Connect Streak to clariBI with your API key to sync your pipeline boxes, read-only, with auto-generated dashboards next to your business data.
What is Streak?
Streak is a CRM built inside Gmail that organizes deals as boxes moving through the stages of a pipeline.
clariBI reads Streak through its REST API using your own API key: the boxes in the pipeline you choose, with their stage and creation date. Access is read-only, and clariBI never edits a box in your CRM.
How to connect Streak
- Open Data Sources in clariBI. In clariBI, go to Data Sources → Add Data Source, find Streak, and paste your Streak API key (from the Integrations panel in your Streak settings). The key is Fernet-encrypted at rest.
- Choose the pipeline to sync. Enter the pipeline key of the pipeline you want to read. clariBI pulls every box in it, read-only.
- Sync, then get dashboards. clariBI syncs the boxes, preprocesses them, and builds an insights dashboard. Ask "How is the pipeline trending by stage?" and the AI engine queries the synced CRM data alongside your revenue.
What you can analyze
- Boxes created over time
- Boxes count by stage
- New deals per week or month
- Stage distribution across the pipeline
- Pipeline activity lined up with campaigns or releases
- Cross-source: pipeline boxes → closed revenue → forecast
What gets synced
clariBI pulls the boxes in the pipeline you choose through the Streak REST API, lands them as a preprocessed dataset, and refreshes them on your schedule. Access is read-only.
clariBI syncs each box with its name, stage, and creation date, then builds an insights dashboard you can query, extend, or pull into reports.
clariBI only ever reads. It never edits a box or a pipeline in Streak.
Questions across your other data
Once your records are synced, the AI engine can join them to the rest of your business data. A few examples:
| Pairing | Question | How clariBI answers |
|---|---|---|
| Streak × Revenue | "Is our pipeline converting to revenue at the rate we forecast?" | Planner: read box stages from Streak, join to closed revenue by date, and report the conversion gap. |
| Streak × Marketing | "Did the last campaign add boxes to the top of the pipeline?" | Planner: read box creation dates from Streak, align to campaign dates, and flag the lift. |
Frequently asked questions
What do I need to connect Streak?
Your Streak API key (from the Integrations panel in Streak) and the pipeline key of the pipeline you want to read. You paste them into clariBI once; the key is Fernet-encrypted at rest.
Can clariBI change my CRM boxes?
No. The connector only reads the boxes in the pipeline you select. It never edits a box, stage, or pipeline.
Which clariBI plan includes the Streak connector?
Data-source connectors are available on the Trial, Starter, Professional, and Enterprise plans. You can connect it during the free 14-day trial.