Tracker Integration Setup
Setting up your Tracker integration is a very swift process. Simply follow these steps:
Step 1
Click your image/initials in the bottom left > Select Integrations > search and select Tracker.
Step 2
Press 'Activate'.
Step 3
Sign in with your Tracker account.
When the Integration is active you will see a green connected box appear next to Tracker.
Integration Settings
On the integrations page, you will be able to set default settings for yourself and your team.
Contact Settings
Sync manual contact updates to Tracker
- Automatically update Tracker with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
Adding to Tracker
Add Candidates/Contacts/Leads/Opportunities to Tracker
- Choose when Candidates/Contacts/Leads/Opportunities get added to Tracker, 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 Candidates/Contacts/Leads/Opportunities to
option, we will only add notes to existing records in Tracker once a Candidates/Contacts/Leads/Opportunity has been marked as "interested" or "replied".
Candidates/Contacts/Leads/Opportunities Fields
Displayed Fields
- Choose which Tracker fields users can optionally tag to a Candidate/Contact/Lead/Opportunity to push into Tracker.
Mandatory Fields
- Choose which Tracker fields must be filled to push Candidates/Contacts/Leads/Opportunities into Tracker.
Update field in Tracker
- 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.
Activity Notes
Here you can choose which activities will create notes in Tracker.
Note creation
Create new notes from
- Choose for which outreach types a note is pushed in Tracker.
Contact Fields
Here you can customise and map all Tracker fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Tracker.
Using Tracker with SourceWhale
Once you have set up your integration you will be able to use and set up the different features available.
Campaign Settings Page
On the campaigns setting page you will see different options regarding when and how contacts are pushed through to Tracker.
Dropdown options: 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 through contacts to a variety of different areas within Tracker (shown below).
When you select any of these everyone you source and add to the campaign will be pushed through to the fields selected.
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 contact, you can then change this by clicking on the 'sync as' box and selecting the option that suits that contact better.
Choose a campaign and then click the white arrow to reveal the Tracker sync options. You can then choose your sync options.
Your team admin can alter the fields displayed at any time by going into 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! π¬