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Mercury Connect + Pipedrive

Mercury Connect + Pipedrive

Mercury Connect + Pipedrive integrations

Create new persons in Mercury Connect for each new deal in Pipedrive

Effortlessly enhance your contact management within Mercury Connect with this streamlined process. As soon as a new deal is marked in Pipedrive, a corresponding new contact is established in Mercury Connect. This seamless process ensures that crucial contact details are always at your fingertips and regularly updated, optimizing your operational efficiency and client interaction.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this!
    Create Person
    Create Person
    Create PersonCreates a new person.
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More things you can do with Pipedrive and Mercury Connect

Discover other triggers and actions you can use with Pipedrive and Mercury Connect

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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