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TopFunnel

TopFunnel helps some of the fastest-growing companies scale their recruiting strategies with their sourcing and recruiting solutions.

Greenhouse Recruiting's integration with TopFunnel allows you to link your jobs from Greenhouse to a TopFunnel campaign and import candidates back to Greenhouse. In this article, we will cover:

 

Configure User Setup Permissions in Greenhouse Recruiting

In order to enable the Greenhouse Recruiting / TopFunnel integration, you will need the developer permission Can manage ALL organization’s API Credentials.

Contact a Greenhouse Recruiting 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 User-Specific Permissions panel on your user page and expand the Developer Permissions dropdown menu. 

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

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Repeat as necessary for any other user that should have access to set up the integration.

 

Create a Harvest API Key for the Greenhouse Recruiting / TopFunnel Integration

To create a Harvest API key for the integration, click 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 TopFunnel.

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In the Create New Credential dialog box, make the following selections:

  • API Type: Harvest
  • Partner: TopFunnel
  • Description: TopFunnel Harvest API Key

When finished, click Manage Permissions to generate the Harvest API key and automatically assign it the appropriate permissions required by TopFunnel.

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In the subsequent dialog box, click Copy to save your API key to your clipboard. Store the API key in a secure location to provide to TopFunnel in the next step. Click I have stored the API Key once you have copied and saved the key.

Note: You cannot access the full API key again after clicking I have stored the API Key. If you lose your API key and need to access it later, you must create a new API key, provide it to the integration partner, and then revoke access to the original key.

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On the subsequent page, confirm the following permissions are assigned to your new API key:

Candidates:
  • All permissions except DELETE: Delete Candidate
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Jobs:

  • GET: Retrieve Job
  • GET: List Jobs
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Tags: 

  • GET: List tags applied to candidate
  • GET: List Candidate Tags
  • PUT: Add a candidate tag
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Users: 

  • GET: Retrieve User
  • GET: List Users
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If any of the permissions above are not checked, place a check in the box next to the appropriate permission. Click Save when finished. 

Your Harvest API key for the Greenhouse Recruiting / TopFunnel integration is created and configured. Add the Harvest API key to your TopFunnel Settings page. 

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Use Greenhouse Recruiting / TopFunnel Integration

Add Data to Greenhouse Recruiting

You can easily link your jobs in Greenhouse to a campaign on TopFunnel. In TopFunnel, start typing the name of the role in the Greenhouse Job box, and the matching jobs will appear.

When you send out the initial email to a candidate in that campaign, the candidate will be added to the matching job in Greenhouse Recruiting.

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If you prefer to add your sourced candidates to Greenhouse Recruiting as prospects instead of as candidates, turn on the Add as Prospect toggle in your campaign.

To keep your Greenhouse clean, TopFunnel checks for an existing candidate as you source. TopFunnel does this by comparing existing email addresses in your Greenhouse account to those found by TopFunnel.

Tagging Candidates and Reporting

All the candidates imported to Greenhouse as candidates are given the tag TopFunnel, as well as the name of the person who sourced them and their campaign. You can use your existing Greenhouse analytics to track sourcing progress and recruiting channel performance. 

TopFunnel as a Source

You can add any source to Greenhouse Recruiting to track exactly where your candidates are coming from. Simply add the source you would like to attach to that campaign in the Greenhouse Source box.

Note: If you are using TopFunnel as a source, you do not need to create a new source, and you can turn it ON from the Manage Sources page.

 

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Get Help

Questions? Reach out to TopFunnel at support@topfunnel.co for assistance with this integration.