Fresh 2026

Deal notification

How to trigger notifications based on CRM deal status changes using the Merge CRM API.

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Your user signs into your app, and authorizes their integration between Merge and their CRM via Merge Link. Merge begins syncing CRM data.

Before your user Links, use Scopes in the Dashboard to configure what information Merge and your app is able to access from a third-party platform.

Your app is able to get the data it needs with the Opportunity Model.

You can track the status of the Opportunity with the Status field, with values such as "Won."

Merge supports Webhook Emitters and Receivers for certain CRMs, such as PipeDrive and HubSpot. You can configure these webhooks to send your app real time updates about deal changes.

In your application, configure the relevant logic to send a notification to your users' selected channel, such as Slack or Teams.

Your app can now offer sales performance and metric tracking, helping your users and their teams improve their deal velocity.

Integrate today or talk to our sales team to learn how Merge unlocks hundreds of integrations in days - not years.

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• Scopes