How does Lever's Gmail sync work?

Note - this is an opt-in feature. Lever only syncs email with your permission.

How do I enable Gmail sync?

You need to give Lever permission to access Gmail. Just tick the ‘Email’ permissions box on your account settings page. Once permissions have been set up, you’re ready to receive emails from candidates.

Settings_EmailPermissions.png

How does it work?

Google’s Gmail API to find emails that have the ‘Lever’ label, and imports those emails. Whenever a new email is added to the thread, the API notifies Lever, and it is imported.

To learn more about labels in Gmail, read this article.

 

What is synced?

Lever syncs all email threads with the label ‘Lever’ that comes from a candidate’s email. Only emails from your own Gmail account are synced.

The ‘Lever’ label is only added automatically when you send an email from Lever's interface.

To sync older conversations with a candidate, go to the candidate’s profile and click on the refresh symbol next to the candidate's email address. You can also navigate to the profile's "Emails" tab and click on the "import candidate email" button to accomplish the same refresh.

CandidateProfile_SyncEmails.png

 

Making emails secret

Just like notes and feedback forms, you can make emails secret by clicking on the lock icon (check out this article about Secret Notes). The ‘secret’ mode is applied to the entire thread and makes it visible to only to the person making the email secret, email participants, Super admins, and Admins. It’s not possible to make individual emails inside a thread secret.

CandidateProfile_Emails_MakeSecret.png

Deleting emails

Lever will never delete any emails from your Gmail account. Clicking the trash icon next to the email will remove the email from the candidate profile, but keep the original intact in your email inbox.

CandidateProfile_Emails_RemoveFromLever.png

Can I sync emails other members of my team has received?

Lever only syncs with your own Gmail account. Lever can't sync with someone's Gmail inbox without their permission. When a team member has granted permission to sync emails, only they can decide if they want to import older conversations.

I’m not seeing any emails from a candidate I know I’ve emailed.

Make sure that the email address on the candidate’s profile in Lever matches the one in Gmail. Then try following the earlier instructions for syncing emails, or go to the email in your inbox and add the ‘Lever’ label to the conversation.

Gmail_LeverLabel.png

Can I add a candidate from Gmail?

Yes, you can -- create a new profile and easily sync an email thread using our extension! (You can also use our extension to add an email thread to existing profiles.)

Have more questions? Submit a request
Powered by Zendesk