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How to connect LiveChat and Streak
Create a New Scenario to Connect LiveChat 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 LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Streak will be your first step. To do this, click "Choose an app," find LiveChat or Streak, and select the appropriate trigger to start the scenario.
Add the LiveChat Node
Select the LiveChat node from the app selection panel on the right.
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Configure the LiveChat
Click on the LiveChat node to configure it. You can modify the LiveChat 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 LiveChat 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 LiveChat 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 LiveChat 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 LiveChat, 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 LiveChat and Streak integration works as expected. Depending on your setup, data should flow between LiveChat 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 LiveChat and Streak
LiveChat + Streak + Slack: When a new chat starts in LiveChat, search for the contact in Streak. If the contact exists, update the Streak box. Regardless, send a Slack message to the sales team notifying them of the new chat and including relevant details from LiveChat and Streak.
Streak + LiveChat + Google Sheets: When a new box is created in Streak, log the deal information and LiveChat transcript to a Google Sheet for sales performance analysis. Use the LiveChat transcript only if a LiveChat session is associated with the deal.
LiveChat and Streak integration alternatives
About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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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 LiveChat and Streak
How can I connect my LiveChat account to Streak using Latenode?
To connect your LiveChat account to Streak on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LiveChat and click on "Connect".
- Authenticate your LiveChat 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 LiveChat conversations?
Yes, with Latenode! Automatically create new Streak boxes from LiveChat transcripts, ensuring no lead is missed. Customize the box creation logic with JavaScript steps for total control.
What types of tasks can I perform by integrating LiveChat with Streak?
Integrating LiveChat with Streak allows you to perform various tasks, including:
- Automatically creating new Streak contacts from LiveChat transcripts.
- Updating existing Streak boxes with information from LiveChat conversations.
- Triggering automated follow-ups in Streak based on LiveChat interactions.
- Sending personalized messages via LiveChat based on Streak box data.
- Adding LiveChat transcripts as notes to corresponding Streak boxes.
What LiveChat events can trigger automations within Latenode?
Latenode allows you to trigger automations based on new chats, agent assignments, chat closures, and incoming messages, enhancing real-time responses.
Are there any limitations to the LiveChat and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical LiveChat data cannot be automatically backfilled into Streak.
- Complex data transformations may require JavaScript knowledge.
- Rate limits imposed by LiveChat and Streak APIs still apply.
