Connect your product to all the applications your customers use via Merge's
Unified API to close more deals, retain customers, and expand to new markets
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.
Thanks to the exceptional support by the Merge team, BILL launched 40+ HRIS integrations, allowing our engineering team to focus more on our core products. Merge also contributed amazing ideas on how to effectively promote the launch.
With Merge, managing API integrations shifted from a technical task for engineers to something our customer support could easily handle.
Merge should make you and your end users’ lives easier: less work in building multiple integrations, real-time data syncing, and accurate data.
We don't have that many people, and we have a lot to build. Merge's easy access to enabling integrations allowed us to move forward.
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!
Merge allows us to integrate with dozens of HRIS and ATS providers, cutting down our development time and substantially expanding our market opportunity.
It takes my team a matter of an hour or less to identify and address integration issues using the Merge Dashboard. Previously, it may take them up to 5 hours.
Merge has saved us thousands of engineering hours by funneling a significant amount of 3rd parties into a single set of APIs for us to consume.
Our customers absolutely LOVE the fact that we integrate with all major HRIS - all thanks to Merge.
Merge is truly a game-changer for the industry, for our company, and for our users. I actually look forward to setting up integrations now instead of dreading them!
People think that getting the integrations set up will take a quarter. With Merge, we just onboarded a $250M-revenue brand in two days.
Thanks to the exceptional support by the Merge team, BILL launched 40+ HRIS integrations, allowing our engineering team to focus more on our core products. Merge also contributed amazing ideas on how to effectively promote the launch.
With Merge, managing API integrations shifted from a technical task for engineers to something our customer support could easily handle.
Merge should make you and your end users’ lives easier: less work in building multiple integrations, real-time data syncing, and accurate data.
We don't have that many people, and we have a lot to build. Merge's easy access to enabling integrations allowed us to move forward.
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!
Merge allows us to integrate with dozens of HRIS and ATS providers, cutting down our development time and substantially expanding our market opportunity.
It takes my team a matter of an hour or less to identify and address integration issues using the Merge Dashboard. Previously, it may take them up to 5 hours.
Merge has saved us thousands of engineering hours by funneling a significant amount of 3rd parties into a single set of APIs for us to consume.
Our customers absolutely LOVE the fact that we integrate with all major HRIS - all thanks to Merge.
Merge is truly a game-changer for the industry, for our company, and for our users. I actually look forward to setting up integrations now instead of dreading them!
People think that getting the integrations set up will take a quarter. With Merge, we just onboarded a $250M-revenue brand in two days.
Stop diverting your engineers to yet another integration and let them get back to work.
Manage your simplified integration issues in a single pane. No therapist required.
Launch integrations in days, not quarters. Your sales team will thank you.
”Working with Merge’s Unified API and beautiful React component took less than a sprint to integrate, test, and release.”