Outgrow Latest Product Update: Integration of Outgrow and Streak
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At Outgrow, we’re constantly working to enhance our platform and provide you with tools that make your marketing efforts more efficient and effective. Our latest update brings you a powerful integration of Outgrow and Streak.
This integration will allow you to seamlessly connect your Outgrow leads with your Streak CRM, creating a more streamlined and effective workflow.
An Overview of Streak
The integration of Outgrow and Streak is a significant enhancement to our platform. Before diving into the details of the integration, let’s get an overview of Streak for those who may not be familiar with it.
Streak is a CRM (Customer Relationship Management) tool that works directly in Gmail. It helps people and teams manage their sales pipelines, customer interactions, and work processes right in their email.
Main Features of Streak
- Pipeline Management: Create custom pipelines to track deals or projects visually.
- Email Tracking: See when people open your emails and click links.
- Tasks and Reminders: Set reminders for specific emails or contacts.
- Mail Merge: Send personalized mass emails.
- Shared Workspaces: Work with team members on pipelines, contacts, and tasks.
- Mobile App: Use your CRM on your smartphone or tablet.
Streak is popular for businesses who want a CRM that works well with Gmail, reducing the need to switch between different tools. To start, you’ll need:
- An Outgrow account with an active subscription..
- An active Streak account.
- A live Outgrow content piece.
How to Set Up the Integration
Integration of Outgrow and Streak is a straightforward process that can be completed in just a few steps:
1. Log in to Outgrow and select your content piece. If you don’t have an account, sign up.
2. Open the content in Build mode.
3. Click on Configure, then go to Integrations. Under Native Integrations, find Streak integration.
4. Click the configure icon for Streak. In the new window, click “Authenticate With Streak”. You’ll need your Streak API Key.
Note: To get your API Key, log in to Streak, click your Account Name at the top right, select Integrations, then Developer API. Copy your API Key.
- After connecting, choose “Proceed With List” or “Proceed With Segments”.
- Match your Outgrow fields with Streak fields. Click Test Connection to check the mappings.
- Set up Double Opt-In if needed, or click Finish to save and activate the integration.
Additional Actions Needed
After setting up, you can do more with the Streak integration:
- Reconfigure: Update your Streak connection if needed.
- View Mapping: Check which fields you’ve matched between Outgrow and Streak.
- Task History: See all leads sent to Streak. Failed leads can be resent after reconfiguring.
- Filter: Search for specific leads using First Name, Last Name, and Email Address.
This setup will help you send Outgrow leads directly to your Streak CRM, making your workflow more efficient.
Final Thoughts
The new integration of Outgrow and Streak is designed to make your workflow more efficient by allowing you to send Outgrow leads directly to your Streak CRM. This seamless connection between your interactive content and your CRM will help you manage leads more effectively, streamline your sales process, and ultimately drive better results for your business.
We’re confident that this integration will enhance your marketing and sales efforts, and we’re excited to see how you’ll use it to grow your business. As always, we’re here to support you every step of the way. If you have any questions about this new feature or need assistance setting it up, don’t hesitate to reach out to our support team.
Stay tuned for more updates and new features coming soon to Outgrow. We’re constantly working to bring you the tools you need to succeed in today’s dynamic digital landscape.