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Setting up the Seven20 integration
Setting up the Seven20 integration

This article describes how to set up your Seven20 integration on SourceWhale.

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

In order to set up your Seven20 integration on SourceWhale simply follow these steps.

Step 1

Navigate to your initials/image in the bottom left-hand corner > click on Integrations > select Seven20.

Step 2

Click 'Activate'.

Sync Features

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

General Settings

  1. Do not merge with existing contacts in Seven20: Turning this toggle on will create duplicates in Seven20.

  2. Create a new company if no existing company is found: Turning on this toggle will create a new company in Seven20 if the company doesn't already exist.

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

  4. Displayed Account Warning: Select the option you would like displayed to help identify the correct company for a Candidate/ClientContact/Lead when there may be possible company duplicates or similarly named companies in Seven20.

  5. Create notes upon: Choose for which outreach types a note is pushed in Seven20.

Sync Settings

  1. Set different settings for Candidates/ClientContacts/Leads.

  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 Seven20 once a Candidate/ClientContact/Lead has been marked as "interested" or "replied".

  3. When adding to a campaign: Choose to sync when adding Candidates/ClientContacts/Leads 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 Seven20 fields users can optionally tag to a Candidate/ClientContact/Lead to push into Seven20.

  5. Mandatory fields: Choose which Seven20 fields must be filled to push Candidates/ClientContacts/Leads into Seven20.

  6. Protected fields: Selected fields will not be overwritten in Seven20 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.

Field Mapping

Here you can customise and map all Seven20 fields to the corresponding SourceWhale variable.

Note: Please do not adjust unless you are finding that the variables are not mapping as expected in Seven20.

  1. Set different settings for Candidates/ClientContacts/Leads

  2. String Variables: These SourceWhale variables can only be mapped to one field in Seven20.

  3. List Variables: These SourceWhale variables can be mapped to multiple fields in Seven20.

  4. Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Seven20.

You are now ready to start using your Seven20 Integration.

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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