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How to connect Contacts+ and Streak
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Streak will be your first step. To do this, click "Choose an app," find Contacts+ or Streak, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+, 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 Contacts+ and Streak integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and Streak
Contacts+ + Streak + Slack: When a new contact is created in Contacts+, a new lead (Box) is created in Streak, and a notification is sent to a Slack channel informing the sales team of the new lead.
Streak + Contacts+ + Gmail: When a deal (Box) reaches a new stage in Streak, the associated contact in Contacts+ is emailed through Gmail using a predefined template.
Contacts+ and Streak integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ and Streak
How can I connect my Contacts+ account to Streak using Latenode?
To connect your Contacts+ account to Streak on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Streak accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Streak when a Contacts+ contact is updated?
Yes, you can! Latenode's real-time triggers ensure your Streak data stays current with Contacts+ updates, eliminating manual data entry and ensuring accurate sales pipelines.
What types of tasks can I perform by integrating Contacts+ with Streak?
Integrating Contacts+ with Streak allows you to perform various tasks, including:
- Create new Streak boxes from new Contacts+ contacts.
- Update contact information in Streak when Contacts+ is updated.
- Add notes to Streak boxes based on Contacts+ contact activity.
- Sync contact tags between Contacts+ and Streak automatically.
- Trigger personalized email campaigns in Streak upon Contacts+ contact creation.
Can I use JavaScript to transform data between Contacts+ and Streak?
Yes! Latenode lets you use JavaScript code blocks to customize data transformations, handling complex field mappings and data formatting with ease.
Are there any limitations to the Contacts+ and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Bulk data synchronization may require optimized workflow design for performance.
- Custom field mappings beyond common fields may require JavaScript code.
- Integration relies on the availability and stability of Contacts+ and Streak APIs.
