Includes guides for setting up all Add-Ins including Gmail, Outlook, and Google Sheets Add-Ins
11 articles
Google Sheets IntegrationLearn how to upload contacts from Google Sheets onto the SourceWhale platform.
Microsoft Excel IntegrationLearn how to upload contacts from Google Sheets onto the SourceWhale platform.
Gmail Add-in
Learn how to use and install the Gmail add-in
Using the SourceWhale Gmail Add-in IntegrationThis article shows you how to set-up the Gmail integration and how to use it.
Extension conflictsTroubleshooting conflicts with SourceWhale's email add-ins
Setting up the SourceWhale Gmail Add-inHow to get setup with the Gmail add-in
Removing the SourceWhale Gmail Add-in
Outlook Add-in
Learn how to use and install the Outlook add-in
Using the SourceWhale Outlook Add-in IntegrationThis article shows you how to set-up the Outlook integration and how to use it.
Installing the SourceWhale Outlook Add-in - Microsoft AdminInstructions for Microsoft 365 Administrators installing the SourceWhale Add-in for Outlook.
Uninstalling the SourceWhale Outlook Add-inInstructions on how to uninstall the SourceWhale Outlook Add-in.
When to use Nudge Sequences 📧This article describes when best to use nudges within different business use cases
Installing the SourceWhale Outlook Add-in - General UserInstructions for Outlook users installing the SourceWhale Add-in on both new Outlook and classic Outlook.