In order to set up your Streak 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 Streak in the search bar.
Step 2
To enable the Streak integration, follow the instructions here to generate an 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 Streak 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 Streak - Automatically update Streak with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
Adding to Streak
Add Candidate to Streak - Choose when Candidates get added to Streak, 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 Streak once a Candidate has been marked as "interested" or "replied".
Candidate Fields
Displayed Fields - Choose which Streak fields users can optionally tag to a Candidate to push into Streak.
Mandatory Fields - Choose which Streak fields must be filled to push Candidates into Streak.
Update field in Streak - 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 Streak.
Note creation
Create new notes from - Choose for which outreach types a note is pushed in Streak.
Contact Fields
Here you can customise and map all Streak fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Streak.
Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬