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

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

Search for Breezy HR in the search bar.

Enter your Breezy HR email and password then click Activate.

Once your integration is active you will see a green connected box appear by the Breezy HR icon.

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

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

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

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

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

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

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

Within SourceWhale you can use the Breezy HR 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, you can choose whether to sync or not to sync. 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 Candidate 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 not push through, you can then change this by clicking on the 'sync as' box and selecting the option that suits that Candidate better.

You can do the same in regards to campaign setting options, by clicking on the grey arrow to the right of the 'Sync' box.

Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬