Mercury Connect Integrations

  • Add new contacts from Zoho CRM to Mercury Connect

    Want to make sure your contacts are on Mercury Connect? Don't bother copying them from Zoho CRM to Mercury Connect when you can simply set up this Zapier integration and let us handle it. From then on, every new contact you add on Zoho CRM will have its data sent to Mercury Connect.

    How this Zoho CRM-Mercury Connect integration works

    1. A new contact is added on Zoho CRM
    2. Zapier automatically creates a contact on Mercury Connect

    Apps involved

    • Zoho CRM
    • Mercury Connect
  • Update subscribers on MailChimp from Mercury Connect

    Don't miss out on future business opportunities just because of old contact details in MailChimp - use this Zapier integration to keep contacts up to date for you! Any updates made on existing contacts on Mercury Connect will also update the contacts on MailChimp if exists, otherwise a new subscriber will be created to ensure that your marketing outreach is fed with the latest data.

    Note: This Zapier integration uses email address to update contact details so if you update email address in Mercury Connect, it will create a new contact in MailChimp.

    How this Mercury Connect-MailChimp integration works

    1. A contact is updated in Mercury Connect
    2. Zapier updates the contact details on a MailChimp list

    Apps involved

    • Mercury Connect
    • MailChimp
  • Unsubscribe contacts from MailChimp when they are deleted from Mercury Connect

    Unwanted emails can hurt your customer relationships. After you set it up, Zapier will automatically unsubscribe users from MailChimp when they are deleted from Mercury Connect, saving you from the hassle of doing it yourself.

    How this Mecury Connect-MailChimp integration works

    1. A contact on Mercury Connect is deleted
    2. Zapier removes the subscriber from a list in MailChimp

    Apps involved

    • Mercury Connect
    • MailChimp
  • Send Office 365 emails for updated opportunities on Mercury Connect

    Do you want to know when others make changes to your opportunities in Mercury Connect? Do you want to be informed when you are assigned to new opportunities? With this Zapier integration together with filters, you will receive emails when opportunity records are updated and keep you up to date!

    Note: Try adding filters to receive emails for updates you want to be notified but you need to turn the Zap on and off again in order to be able to add an additional step

    How this Mercury Connect-Office 365 integration works

    1. Opportunity record is updated on Mercury Connect
    2. Zapier alerts you with an email from Office 365

    Apps involved

    • Mercury Connect
    • Office 365
  • Create Mercury Connect opportunities for new Type Form entries

    If you're collecting opportunities via form software like Typeform, often you want them to flow down into Mercury Connect. This Typeform-Mercury Connect integration automatically creates new opportunities when someone completes your Typeform form. Let Zapier take care of the busy work for you!

    How It Works

    1. Someone fills out your Typeform form
    2. Zapier creates a Mercury Connect opportunity

    What You Need

    • Typeform account
    • Mercury Connect account
  • Create Mercury Connect opportunities for new leads from Facebook Lead Ads

    If you are using Facebook Lead Ads to generate leads, you need not do the tedious work of exporting from Leads Ads and import into Mercury. Let Zapier do the heavy lifting for you! With the Facebook Lead Ads-Mercury integration, turn Facebook Lead ad leads directly into Mercury Connect opportunities with the details you need from every new Facebook lead!

    How It Works

    1. A new lead is collected from Facebook Lead Ads
    2. Zapier automation adds an opportunity to Mercury Connect

    What You Need

    • Facebook Lead Ads account
    • Mercury Connect account
  • Send new Mercury Connect people to Google Contacts

    If you are trying to keep all your Mercury Connect people in sync with Google Contacts, you no longer need to do it manually. This integration will do all the leg work for you by automatically creating the contact in Google Contacts as soon as a new person is created in Mercury Connect!

    How It Works

    1. A new Mercury Connect person is added
    2. Zapier automation adds a new Google Contact

    What You Need

    • Mercury Connect account
    • Google Contact account
  • Add new Mercury Connect opportunities as leads into Salesforce

    In order to be as efficient as possible, your Salesforce team needs to have the latest opportunities from Mercury Connect at all times. Start your workflow this Mercury Connect integration and you'll never lag behind again. Once it's active, Zapier will send every new opportunity from Mercury Connect to Salesforce automatically, creating a match on your CRM as each opportunity comes in

    How It Works

    1. A new opportunity is created in Mercury Connect
    2. Zapier automatically adds it as a new lead to Salesforce

    What You Need

    • Mercury Connect account
    • Salesforce account
  • Create opportunities in Mercury Connect from new leads in Salesforce

    Don't waste time manually exporting Leads from Salesforce and then importing them again in Mercury Connect. Instead, use this Salesforce to Mercury Connect integration to automatically bring leads into Mercury Connect. Let Zapier do all the heavy lifting so you can focus on other important tasks.

    How It Works

    1. A new lead is created in Salesforce
    2. Zapier automatically adds it as a new opportunity in Mercury Connect

    What You Need

    • Mercury Connect account
    • Salesforce account
  • Post messages to Slack channels whenever a Mercury Connect opportunity gets deleted

    Never let your team lose track of any activity happening in Mercury Connect. This Zapier integration lets you receive notifications directly to your Slack channel when an opportunity gets deleted in Mercury Connect. Once you set up this integration, any deleted Mercury Connect opportunities from that point forward are individually posted to the Slack channel and shared with your team.

    How It Works

    1. A Mercury Connect opportunity is deleted.
    2. Zapier adds the data submitted to a Slack channel as a message.

    What You Need

    1. A Mercury Connect account
    2. A Slack account
  • Add new Mercury Connect opportunities to Ezidox as applications

    Don't waste valuable time manually transcribing data from your CRM to your document management tool, Ezidox. Use this Zapier integration to automatically add new opportunities from Mercury Connect CRM to Ezidox as applications. That way, the applications are drafted and ready to go in Ezidox, so you don't have write it all up manually.

    How this Mercury Connect-Ezidox integration works

    1. A new opportunity is created in Mercury Connect
    2. Zapier creates an application in Ezidox

    Apps involved

    • Mercury Connect
    • Ezidox
  • Add new Bookafy customers to Mercury Connect as people

    Track people & opportunities, loan calculations, compare products and manage compliance. Use Mercury Connect to make this possible for you. This Zapier automation helps you to create new person automatically in Mercury Connect for every new Bookafy customers.

    How this Bookafy-Mercury Connect integration works

    1. A new customer registers on Bookafy
    2. Zapier adds that individual to Mercury Connect as a new person

    Apps involved

    • Bookafy
    • Mercury Connect

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Mercury Connect Integration Details

Launched on Zapier March 1, 2018

Zapier combines Triggers (like "Opportunity Status Updated") 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:

Opportunity Status Updated

Triggers when the opportunity status is updated.

New Opportunity

Triggers when an opportunity is created.

New Person

Triggers when a person is created.

Deleted Person

Triggers when a person is deleted.

Deleted Opportunity

Triggers when an opportunity is deleted.

Updated Person

Triggers when a person is updated.

Updated Opportunity

Triggers when an opportunity is updated.

Create Person

Creates a new person.

Create Opportunity

Creates a new opportunity.

Attach a Person to an Opportunity

Attaches an existing person to an opportunity.

Update an Opportunity

Updates an existing opportunity.

Update a Person

Updates an existing person.

Find a Person

Search for a person based on various criteria.

Find an Opportunity

Search for an opportunity based on various criteria.

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