Please note: This is an opt-in feature. Lever only syncs email with your permission.
Please find specific instructions for G-Suite users here.
Please find specific instructions for Office 365 users here.
How do I enable email sync?
You need to give Lever permission to access to your email. Just tick the ‘Email’ permissions box on the settings page. Once permissions have been set up, you’re ready to receive emails from candidates.
How does it work?
In terms of reading and syncing email, Lever has a "default-deny" policy, meaning that Lever simply checks the headers of emails to see whether the email thread started in Lever—indicating its relevance to Lever and your hiring efforts—and syncs only these relevant "messages of interest."
What is synced?
Lever only syncs email threads that are deemed messages of interest per their headers. None of your emails outside of the messages of interest will be synced, stored, or accessible by Lever. Only emails from your own email account are synced.
To sync older conversations with a candidate or conversations initiated by the candidate, go to the appropriate candidate profile and click on the "Sync emails" 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.
Please note: In addition, if a G Suite user manually adds a "Lever" label to an email thread in Gmail, Lever will detect that thread as a message of interest and begin to sync it as well.
Making emails secret
Just like notes and feedback forms, you can make emails secret (check out this article about secret notes). The ‘secret’ label is applied to the entire thread. It’s not possible to make individual emails inside a thread secret.
Lever will never delete any emails from your email account. Clicking ‘remove from Lever’ will remove the email from Lever, but keep the original intact in your email.
Can I sync emails other members of my team has received?
Lever only syncs with your own email account. Lever can't sync with someone's email 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.
Can I add a candidate from my email?
Not yet. The candidate needs to be in Lever before you sync email communication with the candidate.