Greenhouse Recruiting's integration with Call-Em-All allows you to send broadcasts to your Greenhouse contacts and candidates, all from within your Call-Em-All account. In this article, we will cover how to:
Configure User Setup Permissions in Greenhouse Recruiting
To connect your Call-Em-All and Greenhouse accounts, you will need to first create an API key within your Greenhouse account.
In order to enable the 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/Call-Em-All 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 Call-Em-All.
From the Create new credential dialog box, name your API key "Call-Em-All" in the Description field and select Harvest from the Type dropdown menu. When finished, click Create.
On the Manage API Key Permissions page, please provide the key all permissions included in the following three images. When finished, click Update.
Connect Greenhouse and Call-Em-All
Once you have the Harvest API key, log into your Call-Em-All account and navigate to your Settings. From there, click on Integrations. On the Integrations page, find Greenhouse and click Connect.
A pop-up window will appear asking for both your Greenhouse User Email and your Harvest API key. Enter those and complete the connection by clicking Connect Me at the bottom of the pop-up window.
Send a Broadcast to Greenhouse Candidates
To send out messages to your candidates, you will need to log into your Call-Em-All account and click on Create Broadcast. You will then follow the steps as you normally would to create a Broadcast, the difference being in step 2 where you are asked who you wish to send the message to.
Here in step 2, you can search for any candidates you have in Greenhouse. You can search by any of the displayed criteria, as well as by tags, if you need to find a custom list of people you tagged in Greenhouse.
Note: Tags are a really good way of saving searches in Greenhouse and finding them in Call-Em-All. The last section of this guide talks about tagging candidates in Greenhouse so you can search for them in Call-Em-All.
Once you find the contacts you wish to message, simply add them to your broadcast and continue. That is it!
Review Results in Greenhouse
Once your Broadcast goes out, Call-Em-All pushes back the results to Greenhouse so you can easily see what happened when your message went out. To view these results, navigate to the candidate profile for someone you contacted and view their Activity feed. There, Call-Em-All will post the results of your broadcast for you to review.
You can also view the Broadcast details in their entirety in your Call-Em-All account.
Tag Contacts in Greenhouse
Tagging candidates in Greenhouse is a great way to save a custom list of candidates and find them in Call-Em-All.
To tag candidates, navigate to All Candidates in Greenhouse, create a search for who you want to tag, and click Bulk Actions.
Put a check mark next to all candidates you wish to tag, then click Edit Selected.
Click Tags, then type out a tag you want to associate with these candidates.
In Call-Em-All, you can then search for this tag and you will be able to message that whole list!