Breezy HR Integration Setup
In order to set up your Breezy HR integration on SourceWhale simply follow these steps:
Step 1
Navigate to your initials/image in the bottom left-hand corner > click on Integrations
Search for Breezy HR in the search bar.
Step 2
Enter your Breezy HR email and password then click Activate.
Once your integration is active you will see a green connected box appear by the Breezy HR icon.
Sync Features
On the integrations page, an admin will be able to set default settings for yourself and your team.
General Settings
Sync manual contact updates to Breezy HR- Automatically update Breezy HR 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 into Breezy HR.
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 Breezy HR 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.Displayed Fields- Choose which Breezy HR fields users can optionally tag to applicants/contacts to push into Breezy HR.Mandatory Fields- Choose which Breezy HR fields must be filled to push an applicant/contact into Breezy HR.Protected Fields- Selected fields will not be overwritten in Breezy HR 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.
Field Mapping
Here you can customise and map all Breezy HR fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Breezy HR.
String Variables- These SourceWhale variables can only be mapped to one field in Breezy HR.List Variables- These SourceWhale variables can be mapped to multiple fields in Breezy HR.Social URLs- Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Breezy HR.
Using Breezy HR with SourceWhale
Within SourceWhale you can use the Breezy HR integration features in the campaign settings or Chrome extension.
Campaign Settings
When creating a campaign, you will be prompted with this pop-up:
Below the campaign name, you can choose whether to sync or not to sync. You can also choose to adjust the default sync settings. 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 a Candidate through with specific tags.
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 not push through, you can then change this by clicking on the 'sync as' box and selecting the option that suits that Candidate better.
You can do the same in regards to campaign setting options, by clicking on the grey arrow to the right of the 'Sync' box.
Your team admin can alter the fields displayed at any time by going to 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! 💬