Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu.

Search for ShadowOne in the search bar.

Click Activate.

When the integration is active, you will see a green connected box appear on the right-hand side of the ShadowOne logo.

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

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

Add Candidate/Contact to ShadowOne - Choose when Candidates/Contacts get added to ShadowOne, 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 ShadowOne once a Candidate/Contact has been marked as "interested" or "replied".

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

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

Update field in ShadowOne - 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.

SearchAI 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 ShadowOne.

Create new notes from - Choose for which outreach types a note is pushed in ShadowOne

Here you can customise and map all ShadowOne 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 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! 💬