Setting up your JobDiva integration in SourceWhale is very simple, all you need to do is follow these steps:

Click on your initials/image in the bottom left-hand corner of SourceWhale > Select Integrations from the dropdown box > Search for JobDiva in the search bar

To enable the JobDiva integration, ask your account manager for a Client ID.

Create a separate API specific-user under Settings/My Team/Add User and enter these details in the relevant fields.

Click activate.

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

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

Sync manual contact updates to JobDiva - Automatically update JobDiva with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.

Add Candidate/Contact to JobDiva - Choose when Candidate/Contact get added to JobDiva, either when added to the campaign, when they respond or when they respond positively and are interested. Alternatively, you can choose to not add this contact type.

Only add notes to synced records - Toggling this on will mean that if you have "only when they reply" or "only when they are interested" for the Add Candidate/Contact to option, we will only add notes to existing records in JobDiva once a Candidate/Contact has been marked as "interested" or "replied".

Displayed Fields - Choose which JobDiva fields users can optionally tag to a Candidate/Contact to push into JobDiva.

Mandatory Fields - Choose which JobDiva fields must be filled to push Candidates/Contacts into JobDiva.

Update field in JobDiva - You can choose "Always update" or "Only update if Blank":

Always update will update the field regardless if there is existing information on a contact in this field. Any existing information will be overwritten by the new information.

Only update if Blank will only update when the field is empty and won't overwrite any existing 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 choose which activities will create notes in JobDiva.
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Create new notes from - Choose for which outreach types a note is pushed in JobDiva.

Here you can customise and map all JobDiva fields to the corresponding SourceWhale variable.

Once you have set up your integration you will be able to use and set up the different features available.

On the campaigns setting page you will see different options regarding when and how contacts are pushed through to JobDiva.

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 JobDiva (shown below).

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 ClientContact, you can then change this by clicking on the 'sync as' box and selecting the option that suits that contact better.

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