Integrate CompanyHub with Mercately
Send information between CompanyHub and Mercately automatically, without writing any code, using Zoho Flow.
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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.
Similar apps
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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