SourceWhale

<a href="#h_ebf3044d96">Streak Integration Setup</a>

1. <a href="#h_a09f142ff5">Sync Features</a>

1. <a href="#h_ebf3044d96">Streak Integration Setup</a>
 1. <a href="#h_a09f142ff5">Sync Features</a>

___________________________________________________________

In order to set up your Streak integration on SourceWhale simply follow these steps:

Navigate to your initials/image in the bottom left-hand corner &gt; Select Integrations from the dropdown menu.

To enable the Streak integration, follow the instructions <a href="https://support.streak.com/en/articles/2612883-get-your-streak-api-key" rel="nofollow noopener noreferrer" target="_blank">here</a> to generate an API key.

Once you have entered your API key then click 'Activate'.

Once the integration is active you will see a green connected box by the Streak icon.

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

<code>Sync manual contact updates to Streak</code> - Automatically update Streak with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.

<code>Create notes upon</code> - Choose for which outreach types a note is pushed in Streak.

1. <code>Sync manual contact updates to Streak</code> - Automatically update Streak with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
2. <code>Create notes upon</code> - Choose for which outreach types a note is pushed in Streak.

<code>Only add notes to synced records</code> - 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 Streak once a Candidate has been marked as "interested" or "replied".

<code>When adding to a campaign</code> - Choose to sync when adding Candidates 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.

<code>Displayed Fields</code> - Choose which Streak fields users can optionally tag to a Candidate to push into Streak.

<code>Mandatory Fields</code> - Choose which Streak fields must be filled to push Candidates into Streak.

<code>Protected Fields</code> - Selected fields will not be overwritten in Streak when syncing data.

<code>Filterable Fields</code> - 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.

1. <code>Only add notes to synced records</code> - 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 Streak once a Candidate has been marked as "interested" or "replied".
2. <code>When adding to a campaign</code> - Choose to sync when adding Candidates 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.
3. <code>Displayed Fields</code> - Choose which Streak fields users can optionally tag to a Candidate to push into Streak.
4. <code>Mandatory Fields</code> - Choose which Streak fields must be filled to push Candidates into Streak.
5. <code>Protected Fields</code> - Selected fields will not be overwritten in Streak when syncing data.
6. <code>Filterable Fields</code> - 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 Streak fields to the corresponding SourceWhale variable.

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

<code>String Variables</code> - These SourceWhale variables can only be mapped to one field in Streak.

<code>List Variables</code> - These SourceWhale variables can be mapped to multiple fields in Streak.

<code>Social URLs</code> - Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Streak.

1. <code>String Variables</code> - These SourceWhale variables can only be mapped to one field in Streak.
2. <code>List Variables</code> - These SourceWhale variables can be mapped to multiple fields in Streak.
3. <code>Social URLs</code> - Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Streak.

Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬

Streak Integration Setup

Sync Features

Step 1

Step 2

Step 3

Sync Features

General Settings

Sync Settings

Field Mapping