In order to set up your Chameleon-i integration on SourceWhale simply follow these steps.

Step 1

Navigate to your initials/image in the bottom left-hand corner > click on Integrations > select Chameleon-i.

Step 2

Please contact your Chameleon-i account manager for an API key and enter it below:

Click 'Activate'.

Once your integration is active you will see a green connected box appear by the Chameleon-i icon.

On the integrations page, an admin will be able to set default settings for yourself and your team.

Do not merge with existing contacts in Chameleon-i: Turning this toggle on will create duplicates in Chameleon-i.
Backfill SourceWhale events when creating a contact: Turning this toggle on will push all of the notes for SourceWhale events that have happened prior to us creating the contact in the CRM.
Displayed Company info: Select the option to give further information regarding a company in the SourceWhale chrome extension.
Displayed Company Warning: Select the option you would like displayed to help identify the correct company for a Candidate or Client when there may be a possible company duplicates or similarly named companies in Chameleon-i.
Create notes upon: Choose for which outreach types a note is pushed in Chameleon-i.

Set different settings for Candidates and Clients.
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 Chameleon-i once a Candidate or Client has been marked as "interested" or "replied".
When adding to a campaign: Choose to sync when adding Candidates or Clients or when they respond or when they respond positively and are interested.
Protected fields: Selected fields will not be overwritten in Chameleon-i 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.

Here you can map SourceWhale outreach types to your custom Chameleon-i note types.

Set different settings for Candidates/Clients
Select the drop-down for each outreach type to map it to the correct Chameleon-i note type

Here you can customise and map all Chameleon-i fields to the corresponding SourceWhale variable.

Note: Please do not adjust unless you are finding that the variables are not mapping as expected in Chameleon-i.

Choose different field mapping for Candidates and Clients in Chameleon-i.
String Variables: These SourceWhale variables can only be mapped to one field in Chameleon-i.
List Variables: These SourceWhale variables can be mapped to multiple fields in Chameleon-i.
Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Chameleon-i.

You are now ready to start using your Chameleon-i integrations. See our article on using Chameleon-i 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! 💬