Linking an email thread from Gmail to an existing candidate profile

Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Permissions • Manage profiles and view associated postings
Packages Lever Basic, LeverTRM, LeverTRM for Enterprise

Corresponding directly with the candidate? You will probably want to use Lever's email sync, which you can read about in your email sync help article.

Got a thread with a third-party that you would like to sync onto a candidate's profile? For example, doing a backchannel reference and want to add the thread to the candidate? Use the following Link email workflow:

  • In Gmail, navigate to the email thread you would like to link, open the Chrome extension, and then search for the candidate associated with the opportunity to which you would like to link the thread

Lever Chrome Extension open on Gmail thread; arrow pointing to candidate search bar

  • Click to link the thread onto an existing candidate's profile

Arrow pointing to Sync thread button next to candidate's name in Chrome extension

  • The button will read "Synced" to indicated that the email thread has successfully been added onto the candidate's opportunity profile

Arrow pointing to same button from previous image; button is now labelled Synced

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