Connect Greenhouse and Salesforce to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Greenhouse with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Greenhouse

A trigger is an event that starts your Zap and runs the workflow. For example, with Greenhouse, a trigger could be "New Candidate Application."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Greenhouse to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Greenhouse to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Greenhouse + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Greenhouse and Salesforce

How does the Greenhouse and Salesforce integration work through our platform?

The integration works by setting up a series of triggers and actions. For instance, when a candidate is moved to a specific stage in Greenhouse, it can trigger an action in Salesforce such as creating or updating a contact record. You'll set up these workflows on our platform by selecting specific triggers in Greenhouse that correspond to actions in Salesforce.

What are the prerequisites for integrating Greenhouse with Salesforce?

Before integrating, ensure you have administrative access to both your Greenhouse and Salesforce accounts. Additionally, you'll need permissions within our platform to create new integrations. It's crucial that both systems have the necessary API access enabled for seamless connectivity.

Can I customize triggers and actions between Greenhouse and Salesforce?

Yes, you can customize which specific events in Greenhouse will trigger an action in Salesforce. Our platform allows you to select from various triggers like 'New Candidate', 'Stage Change', etc., and map them to corresponding actions such as 'Create Record' or 'Update Record' in Salesforce.

What should I do if data isn't syncing correctly between Greenhouse and Salesforce?

First, verify that the correct triggers and actions are set up on our platform. Double-check your permissions and API settings both in Greenhouse and Salesforce. You can also refer to our troubleshooting guide or contact support if issues persist.

How do I handle duplicates when syncing data between Greenhouse and Salesforce?

Our platform provides several options for handling duplicates. You can set rules within your integration workflows that specify whether duplicates should be merged, updated, or ignored based on certain criteria like email address or candidate ID.

Is it possible to sync historical data from Greenhouse into Salesforce using this integration?

The integration primarily focuses on real-time syncs starting from the point of setup. However, for historical data migration, separate tools or services might need to be employed prior to setting up our real-time integrations.

How frequently does the sync occur between Greenhouse and Salesforce once integrated?

The frequency of sync depends on how you've configured your workflow triggers on our platform. Typically, changes made in either system will reflect almost instantly if you've opted for real-time syncing setups.

Connect Greenhouse and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Candidate Application
Triggers when a new application is submitted by a candidate.
Trigger
Scheduled
Try It
- Starting After
- Ending Before
Trigger
Scheduled
Try It
- On_behalf_of
  Required
- First_name
  Required
- Last_name
  Required
- Personal_email_address
- Work_email_address
- Job
  Required
Action
Write
- On_behalf_of
  Required
- First_name
  Required
- Last_name
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
  Required
Action
Write

- ID
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It

- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

- Limit to Live Posts
Trigger
Scheduled
Try It
New Scorecard Due
Triggers when there is a new Scorecard Due.
Trigger
Scheduled
Try It
- On_behalf_of
  Required
- Candidate
  Required
- Body
  Required
- Visibility
  Required
Action
Write
- On_behalf_of
  Required
- Candidate
  Required
- First_name
  Required
- Last_name
  Required
- Personal_email_address
- Work_email_address
Action
Write
- EmailAddress
  Required
Action
Search
- EmailAddress
  Required
- On_behalf_of
  Required
- First_name
  Required
- Last_name
  Required
- Personal_email_address
- Work_email_address
- Job
  Required
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
  Required
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write