Matching a caller to a box
Streak organises by email and boxes, not phone numbers. We set up a reliable way to match callers, usually a phone field on each box.
Integration · Retell AI to Streak
Retell AI and Streak integration
Streak keeps your pipeline inside Gmail. Retell AI answers and places calls with a voice agent. We connect them so every AI call lands on the right Streak box, next to the email thread, and moves the box on when it should. One-time setup, no monthly fee from us.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
Retell AI
Streak
One call ends in Retell AI. In Streak:
- Retell AI handles a callAnswering or calling out
- Added to the Streak boxSummary and transcript link
- Stage and fields updatedVisible right in Gmail
- One-time setup
- From $100
- Monthly fee from us
- $0
- Working days to a written scope
- 2
- Working days to build and test
- 5–10
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
Your pipeline lives in your inbox, so should your calls
Teams choose Streak because they do not want another system: deals are boxes, stages are columns, and everything sits next to the emails. Phone calls are the gap. A voice agent can take dozens of calls a day, and none of it shows up where you work.
We connect Retell to your Streak pipelines so each call becomes part of the box: a comment with the summary, the transcript linked, and the fields the agent collected filled in. When a call qualifies someone, the box moves stage. When a new caller rings, a box is created in the right pipeline. You see it all without leaving Gmail.
- Small agencies and consultanciesEnquiry calls answered by the agent and filed in the sales pipeline.
- Recruiting and partnershipsScreening calls summarised on the candidate or partner box.
- Founder-led salesCalls handled while you are busy, waiting in Gmail when you get back.
What we connect between Retell AI and Streak
A typical setup. We adjust each line to how your team uses Retell AI and Streak.
When this happensThis is what you get
A Retell AI call endsA comment on the matching Streak box, with the summary
The transcriptLinked from the comment
Answers the agent collectedStreak box fields filled in, such as budget or timeline
A qualified callerThe box moved to the agreed stage
A new callerA new box in the right pipeline, checked for existing contacts first
Field mapping, event by event
Each Retell AI event and exactly what it writes in Streak. Pick an event to see its fields.
1. Trigger · Retell AI
When an AI call ends
Every call made or received in Retell AI
2. Action · Streak
Log the note on the box
In Streak, on the contact — Where your team already works
Streak field
Mapped from
What happens
Activity date
Start timestamp15 Sep, 4:00 pm
Shown in your time zone
Start timestamp15 Sep, 4:00 pm
Shown in your time zone
Call length
Duration ms3 min 04 s
Stored the way Streak expects
Duration ms3 min 04 s
Stored the way Streak expects
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Summary and transcript
TranscriptWants a demo next week
Saved as note text
TranscriptWants a demo next week
Saved as note text
Owner
Agent idMaria Lopez
Matched to the same person in Streak
Agent idMaria Lopez
Matched to the same person in Streak
Contact
Matched by phone number+1 415 555 0142
A new contact is created only if none match
1. Trigger · Retell AI
When the call summary is ready
Transcript and summary are finished
2. Action · Streak
Save a note
In Streak, on the contact — Readable by anyone who opens the record
Streak field
Mapped from
What happens
Transcript
TranscriptAgent: Hi, this is…
Below the summary
TranscriptAgent: Hi, this is…
Below the summary
Contact
Same match as the call+1 415 555 0142
Linked to the same record as the call
Sample values are made up. The exact fields are agreed with you in your scope.
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Web Repay integration setup
Middleware subscription
What you pay
One-time setup, from $100 (one-off)
A monthly plan, often priced by tasks or operations
As call volume grows
The same price, no per-task charges
Costs rise with every call that syncs
Who builds and tests it
We do, on your own Retell AI calls
Your team builds and maintains every step
Where it runs
In your own Retell AI and Streak accounts, documented
Inside the middleware vendor’s platform
When something changes
Additional support as needed, when you request it
Your team fixes the broken steps
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Where Retell AI and Streak setups usually go wrong
Which pipeline
Many Streak users run several pipelines. We agree which calls go where.
Shared with the team
Comments and boxes are visible to whoever the pipeline is shared with. We check that is right for call details.
What the agent passes in and out
We pass the details the agent needs into the call and bring its answers back into the right fields.
How we set it up
- 1
Agree pipelines and rules
Which pipelines, which fields, and what each call outcome changes. Written scope, fixed one-time price.
- 2
Access
Access to your Streak team and Retell AI.
- 3
Connect and test
We connect them and run test calls through each outcome.
- 4
Handover
A short note of where calls appear and how to change the rules.
Test call passedEvery field in the table checked
LiveWatched for the first week
What it costs
From
$100 one-time setup
Starting price for connecting Retell AI and Streak, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Free download
The integration health check
10 checks to make sure your website, CRM and dialer really are passing information between them.
From the blog
Further reading
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Questions about Retell AI and Streak
Does Streak have its own phone features?
Streak is built around email. Calls from a voice agent need a connection like this to appear on your boxes.
Can I see the calls in Gmail?
Yes. The summary and stage change appear on the Streak box, which you see inside Gmail.
Is there a monthly fee?
Not from us. You pay once for the setup. Retell AI charges for call minutes on its own plan.
Do you build the voice agent?
We can set it up with you, or connect one you already have.
Rather talk it through?
Thirty minutes on how your team uses Retell AI and Streak. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Box moved: QualifiedSummary added
Call-back taskAssigned to the contact owner