Hire Genius Integration Setup
Step 1
Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu.
Search for Hire Genius in the search bar.
Step 2
Click Activate.
When the integration is active, you will see a green connected box appear on the right-hand side of the Hire Genius logo.
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 Hire Genius - Automatically update Hire Genius with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
Adding to Hire Genius
Add Candidate/Contact to Hire Genius - Choose when Candidates/Contacts get added to Hire Genius, 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 Hire Genius once a Candidate/Contact has been marked as "interested" or "replied".
Candidate/Contact Fields
Displayed Fields - Choose which Hire Genius fields users can optionally tag to a Candidate/Contact to push into Hire Genius.
Mandatory Fields - Choose which Hire Genius fields must be filled to push Candidates/Contacts into Hire Genius.
Update field in Hire Genius - 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
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 Hire Genius.
Note creation
Create new notes from - Choose for which outreach types a note is pushed in Hire Genius.
Contact Fields
Here you can customise and map all Hire Genius fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Hire Genius.
General Settings
Displayed Company Information
Displayed account info - Select the option to give further information regarding a company in the SourceWhale Chrome extension.
Displayed account 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 email addresses - If you flag an email address in SourceWhale, it will be removed from any contacts in Hire Genius that have the address.
Remove flagged phone numbers - If you flag a phone number in SourceWhale, it will be removed from any contacts in Hire Genius that have the address.
Advanced Setting
Don't overwrite existing CVs in Hire Genius - If a contact has an existing CV in Hire Genius, we will not upload a new CV.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬