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Google Sheets + Mercury Connect

Google Sheets + Mercury Connect

Google Sheets + Mercury Connect integrations

Create Google Sheets rows for new Mercury Connect opportunities

Easily stay on top of your client relations with this automation! With this setup, anytime a new opportunity is added in the Mercury Connect app, a corresponding row is created in Google Sheets. This allows for a quick and convenient way to monitor progress, manage your leads, and prioritize your tasks. Streamline your CRM process with this efficient workflow.

  1. When this happens...
    New Opportunity
    New Opportunity
    New OpportunityTriggers when an opportunity is created.
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Mercury Connect and Google Sheets

Discover other triggers and actions you can use with Mercury Connect and Google Sheets

    • Opportunity Type
      Required
    Trigger
    Instant
    Try It
    • Opportunity Type
      Required
    Trigger
    Instant
    Try It
    • Opportunity Type
      Required
    Trigger
    Instant
    Try It
    • Contact Type
      Required
    Trigger
    Instant
    Try It
    • Contact Type
      Required
    Trigger
    Instant
    Try It
    • Contact Type
      Required
    Trigger
    Instant
    Try It
    • Opportunity Type
      Required
    Trigger
    Instant
    Try It
    • Virtual Branch
    • Title
    • Email
      Required
    • First Name
      Required
    • Last Name
    • Middle Name
    • Salutation
    • Gender
    • Date of Birth
    • Marital Satus
    • Home Phone
    • Mobile
    • Business Phone
    • Mailing Address?
    • Address Type
    • Address Format
    • Floor Number
    • Unit Number
    • Building Name
    • Street Number
    • Street Name or PO Box
    • Street Type
    • City
    • State
    • Postcode
    • Country
    • Address Effective From
    • Address Effective To
    • Housing Situation
    • Permanent Australian Resident
    • Status
    • Country of Residence
    • Employer Company
    • Occupation
    • Job Title
    • Employment Status
    • Employment Commenced
    • Annual Income
    • Drivers Licence Number
    • Drivers Licence Expiry
    • Drivers Licence State
    • Categories
    • No Email Marketing
    • Mark as Private
    • Email Bounced
    • Relationship Manager
    • Type
    • Amount
    • Frequency
    • Commenced
    • Comments
    • Type
    • Repayment
    • Frequency
    • Balance
    • Credit Limit
    • Comments
    • Note Pad
    Action
    Write
google-sheets logo
About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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mercury-connect logo
About Mercury Connect
Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.
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