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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:
  1. When an anonymous user submits a form with their email address
  2. When an identified user with an email address starts a Demo
What will happen in the above situations?
  1. A Contact is created or updated
  2. Chameleon Demos last seen time is updated
  3. The current Demo is added to Chameleon Demos Seen and the Tags (if any) are added to Chameleon Demos Tags
  4. Any previous demos attached to the same anonymous_id will be added to the respective properties from [3]

Companies

These are the moments when Chameleon will sync Company data to your CRM:
  1. When Clearbit reveal is enabled, the Demo user has consent_mode=granted and a match is found
What will happen in the above situation?
  1. A Company is created or updated

Integrations

Hubspot integration

  1. Visit the Hubspot integration page in the Chameleon dashboard
  2. If you have not yet configured Hubspot, click “Connect” to initiate OAuth
  3. Toggle on the “Create and Update objects in the CRM” option
  4. Add an Email capture form or include a Product Demo in your product via another Chameleon experience

CRM Schema

Contacts

Companies


Demo Schema

DemoRun Schema

Additional DemoRun Schema when Clearbit Reveal
  1. Add your API Key in your dashboard
  2. Ensure consent_mode of the Demo is set to granted (e.g. data-consent-mode="granted" on the iframe element for the embed)
  3. Chameleon will try to find a match based on the IP address of anonymous traffic

DemoSubmission Schema

DemoSubmissionData Schema

DemoFormField Schema