CRM Unified API

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Engagement
 Common Model
  • owner
  • content
  • subject
  • direction
  • engagement_type
  • start_time
  • end_time
  • account
  • contacts
  • remote_was_deleted
  • id
  • remote_id
  • modified_at
  • field_mappings
  • remote_data
Merge
Your Product

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Supported CRM Platforms

Abstract away API complexity with Merge

Accelo
ActiveCampaign
Affinity
Capsule
Close
Copper
HubSpot
Insightly
Keap
Microsoft Dynamics 365 Sales
Nutshell
Pipedrive
Pipeliner
Salesflare
Salesforce
SugarCRM
Teamleader
Teamwork CRM
Vtiger
Zendesk Sell
Zoho CRM

Learn more

Use Cases

Revenue Intelligence and Analytics

Search and Select Specific Files to Share

with File data

Search Across All Documents

with Drive, Folder, and File data

Download Documents

with Folder and File data

Upload and Organize Documents

with File and Folder data

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

with Opportunities, Accounts, and Engagements data

Know what stage an Opportunity is in

with Opportunities, Accounts, and Engagements data

Create & track customer interactions

with Opportunities, Accounts, and Engagements data

Monitor customer health & sentiment

with Opportunities, Accounts, and Engagements data

Add sourced contacts or companies to a CRM

by creating Notes

Create Notes in a CRM

by creating Notes

Assign tasks created in CRM

by creating Tasks

Pull information on prospects/leads

with Accounts, Contacts, Leads, and Opportunities data

Update details to track calls and meetings

by pulling or posting Opportunities, Accounts, and Engagements information

Provide data visualizations based on customer data

by accessing Accounts, Opportunities, and Leads data

Calculate values of opportunities and leads

with Opportunities and Leads data

Read $ Amount from Opportunities to understand financial health of a company

by pulling Opportunities data

Update details on opportunities, leads & contacts

by creating and updating Opportunities, Leads, and Contacts

Pull details on opportunities and accounts

with Accounts and Contacts information

Add candidates to your recruiting pipeline

with Candidate data

Manage headcount planning

with Jobs data

Track new hires

with Offer and Candidate data

Track candidates through their entire interview process

with Application, Interviews, Job Interview States, and Notes data

Power rich analytics about your customers’ talent pipeline

with Interviews data

Pull information from multiple ATS providers into a platform / dashboard

with Candidate, Offer, and Jobs data

Pull EEOC demographic data

with Candidate data

Manage employee referrals

with Candidates and Job data

Manage candidates during the recruitment lifecycle

with Candidate, Offer, and Jobs data

Connect different HR platforms

with Employee data

Deprovision employees when they leave a company

with User, Group, and Teams data

Autoprovision user accounts, credit cards, device management, and software licenses

with User, Group, and Teams data

Pull time off (PTO) information

with Time Off and Employee data

Onboard and offboard employees once they’re hired

with Employee data

Construct Org Charts

with Employee and Teams data

Pull salary information

with Employments data

Pull benefit information, employee, and company contributions

with Benefits data

Understand who was paid, when, benefits, deductions, and taxes

with Payroll and Payroll Run data

Track company spend

with Transaction data

Automatically create purchase orders

with Purchase Order data

Receive payments

with Payments

Track vendor bills

with Invoices

Transfer money

with Journal Entries

Invoice customers

with Invoice data

Record credit card purchases

with Transaction data

Forecast revenue

with Transaction data

Create dashboards

with Transaction data

Candidates partnership qualifications

with Balance Sheet, Income Statement, and Cash Flow data

Candidate's application for tax credits

with Balance Sheet, Income Statement, and Cash Flow data

Candidate's fitness for a loan

with Balance Sheet, Income Statement, and Cash Flow data

The financial health of a company

with Balance Sheet, Income Statement, and Cash Flow data

Case Studies

View all
How Causal sped up their self-serve time-to-value by 20% with Merge

How Causal sped up their self-serve time-to-value by 20% with Merge

How Causal sped up their self-serve time-to-value by 20% with Merge

Sync CRM Data

View all
View all

Accounts

The Account object is used to represent a company in a CRM system.

Docs

Association Types

The Association Type object represents the relationship between two objects.

Docs

Associations

The Association record refers to an instance of an Association Type.

Docs

Async Passthroughs

Docs

Audit Trails

Docs

Contacts

The Contact object is used to represent an existing point of contact at a company in a CRM system.

Docs

Custom Object Classes

The Custom Object Class object is used to represent a Custom Object Schema in the remote system.

Docs

Custom Objects

The Custom Object record refers to an instance of a Custom Object Class.

Docs

Engagement Types

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.

Docs

Engagements

The Engagement object is used to represent an interaction noted in a CRM system.

Docs

Field Mappings

Docs

Leads

The Lead object is used to represent an individual who is a potential customer.

Docs

Notes

The Note object is used to represent a note on another object.

Docs

Opportunities

The Opportunity object is used to represent a deal opportunity in a CRM system.

Docs

Scopes

Docs

Stages

The Stage object is used to represent the stage of an opportunity.

Docs

Tasks

The Task object is used to represent a task, such as a to-do item.

Docs

Users

The User object is used to represent a user with a login to the CRM system.

Docs
The Leading API for CRM Data

Whether you need to read or write, Merge makes your build easy

Custom Objects support

Read, write, and update any custom object.

Merge supports a unified approach to custom objects.

Battle-tested

When first-mover matters. 

Thousands of companies use Merge in production today.

Legacy APIs have painful quirks: Merge doesn’t.

‍

Trusted partner

An API that plays well with others.

CRM leaders trust Merge to build into their APIs and expand their reach. Merge users trust Merge to expand their future partners.

‍

Download the Guide
Lukas K.
Lukas K.

“

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!"

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