capabilities.work

CRM Link an Account

A 3-step recipe with Merge. We can help you get access.

Recipe · 3 steps

CRM Link an Account

with Merge

Link a new end user to a CRM platform and obtain a usable account token.

  1. Create a single-use Link token scoped to the CRM category from the end user's identifying details.
  2. Exchange the public token returned by the Merge Link frontend flow for a durable account token used on all subsequent data requests.
  3. Read the linked account details to confirm the integration completed and surface the connected CRM platform.
What you'll need to have ready
  • authorization: Production access token with the required "Bearer " prefix.
  • endUserEmailAddress: The end user's email address, used purely for identification.
  • endUserOrganizationName: The end user's organization name.
  • endUserOriginId: A unique identifier for the end user in your own database.
  • publicToken: The public token returned by the Merge Link frontend after the user finishes linking.
For your developer

Arazzo workflow merge:link-crm-account, 3 operations: {$sourceDescriptions.subpackageLinktokenApi.url}#/paths/~1crm~1v1~1link-token/post → {$sourceDescriptions.subpackageAccounttokenApi.url}#/paths/~1crm~1v1~1account-token~1{public_token}/get → {$sourceDescriptions.subpackageAccountdetailsApi.url}#/paths/~1crm~1v1~1account-details/get. Specs on APIs.io.

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