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How to use Streak CRM in Gmail & Google Workspace, Sheet, Calendar 2026 Easily

By Impran M N

Streak CRM brings pipeline tracking directly into your Gmail inbox, so you can manage sales, hiring, or support without switching between tabs. This guide covers installing Streak and using its core features across Gmail, Sheets, and Calendar.

01Install and set up Streak in Gmail

Add the Streak Chrome extension and connect it to your Gmail account to begin tracking emails and building pipelines.

02Create custom pipelines

Set up pipelines tailored to your workflow, whether that's sales, hiring, project management, or customer support tickets.

03Track emails automatically

Streak links relevant email threads to pipeline entries automatically, keeping your conversation history tied to each deal or contact.

04Use Google Calendar for tasks and reminders

Connect Streak with your Calendar to schedule follow-ups and reminders tied directly to pipeline stages.

05Export data to Google Sheets

Pull pipeline data into Sheets for reporting or deeper analysis, and collaborate with team members directly inside your inbox.

FAQ

Frequently asked questions

Is Streak CRM free to use with Gmail?

Streak offers a free tier with basic features, along with paid plans that unlock more advanced pipeline and automation capabilities.

Can multiple team members collaborate on the same Streak pipeline?

Yes, Streak supports team collaboration, letting multiple users view and update shared pipelines from within their own inbox.

Does Streak work on mobile as well as desktop Gmail?

Streak is primarily built as a browser extension for desktop Gmail, with more limited functionality available on mobile.

What is mail merge used for in Streak?

Mail merge lets you send personalized bulk emails to multiple pipeline contacts at once while still tracking opens and replies individually.

Watch the full walkthrough

The same steps, demonstrated on screen from start to finish.