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Automatically update your Streak deals when emails are sent via Sendgrid. Using Latenode, you can build custom logic with JavaScript to qualify leads and only update deals when certain email criteria are met, all while benefiting from affordable execution-based pricing.
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Streak
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Create a New Scenario to Connect Sendgrid and Streak
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Sendgrid, triggered by another scenario, or executed manually (for testing purposes). In most cases, Sendgrid or Streak will be your first step. To do this, click "Choose an app," find Sendgrid or Streak, and select the appropriate trigger to start the scenario.
Add the Sendgrid Node
Select the Sendgrid node from the app selection panel on the right.
Sendgrid
Configure the Sendgrid
Click on the Sendgrid node to configure it. You can modify the Sendgrid 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 Sendgrid node, select Streak from the list of available apps, and choose the action you need from the list of nodes within Streak.
Sendgrid
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Streak
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 Sendgrid 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 Sendgrid and Streak Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Streak
Trigger on Webhook
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Sendgrid
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Sendgrid, Streak, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Sendgrid and Streak integration works as expected. Depending on your setup, data should flow between Sendgrid and Streak (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Sendgrid + Google Sheets + Streak: Track email campaign performance. When a new row is added to Google Sheets (e.g., with campaign stats), update corresponding contact details in Streak based on email addresses.
Streak + Sendgrid + Slack: Notify the sales team in Slack when a deal reaches a specific stage in Streak, and a follow-up email is sent via Sendgrid.
About Sendgrid
Use Sendgrid in Latenode to automate email sending within larger workflows. Trigger emails based on events in other apps, personalize content with data transformations, and track results. Latenode simplifies complex email automations without code and scales affordably, letting you focus on strategy, not 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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How can I connect my Sendgrid account to Streak using Latenode?
To connect your Sendgrid account to Streak on Latenode, follow these steps:
Can I automatically update Streak boxes after a Sendgrid email send?
Yes, you can! Latenode lets you trigger Streak updates based on Sendgrid events. This keeps your sales pipeline current without manual data entry, saving time.
What types of tasks can I perform by integrating Sendgrid with Streak?
Integrating Sendgrid with Streak allows you to perform various tasks, including:
What Sendgrid events can trigger workflows within Latenode?
Latenode supports triggers like email sent, delivered, opened, clicked, bounced, dropped, and unsubscribed, enabling real-time automation.
Are there any limitations to the Sendgrid and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: