SourceWhale is an all-in-one sourcing and outreach solution for recruiters that allows you to source candidates, receive personalized automated outreach/follow-ups, and see detailed analytics throughout the sourcing process.
Greenhouse Recruiting’s integration with SourceWhale allows you to ensure that your candidates and outreach activity are synced and recorded into Greenhouse Recruiting.
Configure the SourceWhale integration
Before configuring the integration, ensure you are signed in as a Greenhouse Site Admin.
In SourceWhale, navigate to Integrations by hovering over your profile in the bottom left and clicking the Integrations button.
Search for and select Greenhouse.
Click Connect with Greenhouse. You’ll be redirected to the Authorize SourceWhale to use your Greenhouse account page.
Review the permissions requested by SourceWhale. These permissions are defined by the integration and do not need to be selected individually.
Enter your Greenhouse Site Admin email address and click Log in to Greenhouse.
On the authorization page, select Authorize using a service account. This creates an organization-level service account to own the connection, rather than linking it to the Site Admin’s personal account.
Click Authorize.
After successful authorization, you’ll be redirected to SourceWhale. Confirm that Greenhouse displays as connected.
Note: If you experience connection issues, confirm that Greenhouse is displayed as connected in SourceWhale and that the required permissions were approved during authorization.
Field mapping table
| SourceWhale field or action | Greenhouse field/record | Direction | SourceWhale action |
| First name | Candidate first name | Both | Creates, updates and synchronizes |
| Last name | Candidate last name | Both | Creates, updates and synchronizes |
| Current company | Candidate company | Both | Creates, updates and synchronizes |
| Headline/job title | Candidate title | Both | Creates, updates and synchronizes |
| Personal email addresses | Candidate personal email addresses | Both | Creates, updates and synchronizes |
| Work email addresses | Candidate work email addresses | Both | Creates, updates and synchronizes |
| Mobile numbers | Candidate mobile phone numbers | Both | Creates, updates and synchronizes |
| Other phone numbers | Candidate other phone numbers | Both | Creates, updates and synchronizes |
| Social links | Candidate social media addresses | Both | Creates, updates and synchronizes |
| Location | Candidate home address | Both | Creates, updates and synchronizes |
| Tags/keywords | Candidate tags | Both | Adds and synchronizes tags |
| Employment history | Candidate employment: company, title, start date and end date | Both | Reads existing history and adds missing history |
| Education history | Candidate education: school, degree, discipline, start date and end date | Both | Reads existing education and adds missing history |
| Candidate owner | Candidate recruiter/owner | Greenhouse > SourceWhale | Synchronizes ownership information |
| Candidate timestamps | Created, updated and last activity dates | Greenhouse > SourceWhale | Synchronizes activity dates |
| Candidate/prospect type | Candidate application prospect status | Both | Creates prospects or candidates and identifies their type during synchronization |
| Selected job | Candidate application and job | Both | Creates an application against a selected job and synchronizes existing applications |
| Initial/current stage | Application interview stage | Both | Sets an initial stage, reads the current stage and supports stage changes |
| Application status | Application status | Both | Reads status and supports reject and hire actions |
| Transfer job | Application job | SourceWhale > Greenhouse | Transfers an application to another job |
| Rejection reason and notes | Application rejection details | Both | Rejects an application and synchronizes supported rejection information |
| Source | Application source | Both | Assigns and synchronizes the source |
| Prospect pool | Prospect pool | Both | Assigns and synchronizes the pool |
| Prospect pool stage | Prospect pool stage | Both | Assigns and synchronizes the pool stage |
| Prospective office | Application prospective office | Greenhouse > SourceWhale | Synchronizes office information |
| Prospective department | Application prospective department | Greenhouse > SourceWhale | Synchronizes department information |
| SourceWhale notes | Candidate activity notes | SourceWhale > Greenhouse | Creates public candidate notes |
| Greenhouse notes | Candidate notes | Greenhouse > SourceWhale | Retrieves candidate notes |
| Sent and replied email activity | Candidate email activity notes | SourceWhale > Greenhouse | Records configured email activity |
| Interviews | Scheduled interviews and interviewers | Greenhouse > SourceWhale | Synchronizes scheduled interview information |
| Offers | Candidate application offers | Greenhouse > SourceWhale | Synchronizes offer status and dates |
| Scorecards | Application scorecards | Greenhouse > SourceWhale | Retrieves scorecards |
| Supported custom fields | Candidate custom fields | Both when configured | Synchronizes mapped text, yes/no, single-select and multi-select fields |
| Jobs and openings | Jobs, openings, departments, offices and hiring managers | Greenhouse > SourceWhale | Retrieves reference data for job selection |
| Configuration values | Users, sources, tags, pools, stages and rejection reasons | Greenhouse > SourceWhale | Retrieves values used in SourceWhale settings |
Note: The exact data written to Greenhouse depends on the field mappings and integration settings configured in SourceWhale. SourceWhale retrieves Greenhouse reference data, such as jobs, stages, users and sources, but does not create or edit those configuration records.
Use the SourceWhale integration
Pushing a candidate or prospect to Greenhouse
In SourceWhale, select one or more people.
Click Actions, then select Push to Greenhouse.
Choose whether to add the person as a Candidate or Prospect.
If adding them as a Candidate, select the relevant Greenhouse job and, if required, an initial stage.
Complete any additional Greenhouse fields displayed.
Click Push to CRM.
Additional resources
For additional information or assistance with the SourceWhale integration, visit the SourceWhale Help Center or contact the SourceWhale support team using the chat icon in SourceWhale.