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

Go to your initials/image in the bottom left-hand corner of SourceWhale and click on it > Select Integrations from the dropdown box > Select workable.

To enable the Workable integration, go to the integrations page on Workable and click generate new token under the Access Token section.

Once you have added the relevant information then click activate.

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

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

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

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

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

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

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

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

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

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

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