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Configure Greenhouse

Configure data exchange between CloudTalk and Greenhouse to ensure your data stays up to date.

V
Written by Valeriia Volobrinskaia
Updated this week

This guide will help you connect Greenhouse with CloudTalk in just a few simple steps.

User level: Admin

Before You Start

Before setting up the Greenhouse integration, make sure you have the following ready:

  • A Greenhouse account with access to the Dev Center and API Credential Management.

  • A Greenhouse Harvest API key with the following permissions enabled: GET: Retrieve Candidate, GET: List Candidates, POST: Add Note, and GET: List Users. You can generate this in Greenhouse under Dev Center > API Credentials.

  • Your Greenhouse subdomain which is the first part of your Greenhouse URL. For example, if your URL is yourcompany.greenhouse.io, your subdomain is yourcompany.

  • The email address you use in CloudTalk must match exactly with the email address in your Greenhouse account. If the emails do not match, synchronization will not work correctly.

Configure Greenhouse

  1. In your CloudTalk Dashboard, navigate to Account > Integrations

  2. Find Greenhouse and click + Add

  3. You’ll be asked to provide the following:

    • Your authentication name

    • API Key

    • Greenhouse Subdomain

4. After filling in the details, click Submit.

Where to Find Your Credentials

API Key

To generate an API key in Greenhouse:

  1. Go to Dev Center > API Credentials

  2. Click Create new API credentials

  3. In the popup:

    • Set API type to Harvest

    • Set Partner to Custom

    • Add a description

  4. Click Manage permissions to proceed and copy the key on the next screen

API Key Permissions

When configuring the Greenhouse integration, it’s important to ensure that the correct permissions are applied to your Harvest API key. These permissions are not configurable at the moment of key creation, but they must be edited afterward.

To update the API key permissions:

  1. Go to Greenhouse Settings.

  2. Navigate to the Dev Center > API Credential Management.

  3. Locate your CloudTalk API key, then click the Edit button next to it.

  4. In the Manage permissions section, ensure the following permissions are enabled:

  • GET: Retrieve Candidate

  • GET: List Candidates

  • POST: Add Note

  • GET: List Users

These permissions are required to allow CloudTalk to display candidates, log call activity, and associate notes with the correct users in Greenhouse.

Greenhouse Subdomain

This is the first part of your Greenhouse URL.

Example:

yourcompany.greenhouse.io → Subdomain = yourcompany

Customize Integration

Once credentials are submitted:

  1. Toggle the Integration Status to Active.

  2. Add a Caption to name the integration instance.

  3. Apply a Contact tag to synced candidates in CloudTalk if needed.

  4. Select which numbers should be used for calls and SMS.

  5. Click Save to confirm.

Disconnect Greenhouse Integration

If you need to remove the integration:

  1. Go to Account > Integrations in your CloudTalk Dashboard

  2. Locate Greenhouse and click Configure

  3. Scroll down and click Delete Integration

  4. Type DELETE when prompted and confirm

The integration will now be removed from CloudTalk.

Need help or have a question? Just reach out through our Support portal — we’re here for you.

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