Integrate Mercately with 900+ apps

Create business workflows for Mercately without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Build your own Mercately integrations

Connect Mercately with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Mercately workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Customer created

Triggers when a new customer is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create customer

Creates a new customer

Update customer

Updates the details of an existing customer

Update deal

Updates the details of an existing deal

Fetch customer using search parameter

Fetches the details of an existing customer using search parameter

Fetch deal by ID

Fetches the details of an existing deal using ID

Fetch customer by ID

Fetches the details of an existing customer using ID

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.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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