In order to set up your Less Annoying CRM integration on SourceWhale simply follow these steps.
Step 1
Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu.
Search for Less Annoying CRM in the search bar.
Step 2
Navigate to the API settings page and create a new API key.
Step 3
Once you have entered your API key then click 'Activate'.
Once the integration is active, you will see a green connected box by the Less Annoying CRM icon.
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 Less Annoying CRM- Automatically update Less Annoying CRM with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.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 Contact when there may be possible company duplicates or similarly named companies in Less Annoying CRM.Create notes upon- Choose for which outreach types a note is pushed in Less Annoying CRM.
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 Less Annoying CRM once a Contact has been marked as "interested" or "replied".When adding to a campaign- Choose to sync when adding Contacts 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.Protected Fields- Selected fields will not be overwritten in Less Annoying CRM 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 Less Annoying CRM fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Less Annoying CRM.
Set different settings for Contacts/Company by clicking the dropdown.
String Variables- These SourceWhale variables can only be mapped to one field in Less Annoying CRM.List Variables- These SourceWhale variables can be mapped to multiple fields in Less Annoying CRM.Social URLs- Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Less Annoying CRM.
Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬