Lever Integration Set-up

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Using the integration

Juicebox’s integration with Lever allows you to:

1. Export Profiles to Lever: Save profiles directly into Lever, including contact details, current company and job, profile URLs, source, and more.
   1. [Configurable] Auto-Export: Juicebox has the ability to auto-export profiles to your ATS with configurable triggers, including: After Shortlist, After Outreach [default], After Interested Response
   2. Custom Integration Fields: On some plans, integration fields can be customized further based on your preferred fields.
2. Link Lever Jobs to Juicebox
   1. Import Job Descriptions: Import a job description from Lever into Juicebox to automatically kick off a search using the job description.
   2. Simplify Exports: When exporting a profile from Juicebox to the ATS, it will automatically be connected to the correct job in the ATS. More details here.
3. View Profile in Lever: View profiles already in Lever within Juicebox. Avoid reaching out to the same profile twice, and instantly view your relationship history.

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Start a project via the Lever integration

Open the projects page and select Import Job from ATS / CRM. You will then see your Lever jobs and can select the corresponding option.

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Export profiles to Lever

Follow the regular export steps and select Export to Lever on either an individual profile or a bulk export. After exporting to Lever, you will see the profile created in your Lever account.

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View profiles already in Lever

Juicebox will tag profiles that already exist in Lever. You will see the last modified date, as well as the option to view the profile directly in Lever by clicking the View in ATS button.

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Setting up the integration

1. To connect Juicebox with Lever, open the Integrations tab on the left-hand side of the Juicebox platform.
2. Select Lever and click Activate. You can also use the search bar at the top.
3. You will see a pop-up modal asking to activate your integration. We recommend the pre-selected option, Use my Lever credentials.
4. Select Use my Lever Data to link your production account. You can also link a sandbox to test.
5. Confirm the scopes your integration uses and select Continue.
6. A pop-up will open asking you to sign in to your Lever account. Please ensure you log in with a Lever Admin account. You can confirm the requested scopes within Lever.
7. After you have signed in, the window will close and you will be redirected to Juicebox. Refresh your page — if successful, you will see a green Connected button.

Congratulations! You have successfully integrated Lever and Juicebox.

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Support

For an overview of all integration features, see ATS Integrations. If you’re facing any issues with your integration, contact our support team at support@juicebox.ai.