Survale is a talent feedback platform that collects feedback from candidates, employees, and hiring teams throughout the recruiting process. Organizations use Survale surveys and dashboards to measure candidate experience and recruiting effectiveness.
Survale's integration with Greenhouse Recruiting allows users to automatically import candidate, application, job, hiring team, and interview data from Greenhouse Recruiting, and to use that data to send surveys when candidates reach key points in the hiring process.
The integration is read-only. Survale does not add, edit, or delete any data in Greenhouse Recruiting.
Configure the Survale integration
Prerequisites
Before you begin, confirm that you have:
- In Greenhouse Recruiting: A Site Admin account, or a user account that can manage all of your organization's API credentials. Only Site Admins can connect the integration with a service account, which Survale recommends.
- In Survale: A user account with access to the oAuth 2.0 page under Admin. Your Survale contact can grant this access.
- From your Survale contact: Confirmation of whether your organization will receive data through scheduled sync or webhooks. See How data reaches Survale.
Authorize Survale in Greenhouse Recruiting
Survale connects to Greenhouse Recruiting through the Harvest v3 API using OAuth 2.0. You don't need to create API credentials or share them with Survale.
Sign in to Survale and go to Admin > oAuth 2.0.
In the Initiate Greenhouse Auth section, click Authorize Survale. Greenhouse Recruiting opens in a new window.
Log in to Greenhouse Recruiting, if prompted, and review the permissions Survale requests. All of them are read-only and are listed in Permissions Survale requests.
Choose how to authorize the connection. Survale recommends selecting the service account option, because the connection then belongs to your organization and isn't tied to one person's user account. For more information, see Connect to Harvest v3 partner integrations.
Approve the request. When the window displays OAuth Successful, close it and return to Survale.
Validate the connection
On the Survale oAuth 2.0 page, in the Initiate Greenhouse Auth section, click Validate oAuth.
Confirm that Survale displays a list of up to 10 candidates from your Greenhouse Recruiting account.
Let your Survale contact know that the connection is validated. Survale's team then finishes setting up your data import.
How data reaches Survale
Survale's team configures one of these import methods for your organization:
| Method | How it works | Setup needed in Greenhouse Recruiting |
| Scheduled sync | Survale checks Greenhouse Recruiting for new and updated applications. The default schedule is every 60 minutes. | None beyond authorizing Survale |
| Webhooks | Greenhouse Recruiting sends events to Survale as they happen, and Survale processes them on its schedule (every 60 minutes by default). Survale uses the Harvest v3 API to retrieve related details. | Authorize Survale and set up webhooks |
During initial setup, Survale can also import existing applications from a start date you agree on with your Survale contact.
Set up webhooks
Complete this section only if your Survale contact confirms that your organization uses webhooks. Creating webhooks in Greenhouse Recruiting requires developer permissions.
Your Survale contact will provide an endpoint URL and a secret key for each webhook below. Treat the endpoint URLs as confidential, because they contain a credential.
For each row in the table:
- In Greenhouse Recruiting, click the Configure icon, then click Dev Center > Web Hooks.
- Click Create webhook.
- Enter the name, select the event, and enter the endpoint URL and secret key from your Survale contact.
- Save the webhook.
| Name | When |
survale_gh_status_v3 |
Candidate has changed stage |
survale_gh_application_updated_v3 |
Application updated |
survale_gh_rejected_v3 |
Candidate or prospect rejected |
survale_gh_hired_v3 |
Candidate has been hired |
candidate_application_submitted_v3 |
Candidate has submitted application |
candidate_merged_v3 |
Candidate has been merged |
Data Survale imports
Survale maps these Greenhouse Recruiting fields to Survale fields. No field mapping is required from you. Your Survale contact can add mappings for other candidate, job, or application fields, including custom fields.
Candidate
| Survale field | Greenhouse Recruiting field | Notes |
| First Name | Candidate first name | |
| Last Name | Candidate last name | |
| Email Address | Candidate's first listed email address | Used to send surveys |
| Other Emails | Candidate's other email addresses | |
| SMS Number | Candidate's first mobile number | Uses the first other listed number if there's no mobile number |
| Candidate Location | Candidate's first listed address | |
| Candidate Id | Candidate ID | |
| Tags | Candidate tags |
Application
| Survale field | Greenhouse Recruiting field | Notes |
| Status | Current stage name |
Rejected for rejected applications. hired for hired applications with no current stage. |
| Current Stage | Current stage name | |
| Source | Application source | |
| Applied Date | Application date | |
| Rejected Date | Rejection date | |
| Disposition | Rejection reason type and name | Scheduled sync uses the rejection note if there's no rejection reason |
| Start Date | Offer start date | Webhooks only |
Survale uses the application ID and candidate email address to identify each record.
Job
| Survale field | Greenhouse Recruiting field | Notes |
| JobTitle | Job name | |
| Requisition Id | Job requisition ID | |
| Department | Job department name | |
| City | Office location | From the job's first office |
| Office Name | Office name | From the job's first office |
| Office External Id | Office external ID | From the job's first office |
| Employment Type | Job custom field employment_type
|
Hiring team and interviews
| Survale field | Greenhouse Recruiting field |
| Hiring Manager (name and email) | Job hiring managers |
| Recruiter (name and email) | Application recruiter and job recruiters |
| Recruiting Coordinators (name and email) | Application coordinator and job coordinators |
| Recruiting Sourcers (name and email) | Job sourcers |
| Interviewers (name and email) | Scorecard interviewer or submitter |
| Interview Date | Scorecard interview date |
Use the Survale integration
After setup, the integration runs automatically. Nobody needs to take any action in Greenhouse Recruiting for candidates to reach Survale. Recruiting teams keep moving candidates through stages as usual.
Survale adds each candidate to a Survale email list based on their status. Each status has its own list, and Survale creates lists for new statuses automatically. To send surveys, Survale users connect campaigns to these lists.
Send a survey at a stage of the hiring process
Move a candidate through the hiring process in Greenhouse Recruiting as usual.
On its next run, Survale imports the update and adds the candidate to the list for their new status.
In Survale, set up a campaign for that list. Survale sends the survey according to the campaign's settings.
Survey content and timing are managed in Survale and don't change anything in Greenhouse Recruiting.
| When this happens in Greenhouse Recruiting | Survale does this |
| A candidate applies or moves to a new stage | Adds the candidate to the list for that stage, and records their previous status |
| A scorecard is submitted for an interview in a stage with multiple interviews | Adds the candidate to a list named <Stage> - Complete - <Interview>, with the interview date and interviewers |
| A scorecard is submitted in a stage with one interview, or a candidate with scorecards moves out of a stage | Adds the candidate to a list named <Stage> - Stage Complete
|
| A candidate is rejected | Adds the candidate to the Rejected list, with the disposition and rejection date |
| A candidate is hired | Adds the candidate to the hired list if the application has no current stage. Otherwise, the candidate stays on the list for their current stage. |
| A candidate is merged | Records the merged candidate ID and merge date on the candidate's Survale record (webhooks only). Other email addresses are saved in Other Emails. |
Review results
Imported fields are available in Survale, so you can review survey results by attributes such as department, source, recruiter, hiring manager, and interviewer.
Additional resources
For additional information not covered here, reach out to support@survale.com.
Can Survale import other fields?
Yes. Your Survale contact can map other candidate, job, or application fields to Survale fields.