In order to set up your Less Annoying CRM integration on SourceWhale simply follow these steps.
Step 1
Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu.
Search for Less Annoying CRM in the search bar.
Step 2
Navigate to the API settings page and create a new API key.
Step 3
Once you have entered your API key then click 'Activate'.
Once the integration is active, you will see a green connected box by the Less Annoying CRM icon.
Integration Settings
On the integrations page, you will be able to set default settings for yourself and your team.
Contact Settings
Sync manual contact updates to Less Annoying CRM - Automatically update Less Annoying CRM with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
Adding to Less Annoying CRM
Add Contact to Less Annoying CRM - Choose when Contacts get added to Less Annoying CRM, 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 to option, we will only add notes to existing records in Less Annoying CRM once a Contact has been marked as "interested" or "replied".
Contacts Fields
Update field in Less Annoying CRM - 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.
Activity Notes
Here you can choose which activities will create notes in Less Annoying CRM.
Note creation
Create new notes from - Choose for which outreach types a note is pushed in Less Annoying CRM.
Contact Fields
Here you can customise and map all Less Annoying CRM fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Less Annoying CRM.
General Settings
Displayed Company Information
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 Contact when there may be possible company duplicates or similarly named companies in your CRM.
Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬