Can I filter for specific portfolio elements?

Yes, you can filter for specific elements within candidate portfolios. Define your preferences, and DryMerge will handle the filtering.

Can I sync portfolios to a custom object in Salesforce?

Yes, you can sync portfolios to a custom object within Salesforce. Provide the necessary details, and DryMerge will set it up accordingly.

Which people use this automation? What do they use it for?

HR professionals and hiring managers use this automation to ensure candidate portfolios are accurately reflected in their CRM for better assessment.

Greenhouse + Salesforce

Sync Greenhouse candidate portfolios with Salesforce records

This use case ensures that candidate portfolios maintained in Greenhouse are synced with their corresponding Salesforce records. It helps provide a comprehensive view of the candidate’s qualifications and achievements within the CRM.

New Candidate Portfolio

Triggers when there's a new candidate portfolio in Greenhouse.

Update Salesforce Record

Adds candidate portfolio details to corresponding Salesforce records.

See more Greenhouse to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Track Greenhouse candidate referrals in Salesforce leads

Greenhouse + Salesforce

Track Greenhouse candidate progress in Salesforce

Greenhouse + Salesforce

Log Greenhouse candidate interactions in Salesforce

Greenhouse + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Sync Greenhouse candidate portfolios with Salesforce records"

Sync Greenhouse candidate portfolios with Salesforce records

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Greenhouse + Salesforce.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Relationship

Creates a relationship between two Salesforce objects

Create Relationship (Smart)

Creates a Salesforce relationship using object identifiers like Name instead of raw IDs

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

App details

Greenhouse

Greenhouse is an applicant tracking system and recruiting software. Manage job postings, track candidates, and automate your hiring process from application to offer.