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

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

To enable the Ezekia integration, ask your Ezekia account manager for an API key.

Click activate.

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

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

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

Add Candidate to Ezekia - Choose when Candidates get added to Ezekia, 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 Ezekia once a Candidate has been marked as "interested" or "replied".

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

Mandatory Fields - Choose which Ezekia fields must be filled to push Candidate into Ezekia.

Update field in Ezekia - 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.

Here you can choose which activities will create notes in Ezekia

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

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

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

Here you can customise and map all Ezekia 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 when there may be possible company duplicates or similarly named companies in your CRM.

Update existing contacts' full work/education history, if known - Turning this toggle on will update contacts in Ezekia with all available work and education history if synced again.

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 contacts are pushed through to Ezekia.

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 Ezekia (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 campaigns setting page, you have selected that you want everyone to be pushed through as a contact, but you come across someone you'd rather not push through as a contact, 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! 💬