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

Source leads

Send sourced leads and contacts to your customers' CRMs

Key models and fields

ContactsGET
email_addresses
first_name
last_name
addresses
LeadsGET
lead_source
first_name
last_name
email_addresses

Key features

  • Remote Fields

Typical sync frequency
Highest

Industries

Revenue Intelligence
Sales Operations
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Source candidates

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Surfacing open jobs

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 leads

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

Backend interact with Merge

3. Fetch contacts

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

Backend interact with Merge

If there are any custom CRM fields that need to be pulled in, you can use Remote Fields.

4. Create contacts and leads

As new contacts and leads get sourced, push them to your customers’ CRMs using the POST /contacts and POST /leads endpoints.

Backend interact with Merge

5. Refresh contact and lead data regularly

Regularly call the GET /contacts and GET /leads endpoints using the modified_after query parameter to track updates to contacts and leads. Now your customers’ contacts and leads in their CRM are always up-to-date!

Backend interact with Merge

Use webhooks for efficient and real-time syncs.

Start sourcing leads 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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