|Available for||Roles||Super Admin, Admin, Team Member, Limited Team Member
Can only be enabled by Super Admins
|Permissions||• Manage API credentials and manage integrations|
|Packages||LeverTRM, LeverTRM for Enterprise|
The SourceWhale integration allows users to sync contacts in SourceWhale into their Lever account as candidates. Users can choose when and how contacts are pushed into Lever and exactly how they want the contact to be synced. They can decide to add contacts to different postings in Lever, decide exactly what types of notes in SourceWhale should be synced across, and also have the ability to customise exactly which fields/stages in SourceWhale are mapped to which fields/stages in Lever.
Setting up the SourceWhale integration
||You must be a team or organization with admin rights in SourceWhale to install this integration.|
- In SourceWhale, navigate to your initials/image in the bottom left-hand corner of SourceWhale
- Click on the initials/image
- Select Integrations from the dropdown menu
- On the Integrations page select Lever
- Click Activate
- Sign in to Lever when prompted
- On the modal, review the list of requested permissions
- Click Accept to authorize the integration
- When the integration is active, you will see a green connected box appear on the right-hand side of the Lever logo
Configuring the SourceWhale integration
Once your integration is active you will notice that, you will be able to set some default settings for yourself and your team.
Pushing contacts into Lever
You will be able to choose at which stage you want the contacts that you are adding to a campaign will be pushed through to Lever. They can be pushed through at three different stages:
- When adding contact
- When contact replies
- When contact replies and is interested
You can then choose which stages in Lever the SourceWhale stages should be mapped to.
Choose which Lever fields users can use to 'Tag' contacts when pushing them into Lever, and know what each contact refers to exactly.
Choose which Lever fields users must 'Tag' contacts with when pushing into Lever.
Using the SourceWhale integration
Once you have set up your integration you will be able to use and set up the following available features:
- Campaign Settings
- Chrome Extension
Campaign Settings page
On the campaigns setting page, you will see different options regarding when and how contacts are pushed through to Lever.
Sync options: Changing your sync options will override the current team-wide setting for when to push contacts into Lever. If you do change this, the change will only apply to that particular campaign.
Dropdown options: If you click on the grey arrow to the right-hand side of the 'Sync options', you will see that you have the possibility to push through contacts to a variety of different areas in Lever (shown below). When you select any of these options, every candidate you source and add to the campaign will be pushed through to the fields selected.
When using the SourceWhale chrome extension you will be able to access some of the previous features as well. The Chrome Extension is available to give users the ability to change the settings you have previously set, for specific individuals.
You can do the same in regards to advanced setting options, by clicking on the grey arrow to the right of the 'Sync as' box.
||Your team admin can alter the fields displayed at any time via the integrations page on SourceWhale.|
For the latest information on using the SourceWhale integration with Lever, refer to SourceWhale's Lever integration help article. Check out SourceWhale's help article on how to use WhaleGPT to learn how to create content for candidate outreach.
Stuck or need some help? Click on the chat icon located at the bottom right hand corner of SourceWhale to connect with the SourceWhale support team! 💬
Disabling the SourceWhale integration
- In Lever navigate to Settings > Integrations and API
- Under the 'Authorized Apps' tab, locate the SourceWhale app
- Click Revoke access to disable the integration