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Supported CRM platforms
Abstract away API complexity with Merge
Use cases
Read and write CRM data
Search and select specific files to share
- File
Search across all documents
- Drive
- Folder
- File
Download documents
- Folder
- File
Upload and organize documents
- File
- Folder
Update existing tickets and fields
- PATCH Tickets
Create new to-dos directly from your app
- POST Tickets
Visualize and analyze the status of projects and teams
- GET Tickets from Asana and Jira
Add Closed Won customers to a customer success tracker
- Opportunities
- Accounts
- Engagements data
Know what stage an opportunity is in
- Opportunities
- Accounts
- Engagements data
Create & track customer interactions
- Opportunities
- Accounts
- Engagements data
Monitor customer health & sentiment
- Opportunities
- Accounts
- Engagements data
Add sourced contacts or companies to a CRM
- creating Notes
Create notes in a CRM
- creating Notes
Assign tasks created in CRM
- creating Tasks
Pull information on prospects/leads
- Accounts
- Contacts
- Leads
- Opportunities data
Update details to track calls and meetings
- Pulling or posting Opportunities
- Accounts
- Engagements information
Provide data visualizations based on customer data
- Accessing Accounts
- Opportunities
- Leads
Calculate values of opportunities and leads
- Opportunities
- Leads
Read dollar Amount from Opportunities to understand financial health of a company
- Pulling Opportunities
Update details on opportunities, leads & contacts
- Creating and updating Opportunities
- Leads
- Contacts
Pull details on opportunities and accounts
- Accounts
- Contacts information
Add candidates to your recruiting pipeline
- Candidate
Manage headcount planning
- Jobs
Track new hires
- Offer
- Candidate
Track candidates through their entire interview process
- Application
- Interviews
- Job Interview States
- Notes
Power rich analytics about your customers’ talent pipeline
- Interviews
Pull information from multiple ATS providers into a platform / dashboard
- Candidate
- Offer
- Jobs
Pull EEOC demographic data
- Candidate
Manage employee referrals
- Candidates
- Job
Manage candidates during the recruitment lifecycle
- Candidate
- Offer
- Jobs
Connect different HR platforms
- Employee
Deprovision employees when they leave a company
- User
- Group
- Teams
Auto-provision user accounts, credit cards, device management, and software licenses
- User
- Group
- Teams
Pull time off (PTO) information
- Time Off
- Employee
Onboard and offboard employees once they’re hired
- Employee
Construct org charts
- Employee
- Teams
Pull salary information
- Employments
Pull benefit information, employee, and company contributions
- Benefits
Understand who was paid, when, benefits, deductions, and taxes
- Payroll
- Payroll Run
Track company spend
- Transaction
Automatically create purchase orders
- Purchase Order
Receive payments
- Payments
Track vendor bills
- Invoices
Transfer money
- Journal Entries
Invoice customers
- Invoice
Record credit card purchases
- Transaction
Forecast revenue
- Transaction
Create dashboards
- Transaction
Candidates partnership qualifications
- Balance Sheet
- Income Statement
- Cash Flow
Candidate's application for tax credits
- Balance Sheet
- Income Statement
- Cash Flow
Candidate's fitness for a loan
- Balance Sheet
- Income Statement
- Cash Flow
The financial health of a company
- Balance Sheet
- Income Statement
- Cash Flow
Case studies
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The Association Type object represents the relationship between two objects.
The Contact object is used to represent an existing point of contact at a company in a CRM system.
The Custom Object Class object is used to represent a Custom Object Schema in the remote system.
The Custom Object record refers to an instance of a Custom Object Class.
The Engagement Type object is used to represent an interaction activity. A given Engagement typically has an Engagement Type object represented in the engagement_type field.
The Engagement object is used to represent an interaction noted in a CRM system.
Whether you need to read or write, Merge makes your build easy
Custom Objects support
Merge supports a unified approach to custom objects
Battle-tested by thousands
Thousands of companies use Merge in production today.
Legacy APIs have painful quirks: Merge doesn’t.
Trusted partner
CRM leaders trust Merge to build into their APIs and expand their reach. Merge users trust Merge to expand their future partners.
“It's so sick -- it took me 2 days to build out this CRM integration and now we can connect to 20+ CRMs in Causal!”
Make integrations your competitive advantage
Stay in touch to learn how Merge can unlock hundreds of integrations in days, not years
