Setting up your Recruit CRM 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 > search for Recruit CRM in the search bar.

To enable the Recruit CRM integration, ask your Recruit CRM account manager for an API key. The account manager can obtain one here.

Once you have entered the API Key, then click activate.

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

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

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

Add Candidate/Contact to Recruit CRM - Choose when Candidates/Contacts get added to Recruit CRM, 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/Contacts to option, we will only add notes to existing records in Recruit CRM once a Candidates/Contacts has been marked as "interested" or "replied".

Displayed Fields - Choose which Recruit CRM fields users can optionally tag to a Candidates/Contacts to push into Recruit CRM.

Mandatory Fields - Choose which Recruit CRM fields must be filled to push Candidates/Contacts into Recruit CRM

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

Here you can map SourceWhale outreach stages to your custom Recruit CRM stages.

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

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

Don't overwrite existing CVs in Recruit CRM - If a contact has an existing CV in Recruit CRM, we will not upload a new CV.

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 Recruit CRM.

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 different jobs within Recruit CRM (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 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! 💬