Integrate CompanyHub with Mercately

Send information between CompanyHub and Mercately automatically, without writing any code, using Zoho Flow.

Build your own integrations between CompanyHub and Mercately

Connect CompanyHub and Mercately with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate CompanyHub and Mercately using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Record created

Triggers when a new record is created in a specified custom table

Customer created

Triggers when a new customer is created

All Actions - Actions are the automated tasks

Create record

Creates a new record in custom table

Update record

Updates a record in specified table

Find record

Finds an existing record in the specified table that matches your search query

Create deal

Creates a new deal

Create customer

Creates a new customer

Update deal

Updates the details of an existing deal

Update customer

Updates the details of an existing customer

Fetch customer by ID

Fetches the details of an existing customer using ID

Fetch deal by ID

Fetches the details of an existing deal using ID

Fetch customer using search parameter

Fetches the details of an existing customer using search parameter

What is CompanyHub?

CompanyHub CRM lets you create sales bots and automate your sales process. It also lets you create records, add notes, conversations and more.

CRM

What is Mercately?

Mercately is a CRM platform that helps businesses manage sales and customer communications through WhatsApp and other channels.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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