In order to set up your Thrive 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 Thrive in the search bar.
Step 2
To enable the Thrive integration, navigate to the Integrations -> Access Tokens page on your Thrive dashboard. At the bottom you will see the option to Generate API Token.
Step 3
Click 'Activate'.
Once the integration is active you will see a green connected box by the Thrive 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 Thrive- Turning this toggle on will create duplicates in Thrive.Update existing contacts' full work/education history, if known- Turning this toggle on will update contacts in Thrive with all available work and education history if synced again.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 when there may be a possible company duplicates or similarly named companies in Thrive.Create notes upon- Choose for which outreach types a note is pushed in Thrive.Default candidacy stage when creating contacts- Choose what you would like the default candidacy stage to be when contacts are createdSearch status whitelist- Only searches with these statuses will be available for selectionBlock emails to contacts/companies marked as...- SourceWhale will not send emails to contacts/companies based on the tags selected from the dropdown.
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 Thrive once a Candidate has been marked as "interested" or "replied".When adding to a campaign- 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.Displayed fields- Choose which Thrive fields users can optionally tag to a Candidate to push into Thrive.Mandatory fields- Choose which Thrive fields must be filled to push Candidates into Thrive.Protected fields- Selected fields will not be overwritten in Thrive 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 Thrive stages.
Select the drop-down for each stage to map it to the correct Thrive Stage
Check out this article to learn more about the SourceWhale stages.
Note Mapping
Here you can map SourceWhale stages to your custom Thrive note types.
Select the dropdown for each stage to map it to the correct Thrive Note Type
Field Mapping
Here you can customise and map all Thrive fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Thrive.
Set different settings for Contacts/Companies by clicking the dropdown.
String Variables- These SourceWhale variables can only be mapped to one field in Thrive.List Variables- These SourceWhale variables can be mapped to multiple fields in Thrive.Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Thrive.
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