Recruitly Integration Setup
In order to set up your Recruitly 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 Recruitly in the search bar and select it.
Step 2
Navigate to My Profile -> My API Keys page from your Recruitly dashboard.
At the top of the Private API Keys page, you will see the option to Generate New Key.
Step 3
Once you have entered the API key in the field then click 'Activate'.
Once your integration is active you will see a green connected box appear by the Recruitly 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 Recruitly: Automatically update Recruitly with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.Don't overwrite existing CVs in Recruitly- If contact has an existing CV in Recruitly, we will not upload a new CV.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 Candidate/Contact/Lead when there may be a possible company duplicates or similarly named companies in Recruitly.Create notes upon- Choose for which outreach types a note is pushed into Recruitly.
Sync Settings
Set different settings for Candidates, Contacts and 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 Recruitly once a Candidate/Contact/Lead has been marked as "interested" or "replied".When adding to a campaign- Choose to sync when adding a Candidate/Contact/Lead 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 Recruitly fields users can optionally tag to Candidate/Contact/Lead to push into Recruitly.Mandatory Fields- Choose which Recruitly fields must be filled to push an Candidate/Contact/Lead into Recruitly.Protected Fields- Selected fields will not be overwritten in Recruitly 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 Recruitly stages.
Set different settings for Candidates, Contacts and Leads
Select the drop-down for each stage to map it to the correct Recruitly stage
Check out this article to learn more about the SourceWhale stages.
Field Mapping
Here you can customise and map all Recruitly fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Recruitly.
Set different settings for Candidates, Contacts and Leads
String Variables- These SourceWhale variables can only be mapped to one field in Recruitly.List Variables- These SourceWhale variables can be mapped to multiple fields in Recruitly.Social URLs- Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Recruitly.
Using Recruitly with SourceWhale
Within SourceWhale you can use the Recruitly 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 and type, you can choose whether to sync as a Candidate/Contact/Lead 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/Contact/Lead 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 push as a Contact, you can then change this by clicking on the 'sync as' box and selecting the option that suits that contact better.
You can do the same in regards to campaign 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 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! 💬