow-ups, and set up reminders, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and extensive designer documentation, making it simple to integrate with other tools and build custom services.
This flexibility permits self-employed reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application development tasks, from ideation to deployment.
You can produce customized phases for various advancement stages, assign jobs to team members, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly functions, minimizing the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more inexpensive solution, specifically for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
offers a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email communication.
As an independent reporter, managing your hiring procedure and client relationships is critical to your success. deals a instinctive and inexpensive service that effortlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.