Manage Streak CRM via WhatsApp using GPT‑4.1 and Gemini

Go to Workflow
0 views
Built by Shadrack Shadrack
Created on June 05, 2026

Description

How it works
This AI agent manages your Streak CRM via WhatsApp. Send messages to create contacts, add boxes to pipelines, update stages, link contacts to boxes, and retrieve information, add and get tasks all through natural conversation.

Setup steps

Connect your Streak API credentials (Basic Auth)
Configure WhatsApp Business integration
Add your Streak pipeline keys to the workflow
Test with a simple command like "create contact John Doe"

Customization tips

Add custom Streak fields to the AI's tool descriptions
Modify pipeline stages to match your workflow
Adjust AI prompts to recognize your team's terminology
Enable additional Streak operations (comments, tasks, files)

The agent worked perfectly when you give it access to streak API documentation, to attain even more complex tasks

Nodes Used (7)

AI Agent
@n8n/n8n-nodes-langchain.agent
Google Gemini Chat Model
@n8n/n8n-nodes-langchain.lmChatGoogleGemini
HTTP Request
n8n-nodes-base.httpRequest
OpenAI
@n8n/n8n-nodes-langchain.openAi
OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi
Simple Memory
@n8n/n8n-nodes-langchain.memoryBufferWindow
WhatsApp Business Cloud
n8n-nodes-base.whatsApp