Mercury Connect

Mercury Connect Integrations

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Mercury Connect Integration Details

Launched on Zapier March 13, 2018

Zapier combines Triggers (like "New Opportunity") and Actions (like "Create Person") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Mercury Connect Triggers, Searches, and Actions are supported by Zapier:

New Opportunity

Triggers when an opportunity is created.

New Person

Triggers when a person is created.

Opportunity Status Updated

Triggers when the opportunity status is updated.

Deleted Opportunity

Triggers when an opportunity is deleted.

Deleted Person

Triggers when a person is deleted.

Updated Opportunity

Triggers when an opportunity is updated.

Updated Person

Triggers when a person is updated.

Create Person

Creates a new person.

Create Opportunity

Creates a new opportunity.

Update a Person

Updates an existing person.

Attach a Person to an Opportunity

Attaches an existing person to an opportunity.

Update an Opportunity

Updates an existing opportunity.

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

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