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 |
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Packages | LeverTRM, LeverTRM for Enterprise |
This article will help you to connect Lever with Trusty platform in just few clicks.
Setting up the Trusty integration
- In Trusty, navigate to Set Up > Integration settings and click the Connect button
- Click Accept and accept to grant Trusty access
Configuring the Trusty integration
In Trusty, configure the following:
- The specific pipeline stage in which referred candidates should be uploaded
- Which User will own Trusty's Lever integration for all referrals
Using the Trusty integration
The Trusty integration will automatically send every candidate referred by an employee directly into Lever and create an opportunity for them within the configured pipeline stage.
Referred candidates are automatically assigned to an open job with the following information:
- First name
- Last name
- Phone number*
- LinkedIn URL*
- Resume*
- Feedback with comments from the referrer and/or candidate
* If this information is required in your referral process
Disabling the Trusty integration
- Navigate to Settings > Integrations and API
- Under ‘Authorized Apps’, locate the Trusty app
- Click Revoke access