Configuring Native Integration B/W Outgrow & Streak

Streak is a powerful CRM (Customer Relationship Management) tool built directly into Gmail. It's designed to help individuals and teams manage their sales pipelines, customer interactions, and other workflows directly within their email environment.

Key Features and Benefits:

A. Pipeline Management: Streak allows you to create custom pipelines (stages like "Leads," "Contacted," "Closed," etc.) to visually track the progress of deals or projects.
B. Email Tracking: See when recipients open your emails and click on links, providing valuable insights for sales and follow-ups.
C. Tasks and Reminders: Set reminders and tasks related to specific emails or contacts to ensure timely follow-ups and actions.
D. Mail Merge: Personalize mass emails with individual recipient information to improve engagement.
E. Shared Workspaces: Collaborate with team members on pipelines, contacts, and tasks for seamless teamwork.
F. Mobile App: Access your CRM data and stay on top of your workflows from your smartphone or tablet.

Streak is a popular choice for businesses and professionals who want a CRM solution that integrates seamlessly with their Gmail workflow, reducing the need to switch between different tools.

Here's what you will need to get started:

A. An Outgrow account with an active subscription plan.

B. An active Streak account.

C. A live Outgrow content piece.

How to configure the integration

To configure the integration between Outgrow and Streak, here are the steps that you need to follow:

1. Log in to your Outgrow account and select the appropriate content piece.

2. Open the respective content in Build mode.

3. Click on the Configure tab and then navigate to the Integrations sub-tab. Under Integration, go to Native Integrations and scroll down to Streak integration.

4. Click the configure icon for native integration with Streak.

5. An integration configuration window will open after clicking the Configure Integration icon. Click on Authenticate With Streak. To authenticate the integration, you need to use your Streak API Key.

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IMPORTANT NOTE

Once logged in to Streak, click on the Account Name at the top of the right hand side bar and select Integrations. Click on Developer API and your API key will appear. Click Copy to copy your API Key.

6. Once your account is connected, choose whether you want to Proceed With List or you want to Proceed With Segments.

7. Once you have selected the appropriate list or segment, you can map the respective Outgrow fields with the respective fields in Streak. Click on Test Connection to authenticate the field mappings.

8. You can configure Double Opt-In functionality if required, otherwise, click Finish to save the configuration and set the integration as active.

Additional integrations related actions

After configuring and activating the integration, you can access the Monday block to view additional actions that can be performed on the Streak integration. There are four options available:

A. Re-configure: If your Streak credentials have changed or you want to connect Outgrow with a different account, reconfigure your Streak integration to continue receiving Outgrow leads in your Monday account.

B. View Mapping: If you need to review the fields you have mapped to configure your Outgrow and Streak integration, click View Mapping.

C. Task History: This section lists all the leads sent to Streak. If leads fail to sync, they will be shown as "Failed." If this happens, you can sync the leads to your Streak account after reconfiguring. If the leads are waiting to be synced, they will have the status "Waiting."

D. Filter: This feature allows you to set up a quick filter using First Name, Last Name, and Email Address to see if the lead was sent on Streak.

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Important Note

For every Outgrow content piece you create, you will have to activate or deactivate the integration from the Configuration section in the builder, in order to start or stop sending leads collected in Outgrow to Streak.

If you have any questions or concerns, please feel free to reach out to us at [email protected], and we will be happy to assist you further.