Setting up your Ezekia integration in SourceWhale is very simple, all you need to do is follow the steps below.

Step 1

Go to your profile in the bottom left-hand corner of SourceWhale and click on it > Select Integrations from the dropdown box > Select Ezekia.

Step 2

To enable the Ezekia integration, ask your Ezekia account manager for an API key.

Click activate.

When the integration is active, you will see a green connected box appear to the right hand side of the Ezekia logo.

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

Do not merge with existing contacts in Ezekia: Turning this toggle on will create duplicates in Ezekia.
Update existing contacts' full work/education history, if known: Turning this toggle on will update contacts in Ezekia with all available work and education history if synced again.
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 when there may be a possible company duplicates or similarly named companies in Ezekia.
Create notes upon: Choose for which outreach types a note is pushed in Ezekia.

Only add notes to synced records: Toggling this on will mean that if you have "sync upon interested" or "sync upon replied" for the next option, we will only add notes to existing records in Ezekia once a Candidate has been marked as "interested" or "replied".
When adding to a campaign: Choose to sync when adding Candidates or when they respond or when they respond positively and are interested. Click the lock icon to lock the sync settings for all non-admin users within the platform.
Displayed fields: Choose which Ezekia fields users can optionally tag to a Candidate to push into Ezekia.
Mandatory fields: Choose which Ezekia fields must be filled to push Candidate into Ezekia.
Protected fields: Selected fields will not be overwritten in Ezekia when syncing data.
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 customise and map all Ezekia fields to the corresponding SourceWhale variable.

Note: Please do not adjust unless you are finding that the variables are not mapping as expected in Ezekia.

String Variables: These SourceWhale variables can only be mapped to one field in Ezekia.
List Variables: These SourceWhale variables can be mapped to multiple fields in Ezekia.
Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Ezekia.

You are now ready to start using your Ezekia integrations. See our article on using Ezekia with SourceWhale here.

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