Contacts & Orgs in Streak 🧑‍🧑‍🧒‍🧒🤝

Contacts and Organizations are the foundation of how Streak connects people, companies, and email history—so you always have context, even when multiple teammates are involved. In this session, we’ll break down how Streak models Contacts and Orgs, how they relate to boxes and pipelines, and how to use them to keep records clean and automatically share the right email context across your team.

You’ll learn how to:

• Understand the difference between Contacts/Orgs and Boxes/Pipelines and when to use each
• See how contacts/orgs link to boxes, pipelines, and email threads
• Keep data clean: avoiding duplicates, merging records, and naming conventions
• Use orgs to centralize context across multiple deals/boxes with the same company
• Enable smarter collaboration: ensuring teammates can see relevant email history and context
• Apply best practices for contact capture (manual, from email, and from imports)

Perfect for: teams working accounts with multiple internal stakeholders, or anyone who wants a cleaner CRM database and better shared context in Gmail.