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Mercury Connect + Microsoft Office 365

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 automatically when opportunity records are updated and keep you up to date!

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 automatically when opportunity records are updated and keep you up to date!

  1. When this happens...
    Mercury ConnectMercury Connect
    Updated Opportunity

    Triggers when an opportunity is updated.

    TriggerInstant
  2. automatically do this!
    Microsoft Office 365Microsoft Office 365
    Send Email

    Send an email from your Office 365 account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Opportunity TypeRequired

    Trigger
    Instant
    Try It
    • Opportunity TypeRequired

    Trigger
    Instant
    Try It
    • Opportunity TypeRequired

    Trigger
    Instant
    Try It
    • Contact TypeRequired

    Trigger
    Instant
    Try It
    • Contact TypeRequired

    Trigger
    Instant
    Try It
    • Contact TypeRequired

    Trigger
    Instant
    Try It
    • Opportunity TypeRequired

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
mercury-connect logo
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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office-365 logo
office-365 logo

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

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