Follow these 4 simple steps to get started!

  1. First Login

  2. View the SourceWhale Training videos

  3. Automatic email signature set-up

  4. Download the Chrome Extension

  5. Setting up your CRM integration


First Login

Once you have added your domain, you will then need to log in to SourceWhale by going to SourceWhale.app and using your Gmail, Microsoft Office 365, or Microsoft Exchange login credentials.


View the SourceWhale Training videos

Step 1

Navigate to the SourceWhale dashboard > initials/image > Training.

Step 2

Here you can view the SourceWhale Training videos.


Automatic signature set-up

If you use G-Suite, your signature will automatically sync with SourceWhale.

If you use Microsoft, send an email with ONLY your email signature (no subject line, no extra text in the main body) to signatures@sourcewhale.com. This will take a few minutes and automatically set up your email signature to use on SourceWhale. This can be found on your profile.


Download the Chrome Extension

Step 1

Once you are logged in, you will need to download the Chrome Extension which can be found by clicking on your name in the top right-hand corner and selecting "Extension" from the drop-down.

Step 2

Next click "Add to Chrome"...

Step 3

Next, confirm "add extension". This box is confirming SourceWhale's read and write permission required for the email integration.

Step 4

Click the puzzle piece on the top-right, then the pin icon which will pin the SourceWhale extension so it's easily accessible in the future.

Step 5

You should now open the extension for the first time by pressing the SourceWhale icon you have just pinned, accepting permissions on the pop-up box that will appear. The extension should resize your screen automatically when you open it and should resize your screen to normal when you close it. You will need to reload the web page you are on to make sure it works correctly. You will only need to do this the first time you open the extension.


Setting up your CRM integration

SourceWhale can also connect to your CRM or ATS and automatically sync contacts and email activity to your connected integration.

Step 1

Click on your name in the top right and select "Integrations".

Step 2

Select the correct CRM tab.

Each tab will either have an activate button, or a set of instructions for setting up your integration.

To set up your individual integrations and connect your CRMs and ATS, find all the instructions here on out Integrations page.


Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬

Did this answer your question?