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Integrate once
Supported CRM platforms
Abstract away API complexity with Merge
Use cases
Read and write financial data
Search and select specific files to share
- File data
Search across all documents
- Drive
- Folder
- File data
Download documents
- Folder
- File data
Upload and organize documents
- File
- 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
- 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 data
Calculate values of opportunities and leads
- Opportunities
- Leads data
Read $ Amount from Opportunities to understand financial health of a company
- Pulling Opportunities data
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 data
Manage headcount planning
- Jobs data
Track new hires
- Offer
- Candidate data
Track candidates through their entire interview process
- Application
- Interviews
- Job Interview States
- Notes data
Power rich analytics about your customers’ talent pipeline
- Interviews data
Pull information from multiple ATS providers into a platform / dashboard
- Candidate
- Offer
- Jobs data
Pull EEOC demographic data
- Candidate data
Manage employee referrals
- Candidates
- Job data
Manage candidates during the recruitment lifecycle
- Candidate
- Offer
- Jobs data
Connect different HR platforms
- Employee data
Deprovision employees when they leave a company
- User
- Group
- Teams data
Autoprovision user accounts, credit cards, device management, and software licenses
- User
- Group
- Teams data
Pull time off (PTO) information
- Time Off
- Employee data
Onboard and offboard employees once they’re hired
- Employee data
Construct org charts
- Employee
- Teams data
Pull salary information
- Employments data
Pull benefit information, employee, and company contributions
- Benefits data
Understand who was paid, when, benefits, deductions, and taxes
- Payroll
- Payroll Run data
Track company spend
- Transaction data
Automatically create purchase orders
- Purchase Order data
Receive payments
- Payments
Track vendor bills
- Invoices
Transfer money
- Journal Entries
Invoice customers
- Invoice data
Record credit card purchases
- Transaction data
Forecast revenue
- Transaction data
Create dashboards
- Transaction data
Candidates partnership qualifications
- Balance Sheet
- Income Statement
- Cash Flow data
Candidate's application for tax credits
- Balance Sheet
- Income Statement
- Cash Flow data
Candidate's fitness for a loan
- Balance Sheet
- Income Statement
- Cash Flow data
The financial health of a company
- Balance Sheet
- Income Statement
- Cash Flow data
Case studies
View all case studies
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Opportunities
The Opportunity object is used to represent a deal opportunity in a CRM system.
Opportunities
The leading API for CRM data
Whether you need to read or write, Merge makes your build easy
Read, write, and update any custom object
Custom Objects support
Merge supports a unified approach to custom objects
When first-mover matters
Battle-tested by thousands
Thousands of companies use Merge in production today.
Legacy APIs have painful quirks: Merge doesn’t.
An API that plays well with others
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
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