Imagine you offer an analytics tool that helps sales managers and leaders analyze reps’ performance (your tool can also help users pinpoint additional insights).
To help facilitate this use case, you can integrate your product with a CRM like Nutshell via Merge’s CRM Unified API. You can then sync closed-won opportunities and key fields within them, like the account owner and the deal size.
These syncs can run on a frequent cadence, say once every hour, to ensure your leadership is analyzing up-to-date and reliable data. Moreover, you can build additional steps in your product on top of these syncs to make the data easier to take action off of, such as sending out a notification when a rep’s performance falls below or above a certain set of conditions.
Say you offer an enterprise resource planning (ERP) system that allows finance teams to create customer records, store critical customer documents (e.g. invoices), perform analysis on key activities, and more.
To help your clients’ finance teams learn about new clients on time and begin the process of invoicing them within your product, you can integrate your ERP system with a CRM like Nutshell via Merge.
More specifically, using Merge, you can register a webhook in Nutshell that listens for any opportunity’s status getting marked as “closed won” within the CRM. Whenever this happens, Nutshell calls the URL, triggering a payload to your application in real-time.
This payload notification can include all the relevant context on the closed opportunity for the finance team, enabling them to carry out their invoicing tasks quickly and easily within you product.
Learn more about using Merge to send deal notifications to your product.
Suppose you offer a product that recommends leads to reps, lets them accept or reject leads, and enables them to take action on these leads—all within your application.
Accepted leads should also live in a CRM like Nutshell so that the reps’ managers have visibility on the prospects reps pursue and how they're pursued. Only then can the managers support the reps effectively and forecast their teams’ closed-won revenue accurately.
With this in mind, you can integrate your application with Nutshell via Merge’s CRM Unified API. You can then sync leads and their associated fields, like their first and last name, email address, role, employer, etc. You can also sync this data at frequent intervals, like every 5 minutes, or even use webhooks to ensure the data is consistent between your application and the CRM system at all times.
The Contact object is used to represent an existing point of contact at a company in a CRM system.
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.
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