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Gem integrations: Lever setup

Audience
External
Displayed Description

Page Type
Article

Gem’s integration with Lever allows you to:

  • Add candidates to Lever right from the Gem Chrome Extension
  • Dupe check (does the candidate already exist in Lever?)
  • See existing candidates in Lever

Additional features (contact your Gem Customer Success Manager or Account Executive to enable):

  • Change a candidate’s stage in Lever from the Gem Chrome Extension
  • Sync email conversations from Gem into a candidate’s Lever profile notes

Requirements:

  • Setting up the Lever integration with Gem for your team requires that you are a Lever Super Admin , as well as a Gem Admin. For proper syncing of data and permissions, you need to use the same work email address for both your Gem and Lever accounts.
  • Job postings need to be either in the Published state or set to Internal job site in order for Gem to be able to see and list them in the Gem extension.
  1. Gem/Lever Super Admin: Go to your Team Settings dashboard and navigate to the Lever settings tab. Under Lever Integration , click Connect Gem to Lever.
  2. All Users: After Step 2 is complete, all Gem users on your team can use the Lever integration within their own Gem extension/sidebar. (To properly sync data and jobs, users need to use the same work email for both their Gem and Lever accounts.) See an example below of uploading a prospect to a test posting.
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Success! You’ve integrated your Gem account with your team’s Lever instance. Now, you will be able to upload candidates that you’ve sourced and performed outreach to in Gem into Lever.

Gem will upload the candidate’s resume to Lever as well as set the basic candidate profiles fields (name, emails, phone numbers, location, headline, and sourced from Gem origin).

For steps to finalize this integration and sync your data, see Gem integrations: Lever - full data sync setup.

Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.