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

Step 1

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

Step 2

Generate an API key following the instructions here. Please contact Clockwork support if you need help.

Note: Clockwork charge monthly for an API key based on how many users you have.

Enter the API Key, API Secret, Subdomain and Service Key as per below.

Click 'Activate'.

Once your integration is active you will see a green connected box appear by the Clockwork icon.

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

Do not merge with existing contacts in Clockwork: Turning this toggle on will create duplicates in Clockwork.
Update existing contacts' full work/education history, if known: Turning this toggle on will update contacts in Clockwork with all available work and education history if synced again.
Displayed Company info: Select the option to give further information regarding a company in the SourceWhale chrome extension.
Displayed Company Warning: Select the option you would like displayed to help identify the correct company for a Person when there may be possible company duplicates or similarly named companies in Clockwork.
Create notes upon: Choose for which outreach types a note is pushed in Clockwork.

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 Clockwork once a Person has been marked as "interested" or "replied".
When adding to a campaign: Choose to sync when adding Persons or when they respond or when they respond positively and are interested.
Displayed fields: Choose which Clockwork fields users can optionally tag to Person to push into Clockwork.
Mandatory fields: Choose which Clockwork fields must be filled to push a Person into Clockwork.
Protected fields: Selected fields will not be overwritten in Clockwork 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 Clockwork fields to the corresponding SourceWhale variable.

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

String Variables: These SourceWhale variables can only be mapped to one field in Clockwork.
List Variables: These SourceWhale variables can be mapped to multiple fields in Clockwork.
Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Clockwork.

You are now ready to start using your Clockwork integrations. See our article on using Clockwork 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! 💬