Greenhouse Recruiting Chrome extension for Sourcing Automation

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

Product tier: Available for all subscription tiers

Note: This article is for users with a Sourcing Automation seat. Click here to learn how to use the Greenhouse Recruiting Chrome extension with CRM access only.

The Greenhouse Recruiting Chrome extension is a browser plugin that allows your organization to add prospects to your Greenhouse CRM from a website, resume, or manually through the plugin without leaving your current workflow.

For organizations with a Sourcing Automation seat, the extension also has the ability to discover a prospect's email address when parsing their information from select websites. With lookup credits, recruiters can accelerate their outreach initiative and improve response rates through enriched and accurate contact data.

Step 1: Install and open the extension

If you haven't already, install the Greenhouse Recruiting extension from the Chrome Web Store. Make sure to pin the extension to your browser for easy access.

Once it's installed, open the extension when you're ready to add prospects to Greenhouse Recruiting. Click the Greenhouse Recruiting extension icon from your extensions menu.

Greenhouse Recruiting Chrome extension icon pinned and highlighted in Chrome extension menu

Step 2: Locate duplicate prospects

When parsing a prospect's information from AngelList, Github, and Indeed, highlight the prospect's name or email address to check for duplicates within Greenhouse Recruiting. 

If a duplicate isn't found, click Prefill to add their information to the extension. 

NoteIf the highlight feature doesn't work, confirm that the extension has access to website data.

Right-click your pinned Greenhouse Recruiting extension, then select Manage Extension from the dropdown. Scroll to Site access and toggle to automatically allow access.

Greenhouse Recruiting Chrome extension access permissions toggled on

Now that you've checked for duplicates, continue adding your prospect to the extension as detailed in Step 3.

Step 3: Add a prospect to the Greenhouse Recruiting Chrome extension

Note: Sourcing Automation users with LinkedIn Recruiter can upload multiple prospects in bulk through the extension. Learn more.

You can add prospects to the Greenhouse Recruiting Chrome extension using the following methods:

Note: An email address is required if GDPR rules are enabled for your organization. 

Add a prospect from AngelList

Navigate to the Source tab from your AngelList homepage.

Select a search option from the Starred tab or the All Searches tab. You can also select New Search to create a query.

Screenshot of the search-filter panel.

Click the Greenhouse button on your prospect's AngelList profile, then click Continue in the Greenhouse Recruiting extension.

Note: The Greenhouse button won't be available if a prospect has no name on their AngelList profile. For example, some prospects elect to display their job title instead of their name.

Screenshot of the greenhouse button on AngelList.

The extension parses an available first name, last name, and company from your prospect's AngelList profile.

Email lookups for AngelList prospects

Greenhouse will perform an email lookup when you add a profile without an email to the extension. The extension will prioritize lookups for personal or work emails based on the priority settings you've configured in Sourcing Automation account settings.

If the extension finds multiple emails that match your lookup priority settings, you can select which email address will be added to Greenhouse Recruiting.

If the extension doesn't find an email address during lookup, the email field will remain blank.

Screenshot of multiple emails within the extension.

Now that you've added an AngelList prospect, finish uploading their information to Greenhouse Recruiting.

Add a prospect from GitHub

Navigate to GitHub and open your prospect's profile.

Click Greenhouse Recruiting from your prospect's GitHub profile, then click Continue within the extension.

github profile with greenhouse recruiting button highlighted

The extension will parse an available first name, last name, email address, and company from your prospect's GitHub profile.

Email lookups for GitHub prospects

The Greenhouse extension will perform an email lookup for your prospect's personal email address if one isn't available on their GitHub profile. Review your Sourcing Automation account settings to confirm you've selected personal email addresses as your lookup priority.

If the extension doesn't find an email, the email field will remain blank.

Now that you've added a GitHub prospect, finish uploading their information to Greenhouse Recruiting.

Add a prospect from Indeed

Navigate to Indeed for Employers.

Use the search panel to find prospects. You can apply filters to refine your search as needed.

Screenshot of the search filter panel.

Select a prospect from the search results to preview their profile.

Once you've selected a prospect, click their name to open their profile in a new tab.

Screenshot of indeed search results.

Click the Greenhouse icon to add their information to the Greenhouse Recruiting Chrome extension.

Screenshot of the greenhouse icon.

The extension will parse an available first name, last name, and company from Indeed.

Email lookups for Indeed prospects

Greenhouse will perform an email lookup when you add a profile without an email to the extension. The extension will prioritize lookups for personal or work emails based on the priority settings you've configured in Sourcing Automation account settings.

If the extension finds multiple emails that match your lookup priority settings, you can select which email address will be added to Greenhouse Recruiting.

If the extension doesn't find an email address during lookup, the email field will remain blank.

Screenshot of multiple emails within the extension for Indeed.

Now that you've added an Indeed prospect, finish uploading their information to Greenhouse Recruiting.

Add a prospect from LinkedIn

You can add a prospect from LinkedIn to the Greenhouse Recruiting Chrome extension by saving the prospect's profile as a PDF and uploading it to the extension.

The Greenhouse Recruiting Chrome extension will check for duplicate prospects in your Sourcing Automation campaigns and provide details on any potential duplicates. In addition, you can perform a manual email lookup to locate your prospect's email.

Note: Check out this resource for full instructions on adding LinkedIn prospects to the Greenhouse Recruiting Chrome extension.

LinkedIn_prospect_profile_with_Greenhouse_Recruiting_Chrome_extension_opened_and_duplicate_profile_information_highlighted.png

Once you've added a prospect from LinkedIn, finish uploading their information to Greenhouse Recruiting.

Add a prospect with their resume

You can add a prospect to the Greenhouse Recruiting Chrome extension by uploading their resume.

Drag and drop a resume into the extension or click Upload resume to import the document from your files. Greenhouse will parse the resume to fill out your prospect's details.

Greenhouse Recruiting dashboard and Greenhouse Recruiting Chrome extension opened with Upload resume button highlighted on extension

Now you've added this prospect, finish uploading their information to Greenhouse Recruiting.

Add a prospect manually

Manually enter the prospect's available information. 

Once added, click Continue and finish uploading their information to Greenhouse Recruiting.

Greenhouse Recruiting dashboard and Greenhouse Recruiting Chrome extension opened with prospect details manually filled out and Continue button highlighted

Step 4: Upload your prospect to Greenhouse Recruiting

Check for duplicate profiles

Once you've added a prospect to the extension and clicked Continue, the extension allows you to do a final check for duplicate profiles.

A warning appears if the prospect is a potential duplicate. Click View duplicate to open the existing prospect's profile in Greenhouse Recruiting. 

Greenhouse Chrome extension on step two with potential duplicate found and View duplicate button highlighted

Perform a phone number lookup

Click Lookup next to the phone icon to perform a lookup for your prospect's phone number.

Note: Phone lookups are turned off by default. A user with Site Admin access will need to give your organization access to phone lookups in Configure > Sourcing Automation.

Sourcing Automation page in Configure with General settings displayed

Greenhouse Recruiting Chrome extension for Sourcing Automation second step with phone number lookup link highlighted

Update your prospect's details

Click the pencil icon to make any additional edits to your prospect's personal information. Click Done at the top of the page once your edits are complete.

Greenhouse Recruiting Chrome extension for Sourcing Automation second step with edit pencil icon highlighted

Set your prospect's pool and source

Select a Pool and Source for your prospect.

You can select from either prospect pools or campaign pools. If you select a campaign pool, any prefilled data you configured in the campaign pool settings tab auto-populates in the extension.

Greenhouse Recruiting Chrome extension second step with Pool and Source fields filled out

Set your prospect's recruiter and job

Select the applicable Recruiter and Job for this prospect.

Greenhouse Recruiting Chrome extension second step with Recruiter and Job fields filled out

Provide additional details (optional)

Click Edit additional details to add any of the following information for your prospect:

  • Coordinator
  • Department
  • Office
  • Prospect owner
  • Tags
  • Website
  • LinkedIn URL
  • Social media
  • Address
  • Notes

Edit additional details button on second step of Greenhouse Recruiting Chrome extension

Upload your prospect

Once you've filled out the above details, click Upload prospect when you're ready to send this prospect to Greenhouse Recruiting.

Upload prospect button on second step of Greenhouse Recruiting Chrome extension

Step 5: Review your uploaded prospect

View your prospect's profile in Greenhouse Recruiting

Once successfully uploaded, click View profile to see your prospect's profile in Greenhouse Recruiting. Their profile will indicate that the prospect was created with the extension.

Click Upload next prospect to return to the extension and add new prospects.

Prospect upload success message in Greenhouse Recruiting Chrome extension with View profile button highlighted

Note: If a prospect is added to an active campaign pool, they'll receive automated emails at the cadence configured during campaign pool setup and the schedule you've configured in settings.

Personalize your prospect's first campaign email

If you added this prospect to a campaign pool, you can personalize your prospect's first campaign email within the extension.

Add your personalized message to the email body field and click Send personalized message.

Personalize first campaign message within the Greenhouse extension after uploading a prospect with Send personalized message button highlighted

Note: Message personalization within the extension isn't available if the prospect is missing information needed to fill in any tokens. Click View profile to add the information to the prospect's profile, then complete personalization within your campaign pool.

Manually complete your first task

If the first step in your campaign pool is a manual task, you can mark it as complete within the extension.

Complete your manual task, then click Mark as complete. The extension will automatically update this step in your campaign pool and move your prospect to the second step.

Complete manual task option displayed on Chrome extension after uploading a prospect with Mark as complete button highlighted

Complete your first InMail task

If the first step in your campaign pool is an InMail task, you can manually complete it within the Chrome extension.

Note: Connect your LinkedIn RSC account to Sourcing Automation to use this feature. You'll be reminded to connect your account within the extension if you haven't already.

Complete InMail task in extension with notice to connect LinkedIn RSC account before continuing

Copy your InMail message from the extension, then manually send this message to your new prospect on LinkedIn. 

Once you've finished messaging your prospect on LinkedIn, click Mark as complete in the extension.

The extension will automatically update this step in your campaign pool and move your prospect to the second step.

Complete InMail task after uploading a prospect in the Chrome Extension with Copy message and Mark as complete buttons highlighted

Security FAQs

Which Google permissions does Sourcing Automation request through the extension?

The Greenhouse Recruiting Chrome extension requests the following permissions:

Permission Description
Cookies Uses cookies to authenticate you as a user and ensure you're logged in to Greenhouse to successfully save data.
webRequest Detects when you've downloaded a resume from LinkedIn to automatically parse it in the extension.
Storage Uses storage to manage your preference of Greenhouse Recruiting domains and keep a reference to the extension's pop-up window.
System.display Adjusts your browser's display size so that the extension is correctly positioned beside your main Chrome window.
Tabs Uses the URL of your current browser tab to prefill some extension fields and streamline your experience.
Host permission Helps the extension more easily read data from target websites and send that data back to Greenhouse.

Additional resources