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Mercury Connect + Zoho Campaigns

Mercury Connect + Zoho Campaigns

Mercury Connect + Zoho Campaigns integrations

Create opportunities in Mercury Connect from new contacts in Zoho Campaigns

Streamline your sales pipeline management by integrating Zoho Campaigns and Mercury Connect with this efficient workflow. When you add a new contact to Zoho Campaigns, it automatically creates an opportunity in Mercury Connect, ensuring you never miss potential deals. Save time and stay organized as you grow your business with this seamless process.

When this happens...
New ContactTriggers when a new contact is added to a mailing list.
TriggerInstant
automatically do this!
Create OpportunityCreates a new opportunity.
ActionWrite

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More things you can do with Zoho Campaigns and Mercury Connect

Discover other triggers and actions you can use with Zoho Campaigns and Mercury Connect

- Select Mailing List
  Required
Trigger
Instant
Try It
- Select Mailing List
  Required
Trigger
Instant
Try It
- Select a Campaign to Clone
  Required
- New Campaign Name
  Required
Action
Write
- Tag Name
  Required
- Contact Email
  Required
Action
Write
- Campaign
  Required
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Email Address
  Required
Action
Search

- Contact Email Address
  Required
- Select Mailing List
  Required
- Associate contacts with topics
- Lawful basis
Action
Search or write
- Contact Type
  Required
Trigger
Instant
Try It
- Contact Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Virtual Branch
- Title
- Email
  Required
- First Name
  Required
- 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
Action
Write
- Virtual Branch
- Name
  Required
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Loan Amount
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Doc Fee
- Origination Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Type
- Security
- Value
- Type
- Balance
- Limit
Action
Write
- Opportunity Id
  Required
- Name
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Loan Amount
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Origination Fee
- Doc Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Type
- Security
- Value
- Type
- Balance
- Limit
Action
Write
- Opportunity Name
  Required
Action
Search
- Opportunity Name
  Required
- Virtual Branch
- Name
  Required
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Loan Amount
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Doc Fee
- Origination Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Type
- Security
- Value
- Type
- Balance
- Limit
Action
Search or write

- Action
- Select Mailing List
  Required
Trigger
Instant
Try It
- Tag Name
  Required
- Contact Email
  Required
Action
Write
- Topic
- Campaign Name
  Required
- Subject
  Required
- Sender Address
  Required
- Select Mailing List
- Sender Name
Action
Write
- Select Mailing List
  Required
- Contact Email Address
  Required
- Associate contacts with topics
- Lawful basis
Action
Write
- Select Mailing List
  Required
- Contact Email Address
  Required
- Move to Do-Not-Mail
Action
Write
- Campaign Name
  Required
Action
Search
- Campaign Name
  Required
- Topic
- Subject
  Required
- Sender Address
  Required
- Select Mailing List
- Sender Name
Action
Search or write
- Opportunity Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Contact Type
  Required
Trigger
Instant
Try It
- Person Id
  Required
- Title
- Email
- First Name
- 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
- Add to DMH
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Write
- Person Id
  Required
- Relationship
  Required
- Opportunity Id
  Required
Action
Write
- Name
- Email Address
Action
Search
- Name
- Email Address
- Virtual Branch
- Title
- Email
  Required
- First Name
  Required
- 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
Action
Search or write

About Mercury Connect

Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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About Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Update Mercury Connect persons when new Zoho Campaigns contacts are added

Related Zap Templates

Update Mercury Connect persons when new Zoho Campaigns contacts are added