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How to connect CloudTalk and Streak
Create a New Scenario to Connect CloudTalk and Streak
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a CloudTalk, triggered by another scenario, or executed manually (for testing purposes). In most cases, CloudTalk or Streak will be your first step. To do this, click "Choose an app," find CloudTalk or Streak, and select the appropriate trigger to start the scenario.
Add the CloudTalk Node
Select the CloudTalk node from the app selection panel on the right.
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Configure the CloudTalk
Click on the CloudTalk node to configure it. You can modify the CloudTalk URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Streak Node
Next, click the plus (+) icon on the CloudTalk node, select Streak from the list of available apps, and choose the action you need from the list of nodes within Streak.
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Authenticate Streak
Now, click the Streak node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streak settings. Authentication allows you to use Streak through Latenode.
Configure the CloudTalk and Streak Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the CloudTalk and Streak Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring CloudTalk, Streak, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the CloudTalk and Streak integration works as expected. Depending on your setup, data should flow between CloudTalk and Streak (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect CloudTalk and Streak
CloudTalk + Streak + Slack: When a new call is registered in CloudTalk, a task is created in Streak to follow up on the call, and a Slack message is sent to notify the sales team.
Streak + CloudTalk + Google Sheets: When a box (deal) changes stage in Streak, update a contact in CloudTalk and log the update in Google Sheets for tracking.
CloudTalk and Streak integration alternatives
About CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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About Streak
Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.
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See how Latenode works
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FAQ CloudTalk and Streak
How can I connect my CloudTalk account to Streak using Latenode?
To connect your CloudTalk account to Streak on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select CloudTalk and click on "Connect".
- Authenticate your CloudTalk and Streak accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Streak boxes from CloudTalk calls?
Yes, with Latenode you can! Automate box creation and link call details using our visual builder and code blocks. Scale your sales processes with ease and precise data handling.
What types of tasks can I perform by integrating CloudTalk with Streak?
Integrating CloudTalk with Streak allows you to perform various tasks, including:
- Automatically creating new Streak boxes for new CloudTalk callers.
- Logging CloudTalk call details directly into existing Streak boxes.
- Updating deal stages in Streak based on CloudTalk call outcomes.
- Triggering CloudTalk callbacks based on changes in Streak.
- Sending SMS via CloudTalk when a Streak deal reaches a specific stage.
HowsecureistheCloudTalkintegrationwithStreakonLatenode?
Latenode uses industry-standard security protocols to ensure data privacy. You control access and permissions for a secure workflow automation experience.
Are there any limitations to the CloudTalk and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical CloudTalk data prior to integration setup may not be automatically synced.
- Complex conditional logic might require custom JavaScript within Latenode.
- Real-time data synchronization depends on the API rate limits of both CloudTalk and Streak.
