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Mixmax

Mixmax is a feature rich application that allows for personalized communication and automation to elevate the candidate experience. Greenhouse Recruiting's integration with Mixmax allows your organization to bring Mixmax functionality into Greenhouse. In this article, we will cover:

Note: Please contact Mixmax Sales to request access to this integration.

 

Greenhouse/Mixmax Integration Overview 

When Greenhouse Recruiting's integration with Mixmax, your organization can:

  • Sync all your emails to Greenhouse Recruiting (including messages sent on mobile!)
  • Sync all your meetings to Greenhouse Recruiting
  • Send a prospect an email when they apply
  • Remove a candidate from a Mixmax Sequence when they are hired / not hired
  • Send a congratulatory email to a candidate that is hired
  • Send yourself an SMS notification on changes to applications that you are hiring for

The above features are enabled from within the MixMax application using Mixmax Rules.

 

Configure User Setup Permissions in Greenhouse Recruiting 

Note: The following section is intended for the user who will create the Harvest API key necessary to enable the integration. 

In order to create a Harvest API key for the Greenhouse/Mixmax integration, you will need the developer permission Can manage ALL organization’s API Credentials.

Contact a Greenhouse user in your organization with Site Admin level permissions with the additional user-specific permission Can edit another user's advanced permissions to apply the API credential management permission to your account. Have the user with Site Admin level permissions edit your user account's permissions by navigating to the Configure icon configure.png > Users > Your Name.

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The user with Site Admin level permissions should navigate to the Permissions panel on your user page and expand the Developer Permissions dropdown menu. 

Select Can manage ALL organization’s API Credentials so that a check is in the checkbox. When finished, click Save.

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Create a Harvest API Key for the Greenhouse/Mixmax Integration

Note: This section details how to create a Harvest API key for the Greenhouse/Mixmax integration. If a Harvest API key has already been created for your organization, please contact a Greenhouse Recruiting user with the appropriate permissions to retrieve the API key for your account.  

To create a Harvest API key for the integration, click on the Configure icon configure.png in the upper right-hand corner. Navigate to Dev Center on the left-hand panel.

From the Dev Center page, click API Credential Management.

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From the API Credential Management page, click Create New API Key to generate the API key for Mixmax. 

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From the Create new credential dialog box, give your API key a name and select Harvest from the Type dropdown menu. When finished, click Create

On the Manage API Key Permissions page, click Select all.

Note: By clicking Select all, you are providing Mixmax with access to all of your Greenhouse data. 

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When finished, click Update

Your Harvest API key for the Greenhouse/Mixmax integration is created and configured. Navigate to the newly created Harvest API key and click Copy.

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Enable Greenhouse/Mixmax Integration

Once the Greenhouse Harvest API key is copied, navigate to your Mixmax Settings - Integrations page.

Find Greenhouse on the subsequent list and click Connect Greenhouse.

Input the copied Greenhouse Harvest API key in the provided space. Click Save when finished.

Your Greenhouse Recruiting account is now integrated with Mixmax.

 

Examples

Sync Emails to Greenhouse Recruiting

This section how to set up Greenhouse Recruiting so whenever you send an email, it will add a note to the candidate in Greenhouse Recruiting.

  1. Open Mixmax Rules and click New Rule.
  2. Enter anything for the title.
  3. Under When, select I send an email.
  4. Under Then, select Sync to Greenhouse.

 

Mixmax will now post a note to the candidates's Activity Feed when you send the candidate an email (on your mobile phone too!):                  

Tip: If you would like to also sync incoming emails, you can set up a similar rule for "I received an email" (under When).

 

Sync Meetings to Greenhouse Recruiting Candidates 

  1. Open Mixmax Rules and click New Rule.
  2. Enter anything for the title.
  3. Under When, select a meeting is confirmed.
  4. Under Then, select Sync to Greenhouse.

Mixmax will now post a note to the candidates' Activity Feed when a meeting is scheduled. 

 

Sync Sequences to Greenhouse Recruiting

  1. Open your Settings in Mixmax
  2. Click Log to Greenhouse

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Remove Candidates from Mixmax Sequences When Hired 

  1. Open Mixmax Rules and click New Rule.
  2. Enter anything for the title.
  3. Under When, select Greenhouse: when a candidate has been hired. Follow the additional instructions to set up the Greenhouse webhook. 
  4. Under Then, select Remove them from a sequence.