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

Navigate to initials/image in the bottom left-hand corner of SourceWhale > Select Integrations from the dropdown box.

Once on the integrations page simply select Teamtailor.

To enable the Teamtailor integration, navigate to your API settings.
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Create a new API key with the name SourceWhale. Set the API Scope to admin, and ensure that both Read and Write are selected.

Enter your API Key then click Activate.

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

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

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

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

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

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

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

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

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

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

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 Teamtailor.

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 within Teamtailor (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.

Choose a campaign and then click the white arrow to reveal the Teamtailor sync options. You can then choose your sync options.

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! 💬