For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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Get startedAPI referenceImplementation
Get startedAPI referenceImplementation
    • Overview
    • Introduction
    • Unified API
    • Linked Account
    • Merge Link
    • Use cases
      • Analyze compensation
      • Analyze payroll runs
      • Analyze project status
      • Analyze spend
      • Assign trainings
      • Auto provision
      • Automate gifts
      • Candidate journey recruiters
      • Candidate journey
      • Candidate matchmaking
      • Career development
      • Collect security evidence
      • Contact information
      • Create invoices
      • Create purchase orders
      • Customer payment reconciliation
      • Deal notifications
      • Employee analysis (GRC)
      • Enrich compliance data
      • Financial analysis
      • Forecast revenue
      • Headcount planning
      • Historical payroll
      • Internal database
      • Onboard and offboard
      • Opportunity recommendations
      • Org chart
      • Sales rep performance
      • Share specific documents
      • Source candidates
      • Source leads
      • Surface open jobs
      • Surface screening questions
      • Sync customers or suppliers
      • Sync expenses
      • Talent pool visibility
      • Track compliance
      • Track contracts
      • Track security controls
      • Train AI accounting
      • Train AI ATS
      • Train AI CRM
      • Train AI HRIS
      • Train AI ticketing
      • Upload contracts file
      • Vendor reconciliation
UnifiedAgent HandlerGateway
UnifiedAgent HandlerGateway
Resources
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Use cases

Contact information

Set up outbounding campaigns automatically with contact information from your customers' CRMs

Key models and fields

ContactsGET
first_name
last_name
email_addresses
account

Key features

  • Remote Data

Typical sync frequency
Highest

Industries

Sales Operations
Marketing Automation
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Collect security evidence

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Create invoices

Built with

1. User authorizes access

Your user authorizes your application to access their CRM (e.g. Salesforce, Hubspot) via an OAuth or similar authorization flow through Merge Link.

Products backend

2. Fetch contacts

Utilize the GET /contacts endpoint to fetch contacts from your customer’s CRM.

Backend interact with Merge

Use Remote Fields and Remote Data to pull in any custom fields in your customers’ CRM.

3. Automate outbound efforts

You and/or your customers can now easily set up automated outbounding campaigns using contacts’ names and contact details (email addresses and phone numbers). If available, use custom fields that may provide context on products or services a contact may be interested in to create targeted campaigns.

Backend interact with Merge
Automate outbound efforts using contact information from your customers

Integrate today or talk to our sales team to learn how Merge unlocks hundreds of integrations in days - not years.


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