Greenhouse Recruiting Chrome extension for Sourcing Automation

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.

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: Locate duplicate prospects

When parsing information from AngelList, Github, Indeed, and LinkedIn, 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. 

Now that you've checked for duplicates, continue with adding the prospect to the extension in step two.

Step 2: Add a prospect to the Greenhouse Recruiting Chrome extension

Add prospects to the Greenhouse Recruiting Chrome extension using the following methods:

• Add a prospect from AngelList
• Add a prospect from GitHub
• Add a prospect from Indeed
• Add a prospect from LinkedIn
• Add a prospect using their resume
• Add a prospect manually

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. Alternatively, select New Search to create a query.

Click the Greenhouse button on the prospect's AngelList profile. Then, click Continue within the extension. The extension may advance to the next page automatically.

The following extension features are available:

• The extension parses an available first name, last name, and company from AngelList.
• A lookup is performed when a profile is added to the extension without an email. The lookup priority is based on the settings configured in your account settings.
• If multiple emails are found through a lookup credit that matches your lookup priority, you can select the email address that is added to Greenhouse Recruiting.
  

• If an email address is not found, the email field in the extension remains blank.

Now that the prospect is added, finish uploading their information to Greenhouse Recruiting.

Add a prospect from GitHub

Click Greenhouse Recruiting from the prospect's GitHub profile, then click Continue within the extension. The extension may advance to the next page automatically.

The following extension features are available:

• The extension parses an available first name, last name, email address, and company from GitHub.
• A lookup is performed for the prospect's personal email address when one is not available on their GitHub profile. Review your account settings to confirm personal email addresses are included in your lookup priority.
• If an email address is not found, the email field in the extension remains blank.

Now that the prospect is added, finish uploading their information to Greenhouse Recruiting.

Add a prospect from Indeed

Navigate to https://resumes.indeed.com/.

Use the search panel to find prospects. Then, use the filter panel to refine your search as needed.

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

Once selected, click their name to open their profile in a new tab.

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

The following extension features are available:

• The extension parses an available first name, last name, and company from Indeed. 
• A lookup is performed when a profile is added to the extension without an email. The lookup priority is based on the settings configured in your account settings.
• If multiple emails are found through a lookup credit that matches your lookup priority, you can select the email address that is added to Greenhouse Recruiting.
  
• If an email address is not found, the email field in the extension remains blank.

Now that the prospect is added, finish uploading their information to Greenhouse Recruiting.

Add a prospect from LinkedIn

You're able to save a LinkedIn profile as a PDF. Once exported, the PDF can be uploaded to the extension, which will import data from the document.

Click More from the prospect's LinkedIn profile and select Save to PDF from the dropdown.

The extension automatically uploads and parses information from the PDF download and attaches it as a resume to the extension.

Additional upload options include dragging and dropping the saved PDF into the extension or clicking Upload resume to manually import the PDF from your files.

The following extension features are available:

• The extension performs a lookup when a LinkedIn PDF is added to the extension without an email. The lookup priority is based on the settings configured in your account settings.
• If multiple emails are found through a lookup credit that matches your lookup priority, you can select the email address that is added to Greenhouse Recruiting.
  
• If an email address is not found, the email field in the extension remains blank.
• While performing an email lookup, the extension may also return a phone number from our data sources if one is available. Learn more about phone number lookups here.

Now that the prospect is added, finish uploading their information to Greenhouse Recruiting.

Add a prospect using their resume

A prospect can be added to the extension using their resume.

Drag and drop a resume into the extension or click Upload resume to manually import the document from your files.

Now that the prospect is added, 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.

Step 3: Upload the prospect to Greenhouse Recruiting

Once step two is complete, the extension allows you to do a final check for duplicate profiles and fill in additional information prior to uploading the prospect's profile to Greenhouse Recruiting.

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

Follow the steps below to upload your prospect to Greenhouse Recruiting:

1. Click the pencil icon to edit or add information. Then, click Done at the top of the page once the edits are complete.
2. Select the applicable Pool, Source, Recruiter, and Job. The Pool dropdown is sectioned by prospect pools and campaign pools. If you select a campaign pool, any prefilled data you configured in the campaign pool settings tab auto-populates in the extension.
3. Click Edit additional details to add information such as a coordinator, department, office, and more.
4. After all the details are added, click Upload prospect at the bottom of the extension.

Review the sections below to complete the following actions:

• Personalize your first email
• View the uploaded prospect

Personalize your first email

If you added the prospect to a campaign pool, you can personalize the first email step directly within the extension.

Add your personalized message to the email body and click send personalized message.

Note: The first email cannot be personalized within the extension 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 the campaign pool.

View the uploaded prospect

Once successfully uploaded, you have the option to view the prospect's profile in Greenhouse Recruiting from a new tab and/or return to the extension homepage by clicking Upload next prospect.

If you selected a prospect or campaign pool within the extension, the pool details are provided on the prospect application. The profile also indicates that the prospect was created via the extension.

Additional resources

• Sourcing Automation overview
• Manage prospects in a campaign pool