In order to set up your Mercury integration on SourceWhale simply follow these steps:

Navigate to your initials/image in the bottom left-hand corner > click on Integrations

Search for Mercury and then click on Mercury

Enter your Mercury URL in the field (This is the URL when you are on Mercury). Then click Activate

Once the integration is active you will see a green connected box to the right of the Mercury icon.

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

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

Block emails to recipients marked as off-limits - If turned on, SourceWhale will not send emails to contacts marked as off-limits/opt-out in Mercury.

Add Contact/Candidate/Client/Candidate & Client to Mercury xRM - Choose when Contact/Candidate/Client/Candidate & Client get added to Mercury, 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 Contact/Candidate/Client/Candidate & Client to option, we will only add notes to existing records in Mercury once a Contact/Candidate/Client/Candidate & Client has been marked as "interested" or "replied".

Displayed Fields - Choose which Mercury fields users can optionally tag to a Contact/Candidate/Client/Candidate & Client to push into Mercury.

Mandatory Fields - Choose which Mercury fields must be filled to push Contact/Candidate/Client/Candidate & Client into Mercury.

Update field in Mercury - 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.

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.

Here you can choose which activities will create notes in Mercury.
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Create new notes from - Choose for which outreach types a note is pushed in Mercury.

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

Displayed account info - Select the option to give further information regarding a company in the SourceWhale Chrome extension.

Displayed account warning - Select the option you would like displayed to help identify the correct company for a Contact/Candidate/Client/Candidate & Client when there may be possible company duplicates or similarly named companies in your CRM.

Allowed Record Types - Allow users to add these kinds of records to Mercury

Block business development emails to contacts marked as... - Block emails to contacts on business development campaigns who have these statuses in Mercury

Block candidate sourcing emails to contacts marked as... - Block emails to contacts on candidate sourcing campaigns who have these statuses in Mercury

Within SourceWhale you can use the Mercury integration features in the campaign settings or Chrome extension.

When creating a campaign, you will be prompted with this pop-up:

Below the campaign name and type, you can choose whether to sync as a Lead or Contact. You can also choose to adjust the default sync settings. 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 a Lead or Contact through with specific tags.

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 settings 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! 💬