This guide will help you connect Greenhouse with CloudTalk in just a few simple steps.
User Level:
Admin
How to Connect Greenhouse
To set up the integration, go to your CloudTalk Dashboard:
Navigate to Account > Integrations
Find Greenhouse and click + Add
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:
Go to Dev Center > API Credentials
Click Create new API credentials
In the popup:
Set API type to
Harvest
Set Partner to
Custom
Add a description
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:
Go to Greenhouse Settings.
Navigate to the Dev Center > API Credential Management.
Locate your CloudTalk API key, then click the Edit button next to it.
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
Integration Status
Once credentials are submitted:
You must toggle the Integration Status to Active manually before saving
You can add a Caption (name of the integration instance)
You can apply a Contact tag to synced candidates in CloudTalk
Select which numbers should be used for calls and SMS
Disconnect Greenhouse Integration
If you need to remove the integration:
Go to Account > Integrations in your CloudTalk Dashboard
Locate Greenhouse and click Configure
Scroll down and click Delete Integration
Type DELETE when prompted and confirm
The integration will now be removed from CloudTalk.
If you need further assistance or have any questions, you can contact our Support Team. We are always here to help you!