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How to connect Cloze and Streak
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Streak will be your first step. To do this, click "Choose an app," find Cloze or Streak, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the Streak Node
Next, click the plus (+) icon on the Cloze 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 Cloze 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 Cloze 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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Streak
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, 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 Cloze and Streak integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and Streak
Streak + Slack: When a deal (Box) changes stages in Streak, a message is posted to a designated Slack channel providing a summary of the deal's progress. This enhances team visibility and keeps everyone informed on deal progression.
Cloze + Streak + Google Sheets: When a person is updated in Cloze, the corresponding contact in Streak is updated. Key metrics from the updated contact are then added to a Google Sheet for reporting purposes.
Cloze and Streak integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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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FAQ Cloze and Streak
How can I connect my Cloze account to Streak using Latenode?
To connect your Cloze account to Streak on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Streak accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Streak boxes from new Cloze opportunities?
Yes! Latenode automates box creation, eliminating manual data entry. Enjoy seamless pipeline updates and better opportunity tracking across Cloze and Streak with automated workflows.
What types of tasks can I perform by integrating Cloze with Streak?
Integrating Cloze with Streak allows you to perform various tasks, including:
- Create new Streak boxes when new opportunities arise in Cloze.
- Update Cloze opportunity stages based on changes in Streak box stages.
- Sync contact information between Cloze people and Streak boxes.
- Automatically log Cloze calls and emails within corresponding Streak boxes.
- Generate reports combining data from both Cloze and Streak.
How secure is my Cloze data when using Latenode integrations?
Latenode uses advanced encryption and security protocols to protect your data during the integration, ensuring confidentiality and compliance.
Are there any limitations to the Cloze and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding.
- Real-time syncing depends on API rate limits of both apps.
- Custom field mappings may need adjustments in advanced scenarios.
