Using Interseller with Lever

In this guide we'll cover how to:

Adjust the sync settings
Disable syncing sequences
Resync contacts to Lever
Enable and disable deduplication
Select the default job posting
Select the job posting per sequence

Our integration with Lever can automatically sync contacts and assign them to job postings in Lever whenever they're added to a sequence on Interseller. 

To connect to Lever, navigate to the Integrations page and select Lever from the list. 

You will then be prompted to enter your Lever login credentials and grant Interseller access to your Lever account. This will allow Interseller to create and sync contacts over to Lever

Note: All Lever users can connect Interseller to Lever through this authentication method and the Enterprise API is no longer required.

Adjusting the sync settings

After Lever is connected, you can choose how contacts from all sequences sync over from Interseller to Lever by selecting one of the following sync options:

  1. Off - Contacts will not sync over to Lever
  2. Sync contacts when added to a sequence - Contacts will sync over to Lever when they are added to a sequence
  3. Sync contacts only when they reply back - Contacts will only sync over to Lever when they reply to a sequence

Disable syncing sequences to Lever

You can also disable syncing individual sequences over to Lever by toggling on the "Disable Sync" feature in the "Syncing" tab within the sequence's settings.

If you don't want contacts to sync over to Lever, you will need to make sure this setting is enabled first before adding contacts into the sequence.

Resync contacts to Lever

If contacts have been added before Lever was connected, contacts can be backfilled later through the "Resync to Lever " feature. You can resync contacts to Lever  individually or in bulk.

Note: The "Resync to Lever" feature does not update contacts who have already synced over to Lever. This feature will only sync contacts who have not yet synced over to Lever.

Enable/disable deduplication for Lever

You can toggle on the "Deduplication" setting for Lever to be warned if a contact already exists in Lever. This will mark the contact with the error "Exists in Lever" if we find the same email address already exists in Lever prior to being added into Interseller.

If deduplication is turned off, then we will not warn you if the contact already exists in Lever.

Below are two common scenarios of when a new contact record will be created and when it won't be created when the contact has synced over to Lever:

  • If the same email address exists in both Lever and Interseller, a duplicate contact record will not be created in Lever.
  • If there are two different email addresses for the same contact (one in Lever and one in Interseller), a second contact record will be created with the second email address when they sync over from Interseller to Lever.

Changing the default job posting at the account level

You can set the default job posting that all contacts across all sequences are synced to at the account level by adjusting the "Posting" sync setting.

We recommend leaving this blank if you are syncing contacts to specific job postings for each sequence.

Changing the job posting for each sequence

You can override the default job order by adjusting this setting for each individual sequence.

To adjust the project setting, open up the sequence's settings, click on the "Syncing" tab, and select the specific job posting for contacts to sync over to within Lever.

Be sure to select the correct job posting first as contacts cannot be re-synced if they were added first and then a job posting is selected for the sequence at a later time.

Note: To sync email activity from Interseller to Lever, you can check out Lever's documentation here.
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