Chameleon-i Integration Setup
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.
Search for Chameleon-i in the search bar.
Step 2
Please contact your Chameleon-i account manager for an API key and enter it in the field then click Activate
Once your integration is active you will see a green connected box appear by the Chameleon-i icon.
Sync Features
On the integrations page, an admin will be able to set default settings for yourself and your team.
General Settings
Sync manual contact updates to Chameleon-i- Automatically update Chameleon-i with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.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.
Sync Settings
Set different settings for Candidates/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 "When adding to a campaign" option, we will only add notes to existing records in Chameleon-i once a Candidate or Client has been marked as "interested" or "replied".Create new company if no existing company is found- Turning on this toggle will create a new company in Salesforce if the company doesn't already exist.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.Displayed Fields- Choose which Chameleon-i fields users can optionally tag to Candidate to push into Chameleon-i.Mandatory Fields- Choose which Chameleon-i fields must be filled to push a Candidate into Chameleon-i.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.
Note Mapping
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
Field Mapping
Here you can customise and map all Chameleon-i fields to the corresponding SourceWhale variable.
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/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.
Using Chameleon-i with SourceWhale
Within SourceWhale you can use the Chameleon-i integration features in the campaign settings or Chrome extension.
Campaign Settings
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 Candidate or Client . You can also choose to adjust the default sync settings.
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 Client, you can then change this by clicking on the 'sync as' box and selecting the option that suits that contact better.
Your team admin can alter the fields displayed at any time by going to 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! 💬