Recruit CRM Integration Setup
Setting up your Recruit CRM 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 > search for Recruit CRM in the search bar.
Step 2
To enable the Recruit CRM integration, ask your Recruit CRM account manager for an API key. The account manager can obtain one here.
Step 3
Once you have entered the API Key, then click activate.
When the integration is active, you will see a green connected box appear on the right-hand side of the Recruit CRM logo.
Sync Features
On the integrations page, you will be able to set default settings for yourself and your team.
General Settings
Sync manual contact updates to Recruit CRM- Automatically update Recruit CRM with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.Don't overwrite existing CVs in Recruit CRM- If contact has an existing CV in Recruit CRM, we will not upload a new CV.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/Contact when there may be a possible company duplicates or similarly named companies in Recruit CRM.Create notes upon- Choose for which outreach types a note is pushed in Recruit CRM.
Sync Settings
Set different settings for Candidates/Contacts by clicking the dropdown.
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 Recruit CRM once a Candidate/Contact has been marked as "interested" or "replied".When adding to a campaign- Choose to sync when adding Candidates/Contacts 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 Recruit CRM fields users can optionally tag to a Candidate/Contact to push into Recruit CRM.Mandatory fields- Choose which Recruit CRM fields must be filled to push Candidates/Contacts into Recruit CRM.Protected fields- Selected fields will not be overwritten in Recruit CRM 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.
Stage Mapping
Here you can map SourceWhale stages to your custom Recruit CRM stages.
Set different settings for Candidates/Contacts
Select the drop-down for each stage to map it to the correct Recruit CRM Stage
Check out this article to learn more about the SourceWhale stages.
Field Mapping
Here you can customise and map all Recruit CRM fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Recruit CRM.
Set different settings for Candidates/Contacts/Company
String Variables- These SourceWhale variables can only be mapped to one field in Recruit CRM.List Variables- These SourceWhale variables can be mapped to multiple fields in Recruit CRM.Social URLs- Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Recruit CRM.
Using Recruit CRM with SourceWhale
Once you have set up your integration you will be able to use and set up the different features available.
Campaign Settings Page
On the campaigns setting page you will see different options regarding when and how contacts are pushed through to Recruit CRM.
Dropdown options: 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 through contacts to different jobs within Recruit CRM (shown below).
When you select any of these everyone you source and add to the campaign will be pushed through to the fields selected.
Chrome Extension
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 contact, you can then change this by clicking on the 'sync as' box and selecting the option that suits that contact better.
You can do the same in regards to advanced setting options, by clicking on the grey arrow to the right of the 'Sync as' box.
Your team admin can alter the fields displayed at any time by going into the integrations page.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬