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CRM

Nutshell to Streak CRM integration — real-time, two-way sync

Keep Nutshell and Streak CRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Migrated from Mulesoft
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Migrated from Matillion
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Migrated from Fivetran
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Why teams connect Nutshell and Streak CRM

Run Nutshell and Streak CRM side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Stacksync syncs People, Companies, Activities, Tasks in Nutshell with Custom fields, Pipelines, Boxes, Stages in Streak CRM in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.

Common use cases

  • Mirror tasks and activities into ops tools for cross-team visibility.
  • Sync Nutshell leads into a warehouse or Postgres so small B2B teams can report on pipeline without exports.
  • Hand off closed-won boxes to billing or fulfillment systems and sync status back into the pipeline
  • Keep contacts aligned between Streak and email marketing or enrichment tools

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

Migration with a parallel run

When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.

What you can sync between Nutshell and Streak CRM

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Nutshell objects Streak CRM objects
Tasks Rep to-dos mirrored into external work-management or reporting systems Pipelines Define the process and the custom field schema that boxes in them carry.
Notes Free-text history attached to leads and contacts, replicated for a full timeline Boxes The core record (a deal, hire, or project) tracked through pipeline stages.
Products Line items attached to leads, used to sync sold products into billing Stages Pipeline steps whose transitions are the usual trigger for downstream syncs.
Tags Segmentation labels mapped to lists or filters in downstream tools Contacts People linked to boxes, synced with marketing and support tools.
Users Rep records used to resolve ownership when syncing assignments Organizations Company records associated with contacts and boxes.
Leads Nutshell's deal object; synced as the pipeline record linked to people and companies Tasks To-dos attached to boxes for follow-up tracking.
What ships with Nutshell ⇄ Streak CRM

Connect Nutshell and Streak CRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Nutshell–Streak CRM connection.

Real-time

Two-way sync

Changes in Nutshell or Streak CRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Nutshell or Streak CRM data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Nutshell or Streak CRM record.

Observability

Monitoring

Track your Nutshell ⇄ Streak CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Nutshell and Streak CRM.

How the Nutshell and Streak CRM connectors work

Nutshell

Integration surface
JSON-RPC API over HTTPS; a newer REST API is also offered
Authentication
HTTP Basic with account email and API key
Change detection
webhook subscriptions for record events, with polling as fallback
Capabilities
read · write · webhooks
Rate limits
subject to the platform's API rate limits

Streak CRM

Integration surface
REST API
Authentication
API key issued per user
Change detection
Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; quotas are not prominently published
How it works

How to connect Nutshell to Streak CRM — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Nutshell and Streak CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Nutshell connected
    Streak CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Nutshell and Streak CRM objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Nutshell ⇄ Streak CRM
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Nutshell Streak CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Nutshell and Streak CRM integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Nutshell and Streak CRM.

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