Integrating Lever with Teamable
The bi-directional sync feature is available to users on the Essential, Plus, and Premium plans.
Integrating Lever with Teamable allows for a more seamless candidate management experience. Teamable will automatically reach out and push candidates to Lever as you source them and will help identify duplicate candidates against candidates your team has already contacted.
By harnessing AI technology, Teamable's applicant review process is designed to bring the most qualified candidates to the forefront.
- You must be a Super Admin in Lever
- You must be an Admin in Teamable
- A custom Lever API key
How does the integration work for outreach?
When Teamable outreach gets sent out to a candidate, that candidate will be added to your Lever ATS as “Reached Out" in your Leads pipeline. From there things should look very familiar! The candidate opportunity profile will include:
- Current Title and Company
- Name of Sourcer
- Name of Job
- Date Added
- Teamable tag and any additional custom tags
- Social link
Moving stages: Teamable will automatically change the "New Lead" stage from “Reached Out” to “Responded” as soon as the candidate replies!
All Teamable correspondence (initial emails, follow ups and replies) with the candidate will be added to Lever under the “Overview” and “Notes” section of the candidate profile.
Teamable will automatically detect if a profile already exists in your Lever ATS to avoid pushing a duplicate profile.
How does the integration work for our Team's inbound applicants?
This feature is available to Teams on the Premium plan.
When Teamable connects to your ATS, all the Jobs in your Lever instance will be synced to Teamable. Any Lever Job with applicants will appear in the Applicants tab of the Sourcing Section or Review Section if you are an admin or reviewer (learn more here). You can start reviewing the applicants once they're fully loaded. It may take a few minutes after syncing or up to a few hours.
The applicant profile pushed from Lever to Teamable will include:
- Current Title, Company, Past Experiences (from LinkedIn or Resume if provided)
- Information from LinkedIn profile (if URL is provided)
What happens when I reject an applicant?
The same applicant information will be pushed back to your Lever team with the applicant labelled with the "Archived" status and the archive reason displayed. Check out the article on Rejecting applicants with an ATS rejection reason.
Creating the Teamable Lever API Key
Step 1. On any Lever page, select your Profile Photo and then select the "Settings" option.
Step 2. On the left-side "My account" menu, select "Integrations and API".
Step 3. On the top menu, select "API Credentials"
Step 4. Under Lever API credentials, select "Generate New Key".
Step 5. You will need to name your key. Then select copy key and keep it in a safe place. Do not lose it before finishing this process or you will need to generate a new key.
Step 6. Scroll down and select the following options:
- Click "Select all read"
- Click "Select all opportunity"
Step 7. Scroll down and select "Done" when you are ready.
Step 8. With the copied API key from Lever, go to the Teamable site and at the top right corner of the page, select your Profile Photo. Then select "Settings".
Select the "Integrations" tab, then under the "Select an ATS" section, select "Lever".
Please note again that you must be a Admin on your Teamable team to view the "Integrations" tab.
Step 9. Paste the copied API key from Lever into the "API Key" box. Please note, if you lost the key or did not store the key prior to this step, you will need to create a new API key.
Step 10. Select "Save" .
It may take a few minutes or up to 24 hours for Teamable to completely sync to your Lever. Please contact firstname.lastname@example.org for more details or if the sync takes longer than 24 hours.
Step 11. To complete setting up for the Reporting and the Inbound product, be sure to check your Integration Settings and add the Stages, adjust the "Applicant ingestion" stage and the "Applicant next stage" as needed.
Setting Lever Stages in Teamable
For advanced reporting capabilities in the Reports tab, Teamable Admins can assign pipeline stages for candidates.
Step 1. Go to the Teamable site and at the top-right corner of the page, select your Profile Photo. Then select "Settings".
Step 2. Select the "Integrations" > "Lever" tab.
Step 3. Scroll down to "Stages" and select the appropriate stages in your Team's hiring pipeline.
Step 4. In the "Drag and drop the stages to match your team's workflow" section, drag and drop the correct order of your pipeline stages.
Viewing Lever Metrics and Diversity in Reports
Step 1. Go to the Reports tab.
Step 2.Select the Lever Metrics report to view your candidate pipelines metrics.
Optional: Select the Diversity report to view data such as URG (Underrepresented Groups) / Gender by candidate role, Sourcer, and more.
For more information on how Diversity works in Teamable's reports, check out the article on Teamable and Diversity, Equity & Inclusion.