As an experienced freelance journalist, I understand the challenges of handling tasks. Airtable Streak Crm Integration …tracking leads, and supporting customer relationships. Throughout the years, I have actually explore different tools to improve my workflow and improve effectiveness. One tool that has actually really changed my hiring process. In this post, I will explore 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 utilize for beginners hey guys welcome back in this video I will be showing you how to utilize Airtable Streak Crm Integration for your consumer relations cooperation interaction and a lot more so let’s get into it firstly you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a total novice it will assist you tailor a best procedure for your team and you will be able to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s entirely totally free so once you get to the website you’ll get this option here which is add 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 contribute 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 directly 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 simply sign in make certain to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently seen all tracked emails and updated reply and then we have this brand-new option which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s in fact do that you will click brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus on top and you will give your stage a name let’s say that you really wanted to create another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact select different colors for each of the stages however I believe all of these are actually already produced so this is really quite impressive what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demo are kind of like the exact same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration here and after that we have working out with negotiating I can choose like in progress or something and now you can see these are my stages then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click on this plus here and we have complimentary kind a date check box fall General e-mail email tracking task calls and conferences so I do not see anything for the course and meetings here so I’m gon na go here and we have call log account last call log and more so I’m gon na choose this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here alright e-mail thread count close date fine business’s size offer size and Business size alright let’s get rid of the company size and I’m gon na in fact find something else within the general where we have actually created by date developed fans and more so I actually wish to opt for the created.
by or perhaps the followers because I wish to track my team members that are actually following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of choices readily available within streak is really among the easiest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my task once again if I didn’t want to go for these sales if I made with projects then I can opt for the project stages right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise provide it various various colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others real estate support and custom-made So within our support you can see we have incoming designated dealing with fixed and noise this is really respectable and we likewise have custom where I can actually start something from the scratch totally according to my service for me we simply have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on develop now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can really click on this drop down and we have manage stage or relabel so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click on go into so now you can see we have actually one lead created let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it new 2 we can really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just merely click on brand-new now once you create a lead we can actually click here and it will now open up the different fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed remember and then we have invite colleagues so from here I can invite the staff member we have add columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even publish files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re made with this you can in fact click get in and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 also uh one more thing with srix on top you will have the ability to see we have personal option we have these 3 dots where we can discover these stages Integrations and automation this is one of the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail really quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what occurs is I can in fact develop a follow-up emails and various storage e-mails here and we have active instructs so using is truly simple you can get going totally free by simply adding the combination and now you know how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it relates to. As a freelance journalist, I’ve dealt with various clients, managed numerous projects at the same time, and preserved a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my mission for an option, I checked out numerous platforms but discovered them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed journalists who heavily rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, offering you a clear overview of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to handle and keep track of the progress of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales process from list building to project conclusion.
You can categorize contacts, produce customized phases, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share important e-mails, and collaborate in real-time, improving performance and ensuring everyone remains on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can develop templates for typical email reactions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and substantial developer paperwork, making it simple to incorporate with other tools and construct customized services.
This flexibility allows independent reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to manage software advancement tasks, from ideation to implementation.
You can develop custom stages for different development phases, appoint tasks to employee, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use functions, reducing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more inexpensive service, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
offers a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on e-mail communication.
As a self-employed reporter, managing your hiring procedure and client relationships is critical to your success. deals a user-friendly and cost effective option that flawlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or content creator, 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 impact of Streak CRM in your freelance journalism undertakings.