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Mercury Connect + Salesforce

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 that you can focus on other important tasks.

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 that you can focus on other important tasks.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Mercury ConnectMercury Connect
    Create Opportunity

    Creates a new opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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mercury-connect logo

About Mercury Connect

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

Related categories

  • CRM (Customer Relationship Management)

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Similar apps

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