In order to set up your Pinpoint integration on SourceWhale simply follow these steps:

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

Search for Pinpoint in the search bar.

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.

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

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.

Add Application to Pinpoint - Choose when Application get added to Pinpoint, 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 Application to option, we will only add notes to existing records in Pinpoint once an Application has been marked as "interested" or "replied".

Displayed Fields - Choose which Pinpoint fields users can optionally tag to a Application to push into Pinpoint.

Mandatory Fields - Choose which Pinpoint fields must be filled to push Application into Pinpoint.

Update field in Pinpoint - 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 Pinpoint.
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Create new notes from - Choose for which outreach types a note is pushed in Pinpoint.

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

Within SourceWhale you can use the Pinpoint 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 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.

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.

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