Interseller helps recruiters find and make contact with candidates by finding their email and sending email sequences.
Greenhouse Recruiting's integration with Interseller allows you to automatically sync contacts and email activity to easily track and manage your communications between Interseller and Greenhouse. The integration also allows Interseller to assign which job a contact belongs to, or which pool stage they should be in at an account and sequence level.
In this article, we will cover:
Enable Greenhouse Recruiting / Interseller Integration
To enable the integration, head to the Integrations page in Interseller and select Greenhouse from the list. You will be prompted to enter your login credentials and grant Interseller access to your Greenhouse Recruiting account. This will allow Interseller to create and sync contacts over to Greenhouse and sync over any email activity from the Interseller end.
After you have connected to Greenhouse Recruiting, you can choose how contacts from all sequences sync from Interseller to Greenhouse.
Adjust Sync Settings
You can choose how all contacts sync over from Interseller to Greenhouse by selecting one of the following options:
- Off: Contacts will not sync over to Greenhouse
- Sync contacts when added to a sequence: Contacts will sync over to Greenhouse when they are added to a sequence
- Sync contacts only when they reply back: Contacts will only sync over to Greenhouse when they reply to a sequence
Deactivate Syncing Sequences to Greenhouse Recruiting
You can also deactivate syncing a specific sequence over to Greenhouse in the Sync tab within a sequence's settings.
If you do not want contacts to sync over to Greenhouse, you will need to make sure this setting is enabled first before adding contacts into the sequence.
When a sequence has syncing deactivated, a Sync Disabled indicator will appear for that sequence:
Enable/Deactivate Deduplication for Greenhouse Recruiting
You can toggle on the Deduplication setting to be warned if a contact already exists in Greenhouse. This will mark the contact with the error Exists in Greenhouse if Interseller finds the same email address already exists in Greenhouse prior to being added into Interseller.
If deduplication is turned off, then Interseller will not warn you if the contact already exists in Greenhouse.
Below are two common scenarios describing when a new contact record will be created and when a new contact record will not be created when the contact has synced over to the integration:
- If the same email address exists both in Greenhouse and in Interseller, a duplicate contact record will not be created in Greenhouse
- If there are two different email addresses for the same contact (one in the Greenhouse and one in Interseller), a second contact record will be created with the second email address when they sync over from Interseller to Greenhouse
Change Default Job/Pool Sync at Account Level
You can set the default job posting that all contacts across all sequences are synced to at the account level by adjusting the Job & Pools sync setting.
Interseller recommends leaving this setting blank if you are syncing contacts to specific jobs or pool stages for each sequence.
Change Job/Pool Sync for Each Sequence
You can override the default setting by adjusting the sync settings for each sequence.
To adjust the sync settings, open the sequence's settings and select the specific job or pool stage for contacts to sync over to in Greenhouse.
Be sure to select the correct job or pool stage first, as contacts cannot be re-synced if they were added first and then a job or pool stage is selected for the sequence at a later time.
If the sequence has a specific job or pool stage selected for the sequence, it will show a Custom Sync indicator within the sequence:
Sync Email Activity for Contacts
You can sync the email activity for contacts over to Greenhouse when you toggle on the Activity Tracking setting.
Interseller recommends setting up the integration first before emailing contacts, as email activity cannot be backfilled if contacts were messaged before Greenhouse was connected.
Check if Contact Exists in Greenhouse Recruiting via Chrome Extension
When Greenhouse is connected and deduplication is enabled, Interseller will check to see if the contact exists in Greenhouse during an email lookup through our Chrome extension.
If the contact does not exist in Greenhouse, this will be highlighted in the email lookup with No duplicates found in Greenhouse.
If the contact does exist in Greenhouse, this will be highlighted in the email lookup with Duplicate found in Greenhouse.
Clicking the Greenhouse link in the lookup window will open the contact’s existing record in Greenhouse Recruiting:
Confirm Contact Synced to Greenhouse
After a contact has been added into a sequence, you can see if they synced to Greenhouse by opening the contact's profile and clicking Open in Greenhouse. This will redirect you to the candidate's profile in Greenhouse and show the job/pool stage they synced over to as well.
Sync Sent Messages and Contacts' First Replies
When activity tracking is enabled, Interseller will sync the sent messages for the email sequence. If a contact replies to the sequence, only their first reply will sync over. Any reply after the contact's first reply will not sync.