Greenhouse Integration Setup
Setting up your Greenhouse integration is a very swift process. Simply follow the steps below!
Step 1
Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu > Search for Greenhouse in the search bar.
Step 2
Navigate to Greenhouse's Dev Centre and click Create New API Key
Choose Harvest under API Type.
Put SourceWhale in the description box and make a copy of the key
On the next screen, under the permissions section, choose Select All.
Step 3
Provide your API key and Greenhouse Domain in the relevant fields in SourceWhale and then click activate.
Once your integration is active, you will see a green connected box appear to the right of the greenhouse 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 Greenhouse - Automatically update Greenhouse with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
Block emails to recipients marked as off-limits - If turned on, SourceWhale will not send emails to contacts marked as off-limits/opt-out in Greenhouse
Adding to Greenhouse
Add Candidates/Prospects to Greenhouse - Choose when Candidates/Prospects get added to Greenhouse, 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 Candidates/Prospects to option, we will only add notes to existing records in Greenhouse once a Candidate/Prospect has been marked as "interested" or "replied".
Candidates/Prospects Fields
Displayed Fields - Choose which Greenhouse fields users can optionally tag to a Candidates/Prospects to push into Greenhouse.
Mandatory Fields - Choose which Greenhouse fields must be filled to push Candidates/Prospects into Greenhouse.
Update field in Greenhouse - 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.
Activity Notes
Here you can choose which activities will create notes in Greenhouse
Note creation
Create new notes from - Choose for which outreach types a note is pushed in Greenhouse.
Contact Fields
Here you can customise and map all Greenhouse fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Greenhouse.
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/Prospect when there may be possible company duplicates or similarly named companies in your CRM.
Advanced Setting
Don't overwrite existing CVs in Greenhouse - If a contact has an existing CV in Greenhouse, we will not upload a new CV.
Update existing contacts' full work/education history, if known - Turning this toggle on will update contacts in Greenhouse with all available work and education history if synced again.
Using Greenhouse with SourceWhale
Campaign Settings page
On the campaigns settings page you will be able to choose how (under which category) contacts for a particular campaign are pushed through to Greenhouse. You will be able to push through contacts as Candidates or Prospects.
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 pull through contacts to a variety of different areas within Greenhouse (shown below).
When you select any of these, everyone you source and add to the campaign will be pulled through to the fields selected.
Chrome Extension
When using the chrome extension you will be able to access some of these features as well. This option is available in order to give you the ability to change the settings you have previously set, for specific individuals.
I.e. In the campaign settings page, you have selected that you want everyone to be pushed through as a candidate, but you come across someone you'd rather push through as a prospect, you can then change this by clicking on the 'sync as' box and selecting the option that suits that contact better.
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 by going into the integrations page.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬