Enabling and using the Crosschq integration

Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Can only be enabled by Super Admins
Permissions • (To enable) Manage API credentials and manage integrations
• (To use) Manage profiles and view associated postings
• (To use) Create and edit postings
Packages LeverTRM, LeverTRM for Enterprise

Using the Crosschq integration

Set defaults and job tags

Follow these steps to configure default templates for different types of jobs: 

  • On the Lever integration page in Crosschq, scroll down and click the Create Default button
  • Enter a name and description for the template
  • From the drop-down, choose a Job function and enter a Lever tag that corresponds to the job for this template; use the - and + buttons to specify how many of each type of reference you want for this job template.
  • Click the Save Changes button to create the template

Crosschq platform showing list o relationship detfaults and green save changes button

  • Back in the Lever admin facility, it is important to ensure that any job that you create contains the same tag so that the default template will match the job.

Lever job posting with tags section outlined

Enabling the hiring status webhook

The hiring status webhook automatically updates the hiring status of a candidate in Lever when the candidate is hired in Crosschq. If a candidate is not hired, the owner of the candidate will receive an email two weeks after Crosschq is complete that prompts the owner to indicate if the candidate was hired or not. When the owner responds to this email message, the status will update in both Crosschq and Lever.

Follow the steps below to enable the webhook:

  • In Crosschq, navigate to Organization Settings Integrations, select 'Lever' and click the Manage button
  • Copy the contents of the 'Webhook Hired URL' field

Crosschq platform with webhook hired URL outlined

  • In Lever, navigate to Settings > Integrations and API > Webhooks
  • Enable a 'Candidate Hired' webhook using the URL from Crosschq and copy the signature token

Candidate Hired webhook with arrow pointing to signature token field

  • Return to the Integrations > Lever page in Crosschq and paste the signature token into the 'Webhook Sign-in Token' field; this last step completes this webhook integration

Crosschq platform with webhook signin token outlined

Sending a Crosschq reference request from Lever

Follow these steps to send a Crosschq reference request from Lever: 

  • Ensure that that tag(s) for the job match the tags of the default template that you have chosen in Crosschq
  • Open the opportunity profile of an active candidate
  • Move their opportunity to the 'Crosschq' stage; this will automatically initiate the Crosschq request

Lever candidate profile with crosschq selected from dropdown stage menu

View a Crosschq report from within Lever

To view a Crosschq reference report in Lever, navigate toa candidate's opportunity profile. Along the right side, you will find a link to the Crosschq report (see below). Click this link to open another page from which you can review the Crosschq report.

Lever candidate profile with crosschq link outlined

Exporting prospects to Lever

You can control how to export prospect data from Crosschq to Lever. On the Lever integration page in Crosschq, locate the following toggles:

  • Export Prospects from Crosschq to Lever — export all existing prospects from Crosschq to Lever
  • Automatically Export New Prospects to Lever — automatically export any future prospect over to Lever. 

You can enable one or both of these settings.

crosschq with on export prospects and automatically export new prospects toggles outlined

Enabling the Crosschq integration

Begin by logging in to your Crosschq administrator account. Navigate to Organization Settings > Integrations in the menu. Locate the Lever listing in the main panel, then click the Manage button.

Crosschq platform with arrow pointing to manage button in Lever section

Login to Lever and do the following:

  • Navigate to Settings > Integrations and API and locate the Crosschq toggle under the 'Sourcing' heading
  • Click on the integration toggle to expand the card, and click the Generate new key button. 

  • Copy the API key and keep it somewhere safe. This is the one and only time that this API key will be accessible. If you lose the key, you can disable the integration toggle, and repeat the previous steps to generate a new one.

  • Log in to Crosschq and paste the API key into the 'Lever API Token' field

Crosschq platform with Lever API token outlined

  • On the Crosschq integration page, copy the Lever Webhook URL
  • In Lever, navigate to Settings > Integrations and API > Webhooks
  • Enable a 'Candidate Stage Change' webhook using the URL from Crosschq

Lever webhook configuration page with arrows pointing to candidate stage change and add webhook buttons

  • Return to the Lever integration page in Crosschq, click the 'Lever Interview Stage' drop-down, and choose a stage such as 'Reference Check' or 'Crosschq'
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