Setting up your Kortivity 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 from the dropdown box > Select Kortivity.
Step 2
To enable the Kortivity integration, enter your Kortivity Username and Password.
Step 3
Once you have entered your Username and Password then click activate.
When the integration is active, you will see a green connected box appear to the right hand side of the Kortivity logo.
Integration Settings
On the integrations page, you will be able to set default settings for yourself and your team.
Contact Settings
Sync manual contact updates to Kortivity - Automatically update Kortivity with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
Adding to Kortivity
Add Candidate to Kortivity - Choose when Candidates get added to Kortivity, 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 to option, we will only add notes to existing records in Kortivity once a Candidate has been marked as "interested" or "replied".
Candidate Fields
Displayed Fields - Choose which Kortivity fields users can optionally tag to a Candidate to push into Kortivity.
Mandatory Fields - Choose which Kortivity fields must be filled to push Candidate into Kortivity.
Update field in Kortivity - 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.
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