Using Call-Em-All with Greenhouse
Call-Em-All and Greenhouse have an integration that allows you to send broadcasts to your Greenhouse contacts and candidates, all from within your Call-Em-All account.
Connecting Call-Em-All to Greenhouse
Configure User Setup Permissions in Greenhouse
To connect your Call-Em-All and Greenhouse accounts, you will need to first create an API key within your Greenhouse account.
In order to enable the integration, you will need the developer permission Can manage ALL organization’s API Credentials.
Contact a Greenhouse user in your organization with Site Admin level permissions with the additional user-specific permission "Can edit another user's advanced permissions" to apply the API credential management permission to your account. Have the user with Site Admin level permissions edit your user account's permissions by navigating to the Settings > Users > Your Name.
The user with Site Admin level permissions should navigate to the Permissions panel on your user page and expand the Developer Permissions dropdown menu.
Select Can manage ALL organization’s API Credentials so that a check is in the checkbox. When finished, click Save.
Repeat as necessary for any other user that should have access to set up the integration.
Creating a Greenhouse API Key
In your Settings, click on Dev Center on the left, and then API Credential Management.
On this page, click Create New API Key.
On the following screen, type "Call-Em-All" for the Description and set the Type to "Harvest".
Now that the API is created, we need to finish by setting the permission levels to allow for Call-Em-All.
Please follow the last three screenshots below so that your permissions are checked exactly the same way. Click Update at the bottom once completed:
Connecting Greenhouse and Call-Em-All
Once you have the API key, log into your Call-Em-All account and go to your settings. From there, click on Integrations. On the Integrations page, find Greenhouse and click Connect.
A pop up will appear asking for both your Greenhouse User Email and API key. Enter those in and complete the connection by clicking "Connect Me" at the bottom.
Sending a Broadcast to Greenhouse Contacts
To send out messages to your candidates, you will need to log into your Call-Em-All account and click on Create Broadcast. You will then follow the steps as you normally would to create a Broadcast, the difference being in step 2 where we ask who you wish to send the message to.
Here in step 2, you can search for any candidates you have inside Greenhouse. You can search by any of the displayed criteria, as well as by tags, if you need to find a custom list of people you tagged inside Greenhouse.
NOTE: Tags are a really good way of saving searches in Greenhouse and finding them in Call-Em-All. The last section of this guide talks about tagging candidates in Greenhouse so you can search for them in
Once you find the contacts you wish to message, simply add them to your broadcast and continue. That's it!
Reviewing Results in Greenhouse
Once your Broadcast goes out, we push back the results to Greenhouse so you can easily see what happened when your message went out. To view these results, go to the contact profile for someone you contacted and go to their Activity feed. There, we will post the results of your broadcast for you to review.
Of course, you can also view the Broadcast details in their entirety in your Call-Em-All account, too.
Tagging Contacts in Greenhouse
Tagging candidates in Greenhouse is a great way to save a custom list of candidates and find them in Call-Em-All.
To do this, go to All Candidates in Greenhouse, create the search of who you want to tag, and click Bulk Actions.
Put a check mark next to all the candidates you wish to tag, and click Edit Selected.
Here, click Tags and type out a tag you want to associate with these candidates.
In Call-Em-All, you can then search for this tag and you'll be able to message that whole list!