Pinpoint Integration Setup
In order to set up your Pinpoint 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 Pinpoint in the search bar.
Step 2
Head to Settings > Integrations in your Pinpoint account to find your API Key.
Once you have entered your API Key and Domain then click Activate.
Once your integration is active you will see a green connected box appear by the Pinpoint 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 Pinpoint- Automatically update Pinpoint with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.Create notes upon- Choose for which outreach types a note is pushed in Pinpoint.
Sync Settings
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 Pinpoint once a Candidate has been marked as "interested" or "replied".When adding to a campaign- Choose to sync when adding Candidates 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 Pinpoint fields users can optionally tag to Candidate to push into Pinpoint.Mandatory Fields- Choose which Pinpoint fields must be filled to push a Candidate into Pinpoint.Protected Fields- Selected fields will not be overwritten in Pinpoint 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 Pinpoint fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Pinpoint.
String Variables- These SourceWhale variables can only be mapped to one field in Pinpoint.List Variables- These SourceWhale variables can be mapped to multiple fields in Pinpoint.Social URLs- Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Pinpoint.
Using Pinpoint with SourceWhale
Within SourceWhale you can use the Pinpoint 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 an Application or not to sync. You can also choose to adjust the default sync settings. 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 an Application through with specific tags.
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 Application, but you come across someone you'd rather not push, you can then change this by clicking on the 'sync as' box and selecting the option that suits that Application better.
You can do the same in regards to campaign setting options, by clicking on the grey arrow to the right of the 'Sync as' box.
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! 💬