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Setting up the Crelate integration
Setting up the Crelate integration

This article describes how to set up your Crelate integration and sync features.

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

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

Step 1

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

Step 2

To enable the Crelate integration, obtain an API key here and enter it in the box below.

Step 3

Click Activate.

When the integration is active, you will see a green connected box appear on the right-hand side of the Crelate logo.

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 Crelate: Turning this toggle on will create duplicates in Crelate.

  2. Displayed Company info: Select the option to give further information regarding a company in the SourceWhale Chrome extension.

  3. Displayed Company Warning: Select the option you would like displayed to help identify the correct company for a Candidate/ClientContact/Lead when there may be possible company duplicates or similarly named companies in Crelate.

  4. Create notes upon: Choose for which outreach types a note is pushed in Crelate.

Sync Settings

  1. Set different settings for Candidate/ClientContact/Leads.

  2. 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 Crelate once a Candidate/ClientContact/Lead has been marked as "interested" or "replied".

  3. When adding to a campaign: Choose to sync when adding Candidate/ClientContact/Leads 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.

  4. Displayed fields: Choose which Crelate fields users can optionally tag to a Candidate/ClientContact/Lead to push into Crelate.

  5. Mandatory fields: Choose which Crelate fields must be filled to push Candidate/ClientContact/Lead into Crelate.

  6. Protected fields: Selected fields will not be overwritten in Crelate when syncing data.

  7. 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 Crelate stages.

  1. Set different settings for Candidate/ClientContact/Leads

  2. Select the drop-down for each stage to map it to the correct Crelate Stage

Note: Check out this article to learn more about the SourceWhale stages.

Field Mapping

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

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

  1. Set different settings for Candidate/ClientContact/Leads

  2. String Variables: These SourceWhale variables can only be mapped to one field in Crelate.

  3. List Variables: These SourceWhale variables can be mapped to multiple fields in Crelate.

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

You are now ready to start using your Crelate integrations. See our article on using Crelate 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! ๐Ÿ’ฌ

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