Cavalry HR integration

Cavalry HR helps hiring teams identify the top 5% of applicants for Sales and GTM roles. The platform combines AI Screening and Sales Assessments purpose-built to predict quota attainment — not just evaluate resumes. Candidates go through automated screening, structured AI-led assessments based on real-world sales scenarios, and live AI video interviews in formats like cold call, discovery call, and demo call. Each assessment returns a scored report, full recording, timestamped transcript, and a clear hire/no-hire recommendation, so hiring teams spend their time only on candidates who are genuinely ready to close.

Cavalry HR's integration with Greenhouse Recruiting brings this signal directly into the recruiter's workflow. Hiring teams can trigger Cavalry HR assessments from within Greenhouse and automatically receive candidate scores and assessment results back in the candidate's profile — without switching tools. This gives both recruiters and hiring managers a complete picture of each candidate in one place, from application to assessment outcome, accelerating decisions and reducing time-to-hire.

Cavalry HR's integration with Greenhouse Recruiting allows you to seamlessly add Cavalry HR's assessment to a job's interview plan.

Configure the Cavalry HR integration

Connect Greenhouse during the onboarding process or in the "Company" tab

It will launch the authentication flow. Review the requested permissions, and Log in to Greenhouse with your credentials to continue.

After logging in, you'll see the requested permissions again and a checkbox for how to authorize this integration.

There are two authorization options:

This is the recommended option - Authorize using a service account: Creates an organization-level service user account that owns the authorization. The account has no username or password and persists until disconnected by a permissioned user. Actions appear in Greenhouse as performed by the service account.

Note: This option is available only if the authorizing user is a Site Admin.

Authorize without a service account: Links the authorization to the individual user's account. Actions taken by the integration appear as if they were performed by that user.

After that, you should see the integration marked as active.

Choose your integration type

After the integration is activated, you can choose between two integration types depending on your hiring workflow:

Option 1: Harvest V3 API (Automated workflow)

This option is designed for fully automated candidate processing based on pipeline stages.

How it works:

• A candidate entering a selected source stage in Greenhouse automatically triggers a Cavalry HR interview
• After completing the interview, the candidate is automatically moved to a target stage
• Interview results are added to the candidate's Notes
• You can also manually import candidates from Cavalry HR if needed

Option 2: Assessment API (Manual trigger)

This option adds a manual assessment step within your existing workflow.

How it works:

• A "Send Test" button appears on a selected stage in the pipeline
• Recruiters manually send the assessment to candidates
• The system displays the assessment status directly in Greenhouse
• Results are returned within the Assessment section
• The candidate is not moved automatically to another stage

Use the Cavalry HR integration (Harvest V3 API option)

Create a job (Jobs > Create New Job)

Add a job title, upload your job description, set up the interview questions and click "Create job". After that you'll see "ATS Integration" section

Choose the same job from Greenhouse

Choose "Webhook / Manual import"

Select the source and target stages. Candidates who enter the source stage will automatically receive a Cavalry HR interview invitation. Candidates who complete the interview will be moved to the target stage. Click "Link Job" and "Save Changes".

You can import candidates manually by clicking "Import Candidates" and choosing candidates from your ATS pipeline.

You can also move a candidate to the selected source stage in your ATS to automatically send them a Cavalry HR interview invitation. Once the candidate completes the interview, they will be moved to the target stage. Interview results will be available in Cavalry HR and in the candidate's Notes in Greenhouse.

Use the Cavalry HR integration (Assessment API option)

Enable the integration

Follow the steps in this article to add the assessment stage in your interview plans. To retrieve the Cavalry HR Assessment API key, click the "Generate Key" button shown below.

Once you've set up your interview plans and configured your take home test, you'll be able to send the test to candidates.

Use the integration with Greenhouse Recruiting

Once the Cavalry HR integration is enabled for your organization, you will be able to add the Cavalry HR assessment as an interview stage.

You can send an assessment to a candidate by selecting the Send Test button next to the interview stage. The assessment instructions will be sent by Cavalry HR.

After it has been sent, an assessment's status will display in Greenhouse Recruiting.

Once the candidate has submitted their test, the Interview Kit will contain a link to view the submitted test in the Cavalry HR application.

To see a candidate's results in Cavalry HR, click Go to test.

Greenhouse Data We Add Or Edit

We do not create or update Greenhouse candidate profile fields, job fields, attachments, offers, or custom fields in the current integration flow.

We do take action on these Greenhouse-side records/fields:

Mapped Fields

Additional resources

For additional information not covered here, reach out to support@cavalryhr.com.