Setting up your Tracker integration is a very swift process. Simply follow the steps below!
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.
Step 4
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
Do not merge with existing contacts in 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".
Only store personal emails/work emails: Choose to only save personal emails for candidates and work emails for contacts in Tracker
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.
Protected 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.
Note: 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.
You are now ready to start using your Tracker integrations. See our article on using Tracker with SourceWhale here.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬