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Setting up the Streak Integration
Setting up the Streak Integration

This article describes how to set up your Streak integrations and sync features.

Soumya Jud avatar
Written by Soumya Jud
Updated over a week ago

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

  1. Streak Integrations Set-Up

  2. Sync Features

Step 1

Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu > Search for Streak in the search bar.

Step 2

To enable the Streak integration, follow the instructions here to generate an API key.

Step 3

Click 'Activate'.

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

Sync Features

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

General Settings

  1. Do not merge with existing contacts in Streak: Turning this toggle on will create duplicates in Streak.

  2. Create notes upon: Choose for which outreach types a note is pushed in Streak.

Sync Settings

  1. 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 Streak once a Candidate has been marked as "interested" or "replied".

  2. When adding to a campaign: Choose to sync when adding Candidates or when they respond or when they respond positively and are interested.

  3. Displayed fields: Choose which Streak fields users can optionally tag to a Candidate to push into Streak.

  4. Mandatory fields: Choose which Streak fields must be filled to push Candidates into Streak.

Field Mapping

Here you can customise and map all Streak fields to the corresponding SourceWhale variable.

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

  1. String Variables: These SourceWhale variables can only be mapped to one field in Streak.

  2. List Variables: These SourceWhale variables can be mapped to multiple fields in Streak.

  3. Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Streak.

You are now ready to start using your Streak integrations. See our article on using Strea 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! 💬

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