Lever
Lets the Salesfinity AI Companion look up Lever opportunities and postings, and add approved notes after recruiter phone outreach.
What the Lever integration does
Salesfinity's Lever integration connects through Composio and lets the Salesfinity AI Companion read opportunities, postings and stages from your Lever account, and add notes or update fields once you approve them. It is an assistant-level connection built for recruiters who use Salesfinity's dialer to call candidates. It does not sync your Lever pipeline into Salesfinity and it does not turn candidates into a calling list.
What the Companion can read from Lever
Opportunities for a given posting, with their current stage and owner.
A candidate's contact details, tags and existing notes.
Active postings and how many candidates sit against each.
Write actions, gated on your approval
Add a note to an opportunity after a call.
Apply or remove a tag you specify.
Create an opportunity for a candidate you sourced elsewhere.
Common use cases
Working a batch of sourced candidates by phone
A recruiter imports a set of sourced candidates into Salesfinity as a CSV and dials them in parallel. Between connects, they ask the Companion whether each person already exists in Lever and at what stage, so they never call someone another recruiter is already deep in conversation with.
Writing the phone screen note straight after the call
Once a screen ends, ask the Companion to draft a note from the transcript covering interest, notice period and comp expectations, then add it to the Lever opportunity. You approve the wording, and the hiring manager sees it in the tool they already use.
Reviewing which sources actually answer the phone
Ask the Companion which candidates you called this week and pair that with their Lever origin and stage. Over a few weeks that tells you which sourcing channels produce candidates who pick up and progress, not just candidates who exist.
How to connect Lever to Salesfinity
In Salesfinity, open Settings → Integrations.
Select Lever from the AI Companion integrations.
Authorize the connection with your Lever credentials on the Composio screen.
Confirm Salesfinity shows the integration as connected.
Ask the AI Companion to list your active Lever postings to confirm access.
Frequently asked questions
Does the Lever integration import candidates into Salesfinity for dialing?
No. It does not create contacts or calling lists. Export the candidates you want to call from Lever and import the CSV into Salesfinity, or build the list in the List Builder.
Does Salesfinity automatically log calls to Lever opportunities?
No. There is no automatic activity write-back. The Companion can add a note when you ask and approve it; call recordings, transcripts and dispositions remain in Salesfinity.
Can the Companion advance a candidate to the next stage?
Only if you ask and approve the change. No write to Lever happens without your confirmation.
Is the parallel dialer appropriate for candidate outreach?
Yes. Recruiters use it the same way sales teams do: load a candidate list, let the dialer filter voicemails and dead numbers, and take the connects. Call recording, transcription and AI call scoring apply to those calls as well.
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