Teamtailor Integration Setup
Setting up your Teamtailor integration in SourceWhale is very simple, all you need to do is follow the steps below.
Step 1
Navigate to initials/image in the bottom left-hand corner of SourceWhale > Select Integrations from the dropdown box.
Once on the integrations page simply select Teamtailor.
Step 2
To enable the Teamtailor integration, navigate to your API settings.
Create a new API key with the name SourceWhale. Set the API Scope to admin, and ensure that both Read and Write are selected.
Step 3
Enter your API Key then click Activate.
When the integration is active, you will see a green connected box appear to the right hand side of the Teamtailor 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 Teamtailor- Automatically update Teamtailor with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.Create notes upon- Choose for which outreach types a note is pushed in Teamtailor.
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 Teamtailor 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 Teamtailor fields users can optionally tag to a Candidate to push into Teamtailor.Mandatory fields- Choose which Teamtailor fields must be filled to push Candidates into Teamtailor.Protected fields- Selected fields will not be overwritten in Teamtailor 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 Teamtailor stages.
Select the drop-down for each stage to map it to the correct Teamtailor Stage
Check out this article to learn more about the SourceWhale stages.
Field Mapping
Here you can customise and map all Teamtailor fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Teamtailor.
String Variables- These SourceWhale variables can only be mapped to one field in Teamtailor.List Variables- These SourceWhale variables can be mapped to multiple fields in Teamtailor.Social URLs- Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Teamtailor.
Using Teamtailor 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 Teamtailor.
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 a variety of different areas within Teamtailor (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.
Choose a campaign and then click the white arrow to reveal the Teamtailor sync options. You can then choose your sync options.
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! 💬