Integrate Mercately with Zoho Analytics
Send information between Mercately and Zoho Analytics automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new row in the selected table in Zoho Analytics when a new customer is created in Mercately
Integrate Mercately with Zoho Analytics using Zoho Flow. Whenever a new customer is created in Mercately, Zoho Flow automatically creates a new row in the selected table in Zoho Analytics. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new customer is created in Mercately.
- Zoho Flow creates a new row in the selected table in Zoho Analytics.
Create a new row in the selected table in Zoho Analytics when a new customer is created in Mercately
Mercately + Zoho Analytics
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Supported triggers and actions
Integrate Mercately and Zoho Analytics 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 customer
Creates a new customer
Create deal
Creates a new deal
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
Create user group
Creates a new user group in the specified workspace
Create slideshow
Creates a slideshow in the specified workspace
Share views
Shares a view with the specified users
Create row
Creates a new row in the selected table
Add group members
Adds the user to the specified group
Create user
Creates a new user in the specified organization
Remove group members
Removes a user from the specified group
Move views to folder
Moves a view to the specified folder
Update row
Updates the details of an existing row
Create or update row
Creates a new record or updates the details of an existing record in the selected table
Fetch view
Fetches the details of an existing view
Fetch row
Fetches the details of an existing row
What is Mercately?
Mercately is a CRM platform that helps businesses manage sales and customer communications through WhatsApp and other channels.
What is Zoho Analytics?
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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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
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CEO, Lakeside CNC Group
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
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Technical and Operations Head, TruAct
