Setting up your Comeet integration in SourceWhale is very simple, all you need to do is follow the steps below.
Step 1
Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu > Search for Comeet in the search bar.
Step 2
Obtain your Comeet API key here and insert it and click Activate
Step 3
Once the integration is active, you will see a green connected box by the Comeet icon.
Sync Features
On the integrations page, you will be able to set default settings for yourself and your team.
General Settings
Do not merge with existing contacts in Comeet: Turning this toggle on will create duplicates in Comeet.
Create notes upon: Choose for which outreach types a note is pushed in Comeet.
Sync Settings
Only add notes to synced records: Toggling this on will mean that if you have "sync upon interested" or "sync upon replied" for the next option, we will only add notes to existing records in Comeet once a Candidate has been marked as "interested" or "replied".
When adding to a campaign: Choose to sync when adding Candidates or when they respond or when they respond positively and are interested. Click the lock icon to lock the sync settings for all non-admin users within the platform.
Displayed fields: Choose which Comeet fields users can optionally tag to a Candidate to push into Comeet.
Mandatory fields: Choose which Comeet fields must be filled to push Candidates into Comeet.
Protected fields: Selected fields will not be overwritten in Comeet when syncing data.
Filterable fields: Selected fields will be displayed within the SourceWhale search page as a filter, allowing your team to search your CRM using these fields directly from within SourceWhale.
Field Mapping
Here you can customise and map all Comeet fields to the corresponding SourceWhale variable.
Note: Please do not adjust unless you are finding that the variables are not mapping as expected in Comeet.
String Variables: These SourceWhale variables can only be mapped to one field in Comeet.
List Variables: These SourceWhale variables can be mapped to multiple fields in Comeet.
Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Comeet.
You are now ready to start using your Comeet integrations.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬