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

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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.

Ship something

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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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