Mercury Connect + Trello
Create Trello cards for updated Mercury Connect opportunities
Stay on top of your sales opportunities with this efficient workflow between Mercury Connect and Trello. Whenever an opportunity is updated in Mercury Connect, a new card will be created in Trello, helping you manage and prioritize tasks. This automation saves time and ensures that your sales process remains organized and up-to-date.
Stay on top of your sales opportunities with this efficient workflow between Mercury Connect and Trello. Whenever an opportunity is updated in Mercury Connect, a new card will be created in Trello, helping you manage and prioritize tasks. This automation saves time and ensures that your sales process remains organized and up-to-date.
- When this happens...Updated Opportunity
Triggers when an opportunity is updated.
- automatically do this!Create Card
Triggers when a new card is added.
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- 14 day trial for premium features & apps
Opportunity TypeRequired
Try ItOpportunity TypeRequired
Try ItOpportunity TypeRequired
Try ItContact TypeRequired
Try It
Contact TypeRequired
Try ItContact TypeRequired
Try ItOpportunity TypeRequired
Try ItVirtual Branch
Title
EmailRequired
First NameRequired
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
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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
