LeadConnector + Mercury Connect
Update persons in Mercury Connect when stages are changed in LeadConnector
Keep your sales teams synchronized with this convenient integration. When any changes occur in the LeadConnector pipeline stage, it prompts an update to a designated person in the Mercury Connect database. It serves as an essential tool for teams wanting to manage their lead data efficiently, ensure key information is shared instantly, and enhance the speed of their sales strategy execution.
Keep your sales teams synchronized with this convenient integration. When any changes occur in the LeadConnector pipeline stage, it prompts an update to a designated person in the Mercury Connect database. It serves as an essential tool for teams wanting to manage their lead data efficiently, ensure key information is shared instantly, and enhance the speed of their sales strategy execution.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update a Person
Updates an existing 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
