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 initials/image in the bottom left-hand corner of SourceWhale and click on it > Select Integrations
Step 2
To enable the ClickUp integration, navigate to the settings page and retrieve your API token.
Step 3
Click activate.
When the integration is active, you will see a blue tick appear to the right hand side of the ClickUp logo.
Sync Features
On the integrations page, you will be able to set default settings for yourself and your team.
General Settings
Do not merge with existing contacts in JobAdder: Turning this toggle on will create duplicates in ClickUp.
Create notes upon: Choose for which outreach types a note is pushed in ClickUp.
Sync Settings
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 ClickUp once a Contact has been marked as "interested" or "replied".
When adding to a campaign: Choose to sync when adding 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 ClickUp fields users can optionally tag to a Contact to push into ClickUp.
Mandatory fields: Choose which ClickUp fields must be filled to push Contacts into ClickUp.
Protected fields: Selected fields will not be overwritten in ClickUp 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 ClickUp stages.
Select the drop-down for each stage to map it to the correct ClickUp Stage
Note: Check out this article to learn more about the SourceWhale stages.
Field Mapping
Here you can customise and map all ClickUp fields to the corresponding SourceWhale variable.
Note: Please do not adjust unless you are finding that the variables are not mapping as expected in ClickUp.
Set different settings for Contacts
String Variables: These SourceWhale variables can only be mapped to one field in ClickUp.
List Variables: These SourceWhale variables can be mapped to multiple fields in ClickUp.
Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in ClickUp.
You are now ready to start using your ClickUp integrations.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬