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Setting up the Recruiterflow Integration
Setting up the Recruiterflow Integration

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

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

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

Step 1

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

Step 2

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

Step 3

Click activate.

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

Sync Features

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

General Settings

  1. Do not merge with existing contacts in RecruiterFlow: Turning this toggle on will create duplicates in RecruiterFlow.

  2. Don't overwrite existing CVs in RecruiterFlow: If contact has an existing CV in RecruiterFlow, we will not upload a new CV.

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

  4. Displayed Client Warning: Select the option you would like displayed to help identify the correct company for a Candidate/Contact when there may be a possible company duplicates or similarly named companies in RecruiterFlow.

  5. Create notes upon: Choose for which outreach types a note is pushed in RecruiterFlow.

Sync Settings

  1. Set different settings for Candidates and Contacts.

  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 RecruiterFlow once a Candidate/Contact has been marked as "interested" or "replied".

  3. When adding to a campaign: Choose to sync when adding Candidates/Contacts 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 RecruiterFlow fields users can optionally tag to a Candidate/Contact to push into RecruiterFlow.

  5. Mandatory fields: Choose which RecruiterFlow fields must be filled to push Candidate/Contact into RecruiterFlow.

  6. Protected fields: Selected fields will not be overwritten in RecruiterFlow 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 RecruiterFlow stages.

  1. Set different settings for Candidates/Contacts

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

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

Field Mapping

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

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

  1. Set different settings for Candidates and Contacts.

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

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

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

You are now ready to start using your Recruiterflow integrations. See our article on using Recruiterflow 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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