TalentLynk

How to Sync Phone Calls in Mercury, including optional Follow-Up Dates & Voicemail Status

Mercury CRM activity sync

This guide walks you through setting up your Meta Business Portfolio, creating a WhatsApp account, and connecting it to TalentLynk.

💬 WhatsApp Business API Setup (Meta Business Portfolio)

The minimum API capabilities we need from a CRM partner in order to build and maintain an integration with TalentLynk

CRM Partner API Requirements

Fix Mercury and Power Apps errors caused by a profile URL that points to an app your team cannot access.

Mercury: Open contact in CRM works for admins but fails for other users

What to send us and how to agree your switch.

Moving to a new CRM

Integrations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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