Step 1: Obtain your User Token from CloudStreams
- Log in to your CloudStreams account.
- Navigate to the top right corner and click on the Account drop-down.
- Select Settings from the options.
- Within the Settings page, go to the Lead Generation tab.
- At the bottom of the Lead Generation page, click on the Advance Usage link to copy your User Token.
Step 2: Activate your CloudStreams User Token in Wise Agent
- Log in to your Wise Agent account.
- From the sidebar, select Integrations, then Settings.
- Paste your CloudStreams (User Token) API key into the provided field and click Activate.
Step 3: Sending a Report
- From the sidebar, select Contacts then Contact List.
- Search for the desired contact and click on their name to view their Contact Summary.
- Select the Integration Actions dropdown, then click CloudStreams.
- A window will appear confirming the successful invitation to CloudStreams.