Setting up your Ashby integration in SourceWhale is very simple, please follow the steps below.

Go to your profile in the bottom left-hand corner of SourceWhale and click on your initials or image > Select Integrations from the dropdown box > Search for Ashby in the search bar.

To enable the Ashby integration, click here to generate a new API key.

Once you have entered the API Key, click Activate.

Once the integration is active you will see a green connected box by the Ashby icon.

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

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

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

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

Mandatory Fields - Choose which Ashby fields must be filled to push Candidates into Ashby.

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

Here you can customise and map all Ashby 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! 💬