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

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

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

Click Activate.

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

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

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

Add Candidate/Client/Lead/Employee to Crelate - Choose when Candidate/Client/Lead/Employee get added to Crelate 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/Client/Lead/Employee to option, we will only add notes to existing records in Crelate once a Candidate/Client/Lead/Employee has been marked as "interested" or "replied".

Displayed Fields - Choose which Crelate fields users can optionally tag to a Candidate/Client/Lead/Employee to push into Crelate.

Mandatory Fields - Choose which Crelate fields must be filled to push Candidate/Client/Lead/Employee into Crelate.

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

Here you can map SourceWhale activities to your custom Crelate note types.

Set different settings for Candidate/Client/Lead/Employee by selecting the relevant tab.

Select the dropdown for each stage to map it to the correct Crelate Note Type

Here you can map SourceWhale outreach stages to your custom Crelate stages.

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

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

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/Client/Lead/Employee when there may be possible company duplicates or similarly named companies in your CRM.

Once you have set up your integration you will be able to use and set up the different features available.

On the campaigns setting page you will see different options regarding when and how Candidates/Client/Lead/Employee are pushed through to Crelate.

Dropdown options: If you click on the grey arrow to the right hand side of the 'Sync options', you will see that you have the possibility to push through Candidate/Client/Lead/Employee to a variety of different areas in Crelate (shown below)

When using the chrome extension you will be able to access some of these features as well. This option is available in order to give the ability to change the settings you have previously set, for specific individuals.

I.e. In the campaign settings page, you have selected that you want everyone to be pushed through as a candidate, but you come across someone you'd rather push through as a client, you can then change this by clicking on the 'sync as' box and selecting the option that suits that contact better.

You can do the same in regards to advanced setting options, by clicking on the grey arrow to the right of the 'Sync as' box.

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