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

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

Search for Recruitly in the search bar and select it.

Navigate to My Profile -> My API Keys page from your Recruitly dashboard.

At the top of the Private API Keys page, you will see the option to Generate New Key.

Once you have entered the API key in the field then click 'Activate'.

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

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

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

Add Candidate/Contact/Lead to Recruitly - Choose when Candidates/Contacts/Leads get added to Recruitly, 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/Contact/Lead to option, we will only add notes to existing records in Recruitly once a Candidate/Contact/Lead has been marked as "interested" or "replied".

Displayed Fields - Choose which Recruitly fields users can optionally tag to a Candidate/Contact/Lead to push into Recruitly.

Mandatory Fields - Choose which Recruitly fields must be filled to push Candidates/Contacts/Leads into Recruitly.

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

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

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

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

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

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

Don't overwrite existing CVs in Recruitly - If a contact has an existing CV in Recruitly, we will not upload a new CV.

Within SourceWhale you can use the Recruitly 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 Candidate/Contact/Lead 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/Contact/Lead 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 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 campaign 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! 💬