Create opportunities in Mercury Connect from updated contacts in 17hats
Effortlessly manage your contacts and sales opportunities with this efficient workflow. When a contact is updated in 17hats, it creates a new opportunity in Mercury Connect, ensuring a seamless connection between your contact management and sales pipelines. Save time and stay organized by allowing this automation to handle the data update process for you.
Effortlessly manage your contacts and sales opportunities with this efficient workflow. When a contact is updated in 17hats, it creates a new opportunity in Mercury Connect, ensuring a seamless connection between your contact management and sales pipelines. Save time and stay organized by allowing this automation to handle the data update process for you.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create Opportunity
Creates a new opportunity.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Opportunity TypeRequired
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
Contact TypeRequired
Try It