---
title: "Dialpad + Greenhouse"
slug: "dialpad-greenhouse"
updated: 2026-08-26T16:18:31Z
published: 2026-08-26T16:18:31Z
canonical: "help.dialpad.com/dialpad-greenhouse"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.dialpad.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dialpad + Greenhouse

Dialpad’s Greenhouse integration keeps candidate conversations connected to the candidate record in Greenhouse. From a dedicated Greenhouse sidebar in the Dialpad app, agents can match an inbound or outbound contact to a Greenhouse candidate, view candidate details, log notes, and automatically log completed calls and SMS messages back to the matched candidate record.

> **Who can use this**
> 
> Refer to the Dialpad Pricing Page to see whether your plan includes this feature. If you have questions about your plan, reach out to your Customer Success Manager or Dialpad Customer Care.

## Enable Greenhouse in Dialpad

Greenhouse is set up by a Dialpad admin. The integration must be enabled at the company level before it can be enabled at an office.

To enable Greenhouse in Dialpad, go to your Dialpad **Admin Settings**.

1. Select **My Company**
2. Select **Integrations**
3. Find **Greenhouse** in the list and select **Options > Manage Settings**

![Screenshot of the Integrations page showing a list of integrations with the Greenhouse row highlighted and an Options action visible on the right](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/dialpad--greenhouse_page_0002_img_01.png)

> [!NOTE]
> **Note**
> 
> To enable Greenhouse at the office level, go to your Dialpad **Admin Settings** and select **Office Settings > Integrations**.

1. On the **Configure Greenhouse** page, under **Enablement**, select **Enable this feature**![Screenshot of the Configure Greenhouse page showing Enablement settings (call and SMS activity logging) and the Connections section with a table and a New Connection button](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/dialpad--greenhouse_page_0002_img_02.png)
2. Under **Connections**, select **Create Connection**![Screenshot of a web application settings page with a centered modal titled Create Connection showing input fields labeled Connection Name, Client Id, and Client Secret.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/dialpad--greenhouse_page_0003_img_01.png)
3. Enter these connection details:![Modal dialog titled Create Connection showing form fields labeled Connection Name with value Demo, a Connection Parameters section with Client Id value visible and a masked Client Secret field; action buttons Cancel and Create Connection are shown in the modal.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/dialpad--greenhouse_page_0004_img_01.png)

| **Field** | **What to enter** |
| --- | --- |
| **Connection Name** | A recognizable label for the connection (for example, “Greenhouse – Main Office”). |
| **Client ID** | Your Greenhouse OAuth2 client ID. |
| **Client Secret** | Your Greenhouse OAuth2 client secret. Keep this confidential. |
4. Select **Create Connection**![Greenhouse configuration page showing a success toast near the top with the message 'Connection Demo created successfully!'; the page shows Call Logging and SMS logging settings on the left and a Connections table on the lower right with a row for Demo and columns including Status, Author, Date Connected, Date Last Connected, and Operations.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/image-1786039665680.png)
5. Under **Connections**, select the new connection’s **Primary** radio button so it becomes the default connection
6. Select **Save changes**

![Screenshot of the Configure Greenhouse page showing the Connections table. The Primary radio button is selected for the Integ Test Office connection and the Status column shows a green Connected badge. The page layout includes a left sidebar and a top nav with Save changes button.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/dialpad--greenhouse_page_0005_img_02.png)

Once a primary connection is set and saved, the Greenhouse sidebar is available to agents in the Dialpad app.

> [!NOTE]
> **Note**
> 
> When the connection is created, a “Connection created successfully” toast appears, but its status will initially show as **Disconnected** in the table. After selecting **Save changes**, the page refreshes automatically and the status updates to **Connected**.

## Use the Greenhouse sidebar in Dialpad

Open a contact or conversation in the Dialpad app and expand **Greenhouse** in the profile sidebar on the right. This is where agents match candidates, view candidate details, and log notes.

![Screenshot of the Dialpad desktop app showing the conversation list on the left, a message thread in the center, and the profile sidebar on the right with the Greenhouse item highlighted](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/image-1787760909926.png)

## View a matched candidate

If a Greenhouse candidate already matches the record you are viewing, the sidebar syncs to it automatically. A matched candidate shows their name, company, title, phone, email, and address, along with Log note and Search options.

![Screenshot of a Dialpad-like UI showing the conversation pane on the left and a Profile sidebar on the right with a Greenhouse card. The sidebar displays a matched candidate's details (name, company, title, phone, email, address) and action links including “Log Note” and “Search”. The screenshot has a purple bordered frame.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/image-1787760928824.png)

## Match a candidate manually

If no candidate is matched, select **Search** in the sidebar to find one. You can search by name or phone number.

![Close-up screenshot of the Greenhouse search panel inside the sidebar showing a Search Candidate input field, a Back link, and the panel styling within the Dialpad UI.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/dialpad--greenhouse_page_0007_img_02.png)

In the results, select **Match** next to the correct candidate to link them to the record.

![Screenshot of a Greenhouse sidebar UI inside a bordered widget showing a search box with the text de, candidate result cards (example: Dewani Uyanahewa with company, title, email, phone, and address) a greyed candidate card for Pablo Delfinou, vertical scrollbar, and links/buttons such as Match, Back, and View more.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/dialpad--greenhouse_page_0008_img_01.png)

## Match on an incoming call

When you accept an inbound call, the sidebar automatically searches Greenhouse for the caller. If the caller already exists as a candidate in Greenhouse, the integration **matches on email first** — it looks for a candidate whose email matches the caller. **Only if no email match is found** does it fall back to matching on the caller's **phone number and name**. If no match is found at all, use **Search** to match the caller to a candidate manually.

![Dialpad app window with an incoming call; right sidebar shows a matched Greenhouse candidate profile — purple outer border](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/image-1787760259652.png)

## Log a note to a candidate

To log a note in Greenhouse within Dialpad, go to your chat.

1. In the Greenhouse sidebar, select **Log note**
2. Enter the note text and select a category (visibility): **Public** or **Admin Only**![A Greenhouse modal titled Greenhouse showing the Create Note form — a textarea containing the text This is a test note and a category dropdown expanded to show options Admin Only and Public. The modal is inside a purple bordered frame.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/dialpad--greenhouse_page_0010_img_01.png)
3. Select **Create**

To review the note, open the candidate in Greenhouse and go to the Notes tab — the note you created appears there against the matched candidate.

![A Greenhouse candidate profile page showing the candidate details on the left and the Notes panel on the right. The Notes panel displays a note card from Dewani Uyanahewa with the content This is a test note and a list of other notes beneath it. The screenshot is framed with a purple border.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/image-1787760505498.png)

## Calls and SMS logged to Greenhouse

When call logging and SMS logging are enabled on the Configure Greenhouse page, Dialpad automatically logs completed calls and messages as notes on the matched candidate record in Greenhouse. Each is written as a separate note.

> [!NOTE]
> **Note**
> 
> Notes you create manually from the sidebar can be set to **Public** or **Admin Only**. Automatically logged call and SMS notes are created with **Public** visibility by default; visibility on these auto-created logs can’t currently be changed per log.

### Call logging

Enable **Log calls as activities** on the Configure Greenhouse page. After each completed call, a note is logged on the matched candidate containing:

- Call ID
- Call Direction
- From
- To
- Call Date and Time
- Call Duration (hh:mm:ss)
- Call Summary Link — opens the Dialpad call summary

To view a logged call, open the candidate in Greenhouse (Candidates tab) and check the Notes tab.

![Screenshot of the Greenhouse All Candidates list UI showing a list of candidates, left-hand filter sidebar, and top action buttons, contained within a purple bordered frame](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/dialpad--greenhouse_page_0012_img_01.png)

![Screenshot of a Greenhouse candidate page showing a logged call note popup with call metadata and a Call Summary Link, and the candidate activity sidebar, contained within a purple bordered frame](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/dialpad--greenhouse_page_0012_img_02.png)

## SMS logging

Enable **Log SMS as activities**. Send or receive an SMS from the Dialpad conversation, and it is logged as a note on the matched candidate containing:

- SMS Type
- From
- To
- Message

![Large screenshot of the Dialpad conversation UI showing the left navigation, message thread in the center, and a highlighted SMS input area at the bottom with a purple callout bubble labeled SMS logging text message. The screenshot has a prominent purple outer border and callouts pointing to the message input.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/image-1787761037360.png)

![Screenshot of a Greenhouse candidate profile page with the right-side activity feed. A blue-bordered callout bubble overlays the page showing an SMS log preview that lists fields such as SMS type (Outbound), From (Dewani Uyanahewa with phone), To (Dewani uyanahawa with phone), and Message (SMS logging test message). The screenshot shows UI elements for stages, notes, and recent activity.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/dialpad--greenhouse_page_0013_img_02.png)

## What isn’t logged in this version

The v1 native integration currently supports voice calls and SMS. The following are not logged:

- Video recording links
- AI recaps
- Transcripts

## Manage the integration (Admin)

Admins manage Greenhouse from the **Configure Greenhouse** settings page in Dialpad. From here you can:

- Enable or disable the integration.
- Create one or more connections and choose which one is the primary (default) connection.
- Configure whether **call logging** and **SMS logging** are enabled.

There isn’t a separate manual-sync action. To add information to a candidate by hand, use **Log note** in the Greenhouse sidebar to create a Public or Admin Only note on the matched candidate.

### If a connection stops working

This version doesn’t use a separate sign-in / OAuth re-authentication step, and only admins can enable or disable the integration. If a connection shows **Disconnected**, re-check its Client ID and Client Secret on the **Configure Greenhouse** page, or remove it and create a new connection, then set it as primary.

### Disconnect the integration

To stop using Dialpad with Greenhouse, an admin can disable the integration or remove the connection from the **Configure Greenhouse** page. New calls and messages will no longer be logged to Greenhouse; notes already logged remain on the candidate records.

## Troubleshooting

If the integration isn’t working as expected:

- Confirm a **primary connection** is selected and shows as **Connected** on the Configure Greenhouse page.
- Confirm **Log calls as activities** and/or **Log SMS as activities** are enabled if activity isn’t appearing in Greenhouse.
- Re-check the Client ID and Client Secret if a connection is Disconnected.
- If a candidate isn’t matching automatically, use **Search** in the sidebar to match manually.