Lever Integrations Setup
To learn how to set up your Lever integration in SourceWhale, all you need to do is follow the steps below:
Step 1
Navigate to your initials/image in the bottom left-hand corner of SourceWhale
Click on the initials/image
Select Integrations from the dropdown menu
Select Lever.
Step 2
Once on the integrations page select Lever and click on Activate.
Step 3
Sign in to Lever when prompted.
Click ‘Accept’ on the Lever redirect window.
Step 4
When the integration is active, you will see a green connected box appear on the right-hand side of the Lever logo.
Integration Settings
On the integrations page, you will be able to set default settings for yourself and your team.
Contact Settings
Sync manual contact updates to Lever - Automatically update Lever with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
Adding to Lever
Add Candidate to Lever - Choose when Candidates get added to Lever, 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 Lever once a Candidate has been marked as "interested" or "replied".
Candidate Fields
Displayed Fields - Choose which Lever fields users can optionally tag to a Candidate to push into Lever.
Mandatory Fields - Choose which Lever fields must be filled to push Candidate into [CRM].
Update field in Lever - 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 Lever
Note creation
Create new notes from - Choose for which outreach types a note is pushed in Lever.
Contact Stages
Here you can map SourceWhale outreach stages to your custom Lever stages.
Select the drop-down for each stage to map it to the correct Lever Stage.
Contact Fields
Here you can customise and map all Lever fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Lever.
Use Lever with SourceWhale
Campaign Settings Page
On the campaigns setting page, you will see different options regarding when and how contacts are pushed through to Lever.
Sync options: Changing this will override the current team-wide setting for when to push contacts into Lever.
If you do change the sync options, the change will only apply to that particular campaign.
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 contacts to a variety of different areas in Lever (shown below).
When you select any of these everyone you source and add to the campaign will be pushed through to the fields selected.
Chrome Extension
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.
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.
Your team admin can alter the fields displayed at any time by going into the integrations page.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬