Mercury Connect + Vision6 integrations
Update contacts in Vision6 when persons are updated in Mercury Connect
Keep your Vision6 contacts up-to-date effortlessly with this workflow. When changes happen to a person's details in Mercury Connect, this automation ensures those adjustments are reflected in Vision6 immediately. It's the perfect way to maintain accuracy across platforms, saving you the time and effort usually spent on manual updates.
- When this happens...Updated PersonTriggers when a person is updated.
- automatically do this!Update a ContactInto a List you choose.
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- 14 day trial for premium features & apps
More things you can do with Mercury Connect and Vision6
Discover other triggers and actions you can use with Mercury Connect and Vision6
- Opportunity TypeRequired
Try ItTriggerInstant- Opportunity TypeRequired
Try ItTriggerInstant- Opportunity TypeRequired
Try ItTriggerInstant- Contact TypeRequired
Try ItTriggerInstant
- Contact TypeRequired
Try ItTriggerInstant- Contact TypeRequired
Try ItTriggerInstant- Opportunity TypeRequired
Try ItTriggerInstant- Virtual 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
ActionWrite
Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.
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Grow your business with powerful email and SMS marketing by using Vision6. Trusted by thousands of small to large businesses, agencies, government and financial institutions, and nonprofit organizations.
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