Formstack + Mercury Connect Integrations

How to connect Formstack + Mercury Connect

Zapier lets you send info between Formstack and Mercury Connect automatically—no code required.

When this happens...
Mercury ConnectMercury Connect
Deleted Opportunity

Triggers when an opportunity is deleted.

automatically do this!
Mercury ConnectMercury Connect
Attach a Person to an Opportunity

Attaches an existing person to an opportunity.

Supported triggers and actions

What does this mean?

How Formstack + Mercury Connect Integrations Work

  1. Step 1: Authenticate Formstack + Mercury Connect.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn More

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Forms & Surveys

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About Mercury Connect

Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.
Learn More

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