In order to set up your Manatal 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 Manatal in the search bar.
Step 2
Ask your Manatal account manager for your API Key.
Step 3
Click 'Activate'.
Once the integration is active, you will see a green connected box by the Manatal icon.
Sync Features
On the integrations page, you will be able to set default settings for yourself and your team.
General Settings
Do not merge with existing contacts in Manatal: Turning this toggle on will create duplicates in Manatal.
Displayed Organization info: Select the option to give further information regarding a company in the SourceWhale Chrome extension.
Displayed Organization Warning: Select the option you would like displayed to help identify the correct company for a Candidate/Contact when there may be a possible company duplicates or similarly named companies in Manatal.
Create notes upon: Choose for which outreach types a note is pushed in Manatal.
Sync Settings
Set different settings for Candidates/Contacts.
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 Manatal once a Candidate/Contact has been marked as "interested" or "replied".
When adding to a campaign: Choose to sync when adding Candidates/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 Manatal 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 Manatal fields to the corresponding SourceWhale variable.
Note: Please do not adjust unless you are finding that the variables are not mapping as expected in Manatal.
Set different settings for Candidates/Contacts
String Variables: These SourceWhale variables can only be mapped to one field in Manatal.
List Variables: These SourceWhale variables can be mapped to multiple fields in Manatal.
Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Manatal.
You are now ready to start using your Manatal integrations. See our article on using Manatal 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! 💬