These instructions are for Greenhouse Harvest API v3.
Grayscale’s conversational recruiting platform makes it easy to text with candidates from within Greenhouse, while automating repetitive tasks in the hiring process.
Table of Contents
Step 1: Connect Grayscale to Greenhouse
Step 2: Enable SMS Consent Management
Migrating to Harvest v3 for existing accounts
Integration Steps
STEP 1: Connect Grayscale to Greenhouse
In Grayscale, go to Settings → Integrations → Greenhouse Integration
Click the Set Up button
Check the Recruiting checkbox → click Next
Click Connect to Greenhouse
Enter the email address you use to sign into Greenhouse → click Log in to Greenhouse
Finish signing into Greenhouse → check Authorize using a service account → click Authorize
Note: Checking this creates an org-level service account to own the authorization, so your personal Greenhouse account isn't used for the connection itself
You're connected ✔️
Grayscale will now sync your Greenhouse recruiting data automatically. New candidates, applications, and stage changes will flow into Grayscale going forward.
Next, enable SMS Consent Management ⤵
STEP 2: Enable SMS Consent Management
Configure SMS Consent – See SMS Consent Management – Greenhouse ATS for step-by-step instructions
Enter the SMS Consent field key created during Step 1 – Configure Candidate Field
Permissive Mode Checkbox
Leave unchecked for Strict SMS consent enforcement – Users will only be able to communicate with candidates who have responded YES to the SMS consent question
Check the box for Permissive SMS consent enforcement – Users will not be able to text candidates who have responded NO to the consent question
Click Save
Upgrading from Harvest v1/2 to Harvest v3
In Grayscale, go to Settings → Integrations → Greenhouse Integration
Click the Edit credentials button
Click Next
Click Connect to Greenhouse
Enter the email address you use to sign into Greenhouse → click Log in to Greenhouse
Finish signing into Greenhouse → check Authorize using a service account → click Authorize
Note: Checking this creates an org-level service account to own the authorization, so your personal Greenhouse account isn't used for the connection itself
You're reconnected ✔️
Note: With our v3 update, all the necessary webhooks get added automatically. No need to add them from your end!
Removing the V1/2 Webhooks
In Greenhouse, navigate to Configure → Dev Center → Webhooks (twice)
Locate the Grayscale webhooks → click the
Xnext to each to remove
Click OK to confirm
Repeat for each Grayscale Webhook
Validate Paylocity + Grayscale Integration is Connected
Validation Steps:
In Greenhouse, navigate to Configure → Dev Center → click Connected Integrations
The Functionality You Just Enabled 💫
Activity Feed Sync
Your conversation history will be automatically saved in the Activity Feed for the candidate, so you have a record of the texting conversation directly on the candidate profile.
NOTE: We import the entire conversation 1 hour after the last message is sent/received to ensure the entire communication is organized together in the same note.
Seamless Bulk Messaging
When sending bulk messages, you'll be able to search open jobs in Greenhouse directly from our Chrome extension to find relevant candidates to message.
So if you want to quickly bulk message all candidates at the Phone Interview stage of an open req, just search for the job, select the stage, and off you go!
For Greenhouse CRM customers, you'll be able to search by Pools and select all candidates at specific stages.
Quick Search Across All Greenhouse Candidates & Prospects
Seamlessly search across all your candidates in Greenhouse to find the right candidate to message.
Still having issues? Live chat with us below and we'll help you out!