Grayscale’s conversational recruiting platform makes it easy to text with candidates from within Greenhouse, while automating repetitive tasks in the hiring process.
Greenhouse Recruiting’s integration with Grayscale offers powerful texting capabilities for engaging with talent from directly within Greenhouse. In this article, we will cover how to:
- Configure User Setup Permissions in Greenhouse Recruiting
- Create a Harvest API Key for the Greenhouse/Grayscale Integration
- Leverage Grayscale to get the most from your integration
Configure User Setup Permissions in Greenhouse Recruiting
In order to enable the Greenhouse/Grayscale 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 > Users > Your Name)
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.
Repeat as necessary for any other user that should have access to set up the integration.
Create a Harvest API Key for the Greenhouse/Grayscale Integration
To create a Harvest API key for the integration, click on the Configure icon in the upper right-hand corner. Navigate to Dev Center on the left-hand panel.
From the Dev Center page, click API Credential Management.
From the API Credential Management page, click Create New API Key to generate the API key for Grayscale.
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, check the box for ‘Candidates’, then scroll to the bottom and select the box for ‘Users’. When finished, click Update.
Your Harvest API key for the Greenhouse/Grayscale integration is created and configured. Provide your Harvest API key to your Grayscale onboarding team so they can set up the integration.
How to use the Grayscale Integration with Greenhouse
Grayscale’s integration allows you to text with candidates directly within Greenhouse via Chrome Extension. Your Grayscale customer success manager will give you access to download the extension, which will work within Greenhouse, along with other recruiting sites like LinkedIn.
Upon downloading the extension, you’ll see a ‘g’ icon appear on the right hand side of your screen while in Greenhouse.
When you click on the tab, it will open the extension and allow you to start texting with candidates.
If the candidate is not recognized within Grayscale, you’ll can seamlessly add them to Grayscale to start texting. Grayscale automatically pulls in Name, Cell Phone #, and Email Address, so all you need to do is click ‘Save’.
To access your full inbox, click on the hamburger icon (three horizontal lines) on the top right hand corner of the Chrome extension and select ‘Inbox’.
While texting, your conversation history will be automatically imported into the Activity Feed for the candidate.
NOTE: We import the entire conversation 1 hour after the last message is sent/received to ensure the entire communication is organized together in the same note.
Below are some FAQs to help you out!
Where do I download the Chrome extension?
Contact your Grayscale customer success manager, who will provide you with a link to download the extension.
I downloaded the Chrome extension and the Grayscale tab isn’t showing up.
First, make sure you’re using the Chrome browser. Then try refreshing the page.
If that doesn’t work, make sure you’re on a support site (Greenhouse, LinkedIn, etc.). If you’re not in Greenhouse, navigate there, refresh the page, and try again.
Still not working? Try closing all your browsers and restarting Chrome.
My texting history isn’t displaying within the Activity Feed.
We update the activity feed one hour after the latest text message was sent/received for that candidate. This ensures your entire conversation is organized within the same note in the feed. If it’s been over an hour, try refreshing the page.
Still having issues?
Please contact email@example.com for troubleshooting assistance regarding the integration.