Connect Fireflies to Lever

Automatically sync interview insights directly to candidate profiles

Lever is the modern talent acquisition platform that helps companies build world-class teams. From candidate sourcing and pipeline management to interview coordination and hiring decisions, it's where recruiting teams orchestrate their entire talent strategy.

Now with Fireflies' Lever integration, your interview intelligence flows seamlessly into your recruiting ecosystem, giving you complete context on every candidate conversation without the manual overhead of note-taking during interviews.

What you can do with Lever integration

Transform every interview into structured candidate intelligence

• 🎯 Automatic candidate matching — Meeting notes sync directly to the right candidate profiles using email recognition

• 📝 Rich interview documentation — Comprehensive summaries, key discussion points, and action items added to candidate timelines

• ✨ Zero manual data entry — Interview insights appear in Lever within minutes of your call ending

• 👥 Optional candidate creation — Choose whether to automatically create profiles for new candidates during informal chats

No more typing up interview notes. No forgotten candidate details. No missing context during hiring decisions. Just seamless documentation that lets you focus on finding the right talent.

Setting up your Lever integration

Before you begin, make sure you have:

• An active Lever account

• Admin permissions to install integrations

• Fireflies account with meeting access

• Candidate profiles where you want to sync interview data

Step 1: Access Lever integration

Navigate to your Fireflies integrations dashboard to begin the setup.

1. Go to your Fireflies dashboard

2. Click Integrations in the sidebar

   

3. Search for Lever, select it and click Connect

Step 2: Authorize the connection

Connect your Lever account with Fireflies using secure authentication.

1. You'll be redirected to Lever for authorization

2. Click Accept if you're already logged in (this happens automatically)

3. Click Authorize this connector to proceed

Step 3: Configure candidate settings

Choose how you want the integration to handle new candidates.

1. Auto-create candidates: Toggle ON to automatically create candidate profiles when email isn't found in Lever (perfect for screenings or informal chats)

2. Prefer more control: Toggle OFF to only sync notes for existing candidates

3. Click Continue when ready

Step 4: Test your connection

Verify everything is working correctly before going live.

1. Click Create Sample Note For a Sample Candidate in Lever to run a test

2. Fireflies will send a sample meeting note to verify the connection

3. Click Click here to view to see exactly how notes will appear in Lever

4. Review the formatting and click Continue to activate

Managing your Lever sync

Fine-tune which meetings sync to Lever

Click Additional Options to set up smart filters that control exactly which meetings sync to your candidate profiles. This keeps your Lever data focused on actual recruiting conversations.

Filter by what matters:

• Meeting title — Only sync meetings containing "interview," "screening," or "candidate"

• Host — Include meetings led by specific recruiters or hiring managers

• Participants — Target meetings with candidates or department heads

• Meeting type — Choose external candidate interviews vs internal team debriefs

Build smart combinations with AND/OR logic

Stack multiple filters to create precisely targeted recruiting workflows. For example:

→ Sync all meetings with external participants AND containing "interview" in the title
→ OR sync meetings hosted by recruiting team AND containing "candidate" in the title

This means you can ensure only qualified recruiting conversations reach your ATS while keeping internal team meetings and non-recruiting calls from cluttering candidate timelines.

Team management for Lever integration (Workspace Admins Only)

Workspace admins can control how the Lever integration works across their recruiting organization with centralized settings under Integration Scope.

Set up team-wide controls:

1. Click the 3 dots on your Lever integration page

2. You'll see a popup with 2 key options

Option A: Apply to entire workspace
Toggle this ON to automatically sync meetings from admin-accessible meetings to your team's Lever account. This ensures consistent candidate documentation across your recruiting team.

Option B: Restrict non-admin member usage
Keep this ON to prevent team members from creating their own individual Lever configurations. This maintains ATS data integrity and ensures all interview sync follows your recruiting process.

Why use admin controls?

• Consistent candidate data — All interviews follow the same sync rules and timeline organization

• Unified recruiting view — Everything flows to your organization's designated Lever account

• Simplified management — No scattered individual configurations to track or troubleshoot

• Hiring team alignment — Ensure all interview data supports your recruiting methodology

How teams are using Fireflies + Lever

Recruiting teams

• Interview consistency: Auto-capture technical screening details and cultural fit assessments for standardized evaluation

• Candidate journey tracking: Maintain complete timeline of every interaction from first contact to offer

• Hiring manager collaboration: Share interview insights instantly with department heads for faster decisions

Technical recruiting

• Skills assessment: Document coding challenges and technical discussions with detailed context

• Reference checks: Capture reference call insights and add them to candidate evaluation timelines

• Panel interview coordination: Sync multi-interviewer feedback to single candidate profiles automatically

Executive search

• Executive assessment: Comprehensive documentation of leadership interviews and strategic discussions

• Stakeholder input: Capture board-level feedback and senior team interviews in candidate profiles

• Cultural alignment: Track executive fit conversations across multiple touchpoints and decision-makers

Troubleshooting common issues

Making sense of it all

• You'll need an active Lever account with integration permissions and Fireflies meeting access to get started

• Automatic email matching ensures interview notes reach the right candidate profiles without manual intervention

• Smart filtering controls which meetings sync to Lever using title, host, participant, or meeting type criteria

• Flexible candidate handling lets you choose whether to auto-create profiles or sync only to existing candidates

• Complete interview documentation captures every detail without distracting you during actual conversations

• Admin-level governance ensures consistent recruiting practices across your entire talent acquisition team

• Chronological timeline organization makes it easy to track each candidate's journey through your hiring pipeline

Estimated reading time: 5 minutes