Setting up your Recruitee integration is a very swift process. Simply follow these steps:
Step 1
When on the dashboard select your initials/image in the bottom left hand corner > select Integrations > search and select Recruitee.
Step 2
To enable the Recruitee integration, navigate to your API settings.
Click New token and call your token SourceWhale
Your team's Recruitee Subdomain is displayed on the API settings page.
Insert them in the fields provided > Click activate.
Once your integration is activated you will see a green connected box appear next to the Recruitee logo.
Integration Settings
On the integrations page, you will be able to set default settings for yourself and your team.
Contact Settings
Adding to Recruitee
Add Candidate to Recruitee
- Choose when Candidates get added to Recruitee, 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 to
option, we will only add notes to existing records in Recruitee once a Candidate has been marked as "interested" or "replied".
Candidate Fields
Displayed Fields
- Choose which Recruitee fields users can optionally tag to a Candidate to push into Recruitee.
Mandatory Fields
- Choose which Recruitee fields must be filled to push Candidate into Recruitee.
Update field in Recruitee
- 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.
Activity Notes
Here you can choose which activities will create notes in Recruitee.
β
Note creation
Create new notes from
- Choose for which outreach types a note is pushed in Recruitee.
Contact Fields
Here you can customise and map all Recruitee fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Recruitee.
General Settings
Advanced Settings
Don't overwrite existing CVs in Recruitee
- If a contact has an existing CV in Recruitee, we will not upload a new CV.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! π¬