Within SourceWhale you can use the Copper integration features in the campaign settings or Chrome extension.

When creating a campaign, you will be prompted with this pop-up:

Below the campaign name and type, you can choose whether to sync as a Person or not to sync. You can also choose to adjust the default sync settings.

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. you have selected (in the campaign settings page) that you want everyone to be pushed through as a Person, but you come across someone you'd rather not push through, you can then change this by clicking on the 'sync as' box and selecting the option that suits that Person better.

Note: Your team admin can alter the fields displayed at any time by going to the integrations page.

Haven't set up your Copper integration yet? See our article on how to get started here.

Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬