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Interact + Mercury Connect

Create opportunities in Mercury Connect for new leads from Interact

Turn new leads into actionable opportunities with this efficient workflow. When a new lead is detected in Interact, an opportunity is instantly created in Mercury Connect, allowing your team to quickly capitalize on potential sales. Boost productivity and ensure every lead gets the attention it deserves with this seamless automation.

Turn new leads into actionable opportunities with this efficient workflow. When a new lead is detected in Interact, an opportunity is instantly created in Mercury Connect, allowing your team to quickly capitalize on potential sales. Boost productivity and ensure every lead gets the attention it deserves with this seamless automation.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    Mercury ConnectMercury Connect
    Create Opportunity

    Creates a new opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    Trigger
    Instant
    Try It
    • Contact TypeRequired

    Trigger
    Instant
    Try It
    • Contact TypeRequired

    Trigger
    Instant
    Try It
    • Opportunity TypeRequired

    Trigger
    Instant
    Try It
    • Opportunity TypeRequired

    Trigger
    Instant
    Try It
    • Opportunity TypeRequired

    Trigger
    Instant
    Try It
    • Opportunity TypeRequired

    Trigger
    Instant
    Try It
    • Contact TypeRequired

    Trigger
    Instant
    Try It
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

  • Forms & Surveys

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mercury-connect logo
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.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier