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

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

Search for Chameleon-i in the search bar.

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.

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

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.

Add Candidates/Clients to Chameleon-i - Choose when Candidates/Clients get added to Chameleon-i, 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/Clients to option, we will only add notes to existing records in Chameleon-i once a Candidate/Client has been marked as "interested" or "replied".

Displayed Fields - Choose which Chameleon-i fields users can optionally tag to a Candidate/Client to push into Chameleon-i.

Mandatory Fields - Choose which Chameleon-i fields must be filled to push Candidates/Clients into Chameleon-i.

Update field in Chameleon-i - 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.

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.

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 choose which activities will create notes in Chameleon-i.
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Create new notes from - Choose for which outreach types a note is pushed in Chameleon-i.

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

Set different settings for Candidates/Clients by selecting the relevant tab.

Select the dropdown for each stage 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.

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/Client when there may be possible company duplicates or similarly named companies in your CRM.

Within SourceWhale you can use the Chameleon-i integration features in the campaign settings or Chrome extension.

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.

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.

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