Permissions: Job Admin and above with CRM access and a Sourcing Automation seat 

Product tier: Available for all subscription tiers with the Sourcing Automation add-on

Note: Please reach out to your Account Manager if you're interested in purchasing the Sourcing Automation add-on. 

Sourcing Automation is an add-on product in Greenhouse Recruiting that makes sourcing your superpower by helping you find, reach, and engage top talent quickly and effectively.

As an outbound sourcing solution, Sourcing Automation provides the following benefits:

  • Looks up and retrieves accurate contact information for identified prospects 
  • Bolsters recruiter outreach through personalized and automated email campaigns
  • Tracks prospect engagement and centralizes sourcing activities within Greenhouse Recruiting
  • Provides robust reports to measure sourcing efficacy and talent pipeline health

Getting started with Sourcing Automation

Follow these sequential steps to successfully set up Sourcing Automation:

Step Action Article
1 Users with an Admin seat must grant a seat to other users in the organization  View and manage Sourcing Automation seats
2 Authenticate your Google or Outlook 365 email account in Greenhouse Recruiting Email authentication
3 Set up email security for your Google or Outlook 365 email account Email security setup
4 Configure your Sourcing Automation account settings Sourcing Automation account settings
5 Create a campaign pool Create and manage campaign pools
6 Install the Greenhouse Recruiting Chrome extension to look up prospect contact information and add prospects to the campaign pool Greenhouse Recruiting Chrome extension
7 Add prospects to the campaign pool using other import methods  Add prospects to a campaign pool
8 Manage prospects in the campaign pool Manage prospects in a campaign pool

Greenhouse working sessions

For customers with Sourcing Automation, Greenhouse working sessions equip you with the knowledge and hands-on practice to make incremental improvements to your hiring process.

In this session, a Greenhouse expert teaches you how to create a campaign pool, add prospects to the pool using the Greenhouse Recruiting Chrome extension, and launch the pool.

Click here to register.

Note: You can begin the setup process at any time. Please have your seat enabled by an Admin seat user and authenticate your email account prior to the working session.

Additional resources