Integration · Zoom Phone to Streak

Streak and Zoom Phone integration

We connect Zoom Phone to Streak so every call, outcome and follow-up lands on the right contact. It is a one-time setup by our team, not a monthly middleware subscription.

  • From $100, one-time setup
  • No monthly fees from us
  • Tested on your own calls before go-live
Get a written scope
Zoom Phone Streak

One call ends in Zoom Phone. In Streak:

  1. Call logged on the contactLength, direction and the rep who took it
  2. Recording attachedLinked from the note on the box
  3. Outcome moves the boxThe stage or field you choose
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

What we connect between Zoom Phone and Streak

A typical setup. We adjust each line to how your team uses Zoom Phone and Streak.

When this happensThis is what you get
A call endsA note on the box on the matching contact, owned by the right Streak user
The call recordingAttached to that note on the box
The call outcomeThe box stage or a contact field you choose
A missed call or voicemailA follow-up task for the contact owner
A text messageA note on the contact
A caller who is not in Streak yetA new contact, checked against existing records first

Field mapping, event by event

Each Zoom Phone event and exactly what it writes in Streak. Pick an event to see its fields.

1. Trigger · Zoom Phone When a call ends Every call made or received in Zoom Phone
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 Date time15 Sep, 4:00 pm Shown in your time zone
Call length Call length3 min 04 s Stored the way Streak expects
Direction Call directionInbound Inbound or outbound
Call outcome ResultInterested Matched to your own list of outcomes
Recording Call recordingPlayable audio Added once the file is ready
Contact Matched by phone number+1 415 555 0142 A new contact is created only if none match
1. Trigger · Zoom Phone When an outcome is set A rep marks how the call went
2. Action · Streak Update the box In Streak — Moves one record, not all of them
Streak field Mapped from What happens
Which box Most recent open boxNorthwind — 12 seats On the matching contact, owned by the rep on the call
Stage ResultInterested Looked up in the outcome-to-stage list we agree with you
1. Trigger · Zoom Phone When a voicemail is left Nobody picked up in time
2. Action · Streak Create a task In Streak, for the contact owner — A call-back nobody forgets
Streak field Mapped from What happens
Title Caller number+1 415 555 0142 “Call back” plus the contact name, or the number if unknown
Due Your follow-up windowWithin 1 hour Set to how fast your team calls back
Assigned to Contact ownerMaria Lopez Falls back to the rep who was on the line

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 Zoom Phone calls Your team builds and maintains every step
Where it runs In your own Zoom Phone 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 Zoom Phone and Streak setups usually go wrong

Busy calling days

A busy team can send a lot of updates at once. We pace them so Streak accepts every one, even on your busiest days.

Phone numbers written two ways

Zoom Phone and Streak often store numbers in different formats. Left alone, a caller who already exists becomes a second contact. We match on a cleaned-up number before anything is created.

Reps matched to Streak users

If a Zoom Phone user is not matched to a Streak user, calls log without an owner. We match every rep before go-live.

Updating the right box

An outcome has to change one box, not every box on the record. We agree the rule with you before we build.

How we set it up

  1. 1

    Tell us what should connect

    Which calls, outcomes and follow-ups should reach Streak. You get a written scope with a fixed one-time price.

  2. 2

    Give us access

    Admin access to Zoom Phone and Streak for the setup. Nothing for you to install, and no new subscription to start.

  3. 3

    We build and test

    We connect the two tools, map every detail and test it with real calls before your team relies on it.

  4. 4

    Handover

    You get a short document of what is connected and how it behaves. It runs in your own accounts, with no monthly fee from us.

Agents on headsets working at their desks
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 Zoom Phone 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.

Get a written scope

Tell us what should happen in Streak when a call ends. We reply within 2 working days.

Questions about Zoom Phone and Streak

Is there a monthly fee?

No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us, so the cost does not grow as your team makes more calls.

Is Web Repay a middleware?

No. We are an integration team: we plan the connection between Zoom Phone and Streak, set it up, test it on your calls and hand it over. Where a small connector layer is the most reliable route, we say so in your written scope and choose the option with the lowest running cost.

What can you connect between Zoom Phone and Streak?

A call ends, the call recording, the call outcome, a missed call or voicemail, each mapped to the right contact and box in Streak. We confirm the exact list in your scope.

How long does it take?

You get a written scope and a fixed price within 2 working days. Most setups are built and tested within 5 to 10 working days of getting access.

What do you need from us?

Admin access to Zoom Phone and Streak during the setup, and a short call to agree what should happen. You can remove our access once it is handed over.

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Rather talk it through?

Thirty minutes on how your team uses Zoom Phone and Streak. You leave knowing what we would build and what it would cost.

Call +91 82857 48750
Person working on a laptop by an office window
Call ended03:04 · inbound Box updatedStage set from the call outcome Call-back taskAssigned to the contact owner