Setting up your TargetRecruit integration in SourceWhale is very simple, all you need to do is follow the steps below.

Go to your initials/image in the bottom left-hand corner of SourceWhale and click on it > Select Integrations from the dropdown box.

Search for TargetRecruit in the search bar.

Simply click Activate and login with your CRM details.
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When the integration is active, you will see a green connected box appear on the right-hand side of the TargetRecruit logo.

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

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

Add Candidate/Contact to TargetRecruit - Choose when Candidates/Contacts get added to TargetRecruit, either when added to the campaign, when they respond or when they respond positively and are interested. Alternatively, you can choose to not add this contact type.

Only add notes to synced records - Toggling this on will mean that if you have "only when they reply" or "only when they are interested" for the Add Candidate/Contact to option, we will only add notes to existing records in TargetRecruit once a Candidate/Contact has been marked as "interested" or "replied".

Displayed Fields - Choose which TargetRecruit fields users can optionally tag to a Candidate/Contact to push into TargetRecruit.

Mandatory Fields - Choose which TargetRecruit fields must be filled to push Candidate/Contact into TargetRecruit.

Update field in TargetRecruit - You can choose "Always update" or "Only update if Blank":

Always update will update the field regardless if there is existing information on a contact in this field. Any existing information will be overwritten by the new information.

Only update if Blank will only update when the field is empty and won't overwrite any existing 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.

Here you can choose which activities will create notes in TargetRecruit.

Create new notes from - Choose for which outreach types a note is pushed in TargetRecruit.

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

Displayed account info - Select the option to give further information regarding a company in the SourceWhale Chrome extension.

Displayed account warning - Select the option you would like displayed to help identify the correct company for a Candidate/Contact when there may be possible company duplicates or similarly named companies in your CRM.

Remove flagged email addresses - If you flag an email address in SourceWhale, it will be removed from any contacts in TargetRecruit that have the address.

Remove flagged phone numbers - If you flag a phone number in SourceWhale, it will be removed from any contacts in TargetRecruit that have the address.

Don't overwrite existing CVs in TargetRecruit - If a contact has an existing CV in TargetRecruit, we will not upload a new CV.

Create a new company if no existing company is found - Turning on this toggle will create a new company in Salesforce if the company doesn't already exist.

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