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How to connect Instantly and Streak
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Streak will be your first step. To do this, click "Choose an app," find Instantly or Streak, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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 Instantly, 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 Instantly and Streak integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Streak
Instantly + Streak + Slack: When a new lead is created in Instantly, a contact is added to a Streak box, and a notification is sent to a Slack channel to alert the sales team.
Streak + Instantly + Google Sheets: When a Streak box changes stage, this automation retrieves lead details from Instantly and then logs campaign results in a Google Sheet.
Instantly and Streak integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly and Streak
How can I connect my Instantly account to Streak using Latenode?
To connect your Instantly account to Streak on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Streak accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Streak boxes with Instantly campaign data?
Yes, you can! Latenode allows seamless data transfer, updating Streak boxes in real-time with Instantly metrics like replies and meetings scheduled. Improve reporting and sales insights instantly.
What types of tasks can I perform by integrating Instantly with Streak?
Integrating Instantly with Streak allows you to perform various tasks, including:
- Create new Streak boxes from successful Instantly campaign replies.
- Update Streak box stages based on email engagement in Instantly.
- Add notes to Streak boxes with key details from Instantly conversations.
- Trigger Instantly campaigns when a Streak box reaches a specific stage.
- Synchronize contact information between Instantly and Streak automatically.
HowsecureisInstantlydatawhenprocessedviaLatenodeworkflows?
Latenode employs robust security measures, including encryption and access controls, to protect your Instantly data throughout the integration process and in storage.
Are there any limitations to the Instantly and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding in Latenode.
- Real-time synchronization depends on the API rate limits of both apps.
- Custom fields need manual mapping between Instantly and Streak.
