LeadConnector + Mercury Connect
Create new persons in Mercury Connect when pipeline stages change in LeadConnector
Enhance your lead management process with this streamlined workflow between LeadConnector and Mercury Connect. When a change occurs in your pipeline stage within LeadConnector, this automation creates a new person in your Mercury Connect system. This reduces manual data entry and ensures up-to-date information across both platforms - keeping your sales and marketing efforts aligned.
Enhance your lead management process with this streamlined workflow between LeadConnector and Mercury Connect. When a change occurs in your pipeline stage within LeadConnector, this automation creates a new person in your Mercury Connect system. This reduces manual data entry and ensures up-to-date information across both platforms - keeping your sales and marketing efforts aligned.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Person
Creates a new person.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Opportunity TypeRequired
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Contact TypeRequired
Try It
