Deal notification

CRM
Send messages based on deals being closed, or other events that occur in a CRM
1. Onboard your user

Your user signs into your app, and authorizes their integration between Merge and their CRM via Merge Link. Merge begins syncing CRM data.

Before your user Links, use Scopes in the Dashboard to configure what information Merge and your app is able to access from a third-party platform.
2. Access opportunity data

Your app is able to get the data it needs with the Opportunity Model.

  • You can track the status of the Opportunity with the Status field, with values such as “Won.”
Merge supports Webhook Emitters and Receivers for certain CRMs, such as PipeDrive and HubSpot. You can configure these webhooks to send your app real time updates about deal changes.
3. Configure notification logic

In your application, configure the relevant logic to send a notification to your users’ selected channel, such as Slack or Teams.

4. Improve sales efficiencies

Your app can now offer sales performance and metric tracking, helping your users and their teams imrpove their deal velocity.

Get started automating CRM flows with Merge

Integrate today or talk to our sales team to learn how Merge unlocks hundreds of integrations in days - not years.
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Key Models & Fields
Opportunities
GET
name
amount
status
Key Features
Typical Sync Frequency
Highest
Industries
Employee Engagement Software