In order to set up your Firefish 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 Firefish in the search bar.
Step 2
To enable the Firefish integration, follow the instructions here.
Once the integration is active, you will see a green connected box by the Firefish 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 Firefish - Automatically update Firefish with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
Adding to Firefish
Add Candidate/Contact to Firefish - Choose when Candidates/Contacts get added to Firefish, 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 to option, we will only add notes to existing records in Firefish once a Candidate/Contact has been marked as "interested" or "replied".
Candidate/Contact Fields
Displayed Fields - Choose which Firefish fields users can optionally tag to a Candidate/Contact to push into Firefish.
Mandatory Fields - Choose which Firefish fields must be filled to push Candidate/Contact into Firefish.
Update field in Firefish - 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.
Advanced Settings
Default Legal Basis - Set a default legal basis for all candidates.
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.
Activity Notes
Here you can choose which activities will create notes in Firefish.
Note creation
Create new notes from - Choose for which outreach types a note is pushed in Firefish.
Contact Fields
Here you can customise and map all Firefish fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Firefish.
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 Candidate/Contact when there may be possible company duplicates or similarly named companies in your CRM.
Flagged data removal
Remove flagged phone numbers - If you flag a phone number in SourceWhale, it will be removed from any contacts in Firefish that have the number.
Advanced Settings
Don't add additional CVs to contacts in Firefish - CVs won't be added to contacts who already have a CV in Firefish
Update existing contacts' full work/education history, if known - Turning this toggle on will update contacts in Firefish with all available work and education history if synced again.
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