In order to set up your Mercury integration on SourceWhale simply follow these steps.

Step 1

Navigate to your initials/image in the bottom left-hand corner > click on Integrations > select Mercury.

Step 2

Enter your Subdomain.

Click 'Activate'.

Once the integration is active you will see a green connected box to the right of the Mercury icon.

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

Do not merge with existing contacts in Mercury: Turning this toggle on will create duplicates in Mercury.
Displayed Account info: Select the option to give further information regarding a company in the SourceWhale Chrome extension.
Displayed Account Warning: Select the option you would like displayed to help identify the correct company for a Contact/Lead when there may be a possible company duplicates or similarly named companies in Mercury.
Create notes upon: Choose for which outreach types a note is pushed in Mercury.

Set different settings for Contacts/Leads.
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 Mercury once a Contact/Lead has been marked as "interested" or "replied".
When adding to a campaign: Choose to sync when adding Contacts/Leads 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 Mercury fields users can optionally tag to a Contact/Lead to push into Mercury.
Mandatory fields: Choose which Mercury fields must be filled to push Contacts/Leads into Mercury.
Protected fields: Selected fields will not be overwritten in Mercury 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.

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

Note: Please do not adjust unless you are finding that the variables are not mapping as expected in Mercury.

Set different settings for Contacts/Leads
String Variables: These SourceWhale variables can only be mapped to one field in Mercury.
List Variables: These SourceWhale variables can be mapped to multiple fields in Mercury.
Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Mercury.

You are now ready to start using your Mercury integration. See our article on using Mercury with SourceWhale here.

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