Demo Webhooks are also available for key moments in the life of a Demo
Using Demos with your CRM
Chameleon can create new (and update existing) Contact and Company records in response to interactions with Demos. Completions of, and Tags of Demos will be stored as properties; the data schema is below.Contacts
These are the moments when Chameleon will sync Contact data to your CRM:- When an anonymous user submits a form with their email address
- When an identified user with an email address starts a Demo
- A Contact is created or updated
Chameleon Demos last seen timeis updated- The current Demo is added to
Chameleon Demos Seenand the Tags (if any) are added toChameleon Demos Tags - Any previous demos attached to the same
anonymous_idwill be added to the respective properties from [3]
Companies
These are the moments when Chameleon will sync Company data to your CRM:- When Clearbit reveal is enabled, the Demo user has
consent_mode=grantedand a match is found
- A Company is created or updated
Integrations
Hubspot integration
- Visit the Hubspot integration page in the Chameleon dashboard
- If you have not yet configured Hubspot, click “Connect” to initiate OAuth
- Toggle on the “Create and Update objects in the CRM” option
- Add an Email capture form or include a Product Demo in your product via another Chameleon experience
CRM Schema
Contacts
| Name | Property | Type | Description |
|---|---|---|---|
Chameleon Demos - All Demos Seen | chameleon_demos_seen__profile_v1 | Multiple select | A multi-checkbox of the Chameleon Demos that this Contact has seen |
Chameleon Demos - Last updated at | chameleon_demos_last_updated__profile_v1 | Timestamp | The last time any Demo/Tag was added to this Contact |
Chameleon Demos - Tags of All Demos Seen | chameleon_demos_tags__profile_v1 | Multiple select | A multi-checkbox of the Chameleon Tags that were attached to all of the Demos that this Contact has seen |
Companies
| Name | Property | Type | Description |
|---|---|---|---|
Chameleon Demos - All Demos Seen | chameleon_demos_seen__company_v1 | Multiple select | A multi-checkbox of the Chameleon Demos that all of the Contacts have collectively seen |
Chameleon Demos - Last updated at | chameleon_demos_last_updated__company_v1 | Timestamp | The last time any Demo/Tag was added to this Company |
Chameleon Demos - Tags of All Demos Seen | chameleon_demos_tags__company_v1 | Multiple select | A multi-checkbox of the Chameleon Tags that were attached to all of the Demos that all of the Contacts have collectively seen |
Demo Schema
| Property | Type | Description |
|---|---|---|
id | ID | The Chameleon ID |
created_at | timestamp | When this happened or when this was added to the Database |
updated_at | timestamp | The last time any property was updated |
name | string | The name given by an administrator of Chameleon |
description | string | The display description |
position | string | The order that these appear in lists (starting from 0) |
page_title | string | The title of the page this Demo was recorded on |
tag_ids | array<ID> | The Chameleon IDs of the Tags attached to this model |
DemoRun Schema
| Property | Type | Description |
|---|---|---|
id | ID | The Chameleon ID |
created_at | timestamp | When this happened or when this was added to the Database |
updated_at | timestamp | The last time any property was updated |
consent_mode | string | One of pending, denied, or granted |
referrer | string | The referrer of the page this Demo is embedded into |
created_what | string | The Browser name, version number and OS e.g. Chrome 191.0 (Mac) |
created_where | string | The city, region, country, country flag of the likely location of the user; Only present for consent_mode=granted. e.g. Oakland CA, US 🇺🇸 |
actions | array<DemoAction> | An array of the individual demo actions that occurred for this demo run |
submissions | array<DemoSubmission> | An array of the form submissions that took place during this demo run |
DemoRun Schema when Clearbit Reveal
- Add your API Key in your dashboard
- Ensure
consent_modeof the Demo is set togranted(e.g.data-consent-mode="granted"on the iframe element for the embed) - Chameleon will try to find a match based on the IP address of anonymous traffic
| Property | Type | Description |
|---|---|---|
clearbit_uid | string | The ID of the matched company from Clearbit |
reveal_domain | string | The Company domain of the matched company from Clearbit |
reveal_name | string | The Company name of the matched company from Clearbit |
DemoSubmission Schema
| Property | Type | Description |
|---|---|---|
id | ID | The Chameleon ID |
created_at | timestamp | When this happened or when this was added to the Database |
updated_at | timestamp | The last time any property was updated |
step_id | string | The id of the DemoItem this submission came from |
action_id | string | The id of the item as found in DemoRun actions |
data | array<DemoSubmissionData> |
DemoSubmissionData Schema
| Property | Type | Description |
|---|---|---|
id | ID | The Chameleon ID |
created_at | timestamp | When this happened or when this was added to the Database |
updated_at | timestamp | The last time any property was updated |
field | object<DemoFormField> | |
value | string/array/number/timestamp | The inputted value from the user as the real data type. Array for field type=select, timestamp for datetime-local etc. |
DemoFormField Schema
| Property | Type | Description |
|---|---|---|
id | ID | The Chameleon ID |
created_at | timestamp | When this happened or when this was added to the Database |
updated_at | timestamp | The last time any property was updated |
type | string | The input/field type of this field. One of text, email, select, checkbox, radio, datetime-local, number, tel, url, or button |
name | string | The display label of the field |
description | string | The display description of the field |