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.

The extension also has the ability to discover a prospect's email address if one is not included when adding a LinkedIn resume or GitHub profile to the extension. With lookup credits, recruiters can accelerate their outreach initiative and improve response rates through enriched and accurate contact data.

Add a prospect to the Greenhouse Recruiting Chrome extension

Once installed, 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. Additionally, a lookup only occurs when adding prospects from LinkedIn, GitHub, AngelList, and Indeed.

Add a prospect from AngelList

To begin, 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.

Screenshot of the search-filter panel.

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.

Note: The Greenhouse button is unavailable if the prospect doesn't have a name on their profile. For example, some prospects elect to display their job title instead of their name.

Screenshot of the greenhouse button on AngelList.

The following extension features are available:

  • The extension parses an available first name, last name, and company from AngelList. You can manually add more information, such as their social media accounts.
  • 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.
    Screenshot of multiple emails within the extension.
  • If an email address is not found, the email field in the extension remains blank.

Now that the prospect is added, continue following the steps in the section below to finish uploading the prospect 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.

Screenshot of the greenhouse recruiting button within github.

The following extension features are available:

  • The extension parses an available first name, last name, email address, and company from GitHub. You can manually add more information, such as their social media accounts.
  • 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 GitHub profile is imported, follow the steps in the section below to finish uploading the prospect 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.

Screenshot of the search filter panel.

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

Once selected, 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 extension.

Screenshot of the greenhouse icon.

The following extension features are available:

  • The extension parses an available first name, last name, and company from Indeed. You can manually add more information, such as their social media accounts.
  • 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.
    Screenshot of multiple emails within the extension for Indeed.
  • If an email address is not found, the email field in the extension remains blank.

Now that the prospect is added, continue following the steps in the section below to finish uploading the prospect to Greenhouse Recruiting.

Add a prospect from LinkedIn

You are 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.

To begin, click More from the prospect's LinkedIn profile.

Then, select Save to PDF from the dropdown.

Screenshot of the save to pdf button.

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.

Gif of adding a linkedin pdf profile to the extension.

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.
    Screenshot of multiple email addresses in the extension.
  • 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 PDF is imported, follow the steps in the section below to finish uploading the prospect 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.

Screenshot of the upload resume button.

Once the resume is added, follow the steps in the section below to finish uploading the prospect to Greenhouse Recruiting.

Add a prospect manually

Manually enter the prospect's first name, last name, and email (if available).

Once the prospect is added, click Continue within the extension and follow the steps in the section below to finish uploading the prospect to Greenhouse Recruiting.

Screenshot of the continue button.

Upload the prospect to Greenhouse Recruiting

Once step one is complete, the extension allows you to 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 in this article to merge the profiles as needed.

Screenshot of the view button.

Note: Hover over the question mark icon to see the number of lookup credits remaining.

Click the pencil icon to edit or add the prospect's name, email, phone number, current company, and title.

Then, click Done at the top of the page once the edits are complete.

Screenshot of the pencil icon.

Next, select the Pool and Source. 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.

Click Edit additional details to add information such as a single or multiple jobs, the prospect owner, social media accounts, and more.

Screenshot of the edit additional details button.

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

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. Then, click send personalized message.

Screenshot of the send personalized message in the extension.

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.
Screenshot of the token error message in the extension.

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.

Screenshot of the success upload message in the extension.

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.

Screenshot of the prospect's profile.

 

Note: If a prospect is added to an active campaign pool, they will receive automated emails at the cadence configured during the campaign pool setup and the custom schedule built in the campaign owner's account settings.

Additional resources