1.Monitors new lead rows
Integrate Zapier Tables and spreadsheet inputs to capture each new lead row and pass submission fields to the workflow.
Create loan opportunities from new lead records automatically
Automatically monitor new lead records in Zapier Tables and convert intake rows into pipeline items across Mercury Connect. Create and update loan opportunities when lead rows are added, emails match, or submissions include priority detailsβso you can create people, launch deals, and assign owners without manual pipeline work.
How this automation creates loan opportunities fast
When new lead rows land in your worksheet, delays can stall follow-up and reduce conversion. This automation creates and links CRM people and creates loan opportunity records in real timeβso your team can act on every intake immediately.
Zapier Tablesor swap with your favorite app
2.Finds or creates person
Integrate Mercury Connect and contact matching tools to search by email and create the CRM person when no match exists.
Mercury Connector swap with your favorite app
3.Creates loan opportunity
Integrate Mercury Connect and loan pipeline tracking tools to create the opportunity, set lead status and transaction type, and assign the loan owner.
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Accelerate loan application processing with automated intake routing, document collection, and status updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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