Your user signs into your app, and authorizes their integration between Merge and their CRM via Merge Link. Merge begins syncing CRM 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
Statusfield, with values such as “Won.”
In your application, configure the relevant logic to send a notification to your users’ selected channel, such as Slack or Teams.
Your app can now offer sales performance and metric tracking, helping your users and their teams imrpove their deal velocity.