Setting up your Comeet integration in SourceWhale is very simple, all you need to do is follow the steps below.

Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu > Search for Comeet in the search bar.

Obtain your Comeet API key here and insert it and click Activate

Once the integration is active, you will see a green connected box by the Comeet icon.

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

Sync manual contact updates to Comeet - Automatically update Comeet with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.

Add Candidate to Comeet - Choose when Candidates get added to Comeet, either when added to the campaign, when they respond or when they respond positively and are interested. Alternatively, you can choose to not add this contact type.

Only add notes to synced records - Toggling this on will mean that if you have "only when they reply" or "only when they are interested" for the Add candidate to option, we will only add notes to existing records in Comeet once a Candidate has been marked as "interested" or "replied".

Displayed Fields - Choose which Comeet fields users can optionally tag to a Candidate to push into Comeet.

Mandatory Fields - Choose which Comeet fields must be filled to push Candidates into Comeet.

Update field in Comeet - You can choose "Always update" or "Only update if Blank":

Always update will update the field regardless if there is existing information on a contact in this field. Any existing information will be overwritten by the new information.

Only update if Blank will only update when the field is empty and won't overwrite any existing data.

Here you can choose which activities will create notes in Comeet.
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Create new notes from - Choose for which outreach types a note is pushed in Comeet.

Here you can customise and map all Comeet fields to the corresponding SourceWhale variable.

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