Tracker Integration Setup
Setting up your Tracker integration is a very swift process. Simply follow these steps:
Step 1
Click your image/initials in the bottom left > Select Integrations > search and select Tracker.
Step 2
Press 'Activate'.
Step 3
Sign in with your Tracker account.
When the Integration is active you will see a green connected box appear next to Tracker.
Sync Features
On the integrations page, you will be able to set default settings for yourself and your team.
General Settings
Sync manual contact updates to Tracker- Turning this toggle on will create duplicates in Tracker.Create notes upon- Choose for which outreach types a note is pushed in Tracker.
Sync Settings
Set different settings for Candidates/Contacts/Leads/Opportunities.
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 Tracker once a Candidate/Contact/Lead/Opportunity has been marked as "interested" or "replied".When adding to a campaign- Choose to sync when adding Candidates/Contacts/Leads/Opportunities 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 fields users can use when pushing to TrackerMandatory Fields- Choose which fields users must use when pushing to TrackerProtected fields: Selected fields will not be overwritten in Tracker 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 Tracker fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Tracker.
Set different settings for Candidates/Contacts/Leads/Opportunities
String Variables- These SourceWhale variables can only be mapped to one field in Tracker.List Variables- These SourceWhale variables can be mapped to multiple fields in Tracker.Social URLs- Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Tracker.
Using Tracker with SourceWhale
Once you have set up your integration you will be able to use and set up the different features available.
Campaign Settings Page
On the campaigns setting page you will see different options regarding when and how contacts are pushed through to Tracker.
Dropdown options: If you click on the grey arrow to the right hand side of the 'Sync options', you will see that you have the possibility to push through contacts to a variety of different areas within Tracker (shown below).
When you select any of these everyone you source and add to the campaign will be pushed through to the fields selected.
Chrome Extension
When using the chrome extension you will be able to access some of these features as well. This option is available in order to give the ability to change the settings you have previously set, for specific individuals.
I.e. In the campaign settings page, you have selected that you want everyone to be pushed through as a candidate, but you come across someone you'd rather push through as a contact, you can then change this by clicking on the 'sync as' box and selecting the option that suits that contact better.
Choose a campaign and then click the white arrow to reveal the Tracker sync options. You can then choose your sync options.
Your team admin can alter the fields displayed at any time by going into the integrations page.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬