Mercury Connect Integrations

Name: Zapier
Availability: InStock

Put Mercury Connect to work with AI and enterprise-grade automation

Automate smarter with Mercury Connect and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

HubSpot

Marketing Automation

Mailchimp

Marketing Automation

Microsoft Office 365

Email, Microsoft

ActiveCampaign

Marketing Automation

Typeform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Facebook Lead Ads

Ads & Conversion, Facebook

Birdeye

Reviews

Calendly

Scheduling & Booking

HubSpot

Marketing Automation

Mailchimp

Marketing Automation

Microsoft Office 365

Email, Microsoft

ActiveCampaign

Marketing Automation

Typeform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

HubSpot

Marketing Automation

Mailchimp

Marketing Automation

Microsoft Office 365

Email, Microsoft

ActiveCampaign

Marketing Automation

Typeform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Facebook Lead Ads

Ads & Conversion, Facebook

Birdeye

Reviews

Calendly

Scheduling & Booking

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send new Mercury Connect people to Google Contacts
Details
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Mercury Connect + Google Contacts
Update subscribers on Mailchimp from Mercury Connect
Details
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Mercury Connect + Mailchimp
Create Mercury Connect opportunities for new leads from Facebook Lead Ads
Premium
Details
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Facebook Lead Ads + Mercury Connect
Unsubscribe contacts from Mailchimp when they are deleted from Mercury Connect
Details
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Mercury Connect + Mailchimp
Create opportunities in Mercury Connect from new leads in Salesforce
Premium
Details
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Salesforce + Mercury Connect
Send Office 365 emails for updated opportunities on Mercury Connect
Details
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Mercury Connect + Microsoft Office 365

Send new Mercury Connect people to Google Contacts

Details

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Mercury Connect + Google Contacts

Update subscribers on Mailchimp from Mercury Connect

Details

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Mercury Connect + Mailchimp

Create Mercury Connect opportunities for new leads from Facebook Lead Ads

Details

Try it

Facebook Lead Ads + Mercury Connect

Unsubscribe contacts from Mailchimp when they are deleted from Mercury Connect

Details

Try it

Mercury Connect + Mailchimp

Create opportunities in Mercury Connect from new leads in Salesforce

Details

Try it

Salesforce + Mercury Connect

Send Office 365 emails for updated opportunities on Mercury Connect

Details

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Mercury Connect + Microsoft Office 365

Create people in Mercury Connect from new or updated contacts in ActiveCampaign

Details

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ActiveCampaign + Mercury Connect

Create Mercury Connect people from new Jotform submissions

Details

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Jotform + Mercury Connect

Create new Mercury Connect opportunities from new Google Sheets rows

Details

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Google Sheets + Mercury Connect

Add new Gravity Forms submissions to Mercury Connect as persons

Details

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Gravity Forms + Mercury Connect

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

Details

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Mercury Connect + Slack

Create Mercury Connect opportunities for new Type Form entries

Details

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Typeform + Mercury Connect

Create people in Mercury Connect from new or updated contacts in ActiveCampaign
Details
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ActiveCampaign + Mercury Connect
Create Mercury Connect people from new Jotform submissions
Details
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Jotform + Mercury Connect
Create new Mercury Connect opportunities from new Google Sheets rows
Details
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Google Sheets + Mercury Connect
Add new Gravity Forms submissions to Mercury Connect as persons
Details
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Gravity Forms + Mercury Connect
Post messages to Slack channels whenever a Mercury Connect opportunity gets deleted
Details
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Mercury Connect + Slack
Create Mercury Connect opportunities for new Type Form entries
Details
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Typeform + Mercury Connect

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Opportunity Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Contact Type
  Required
Trigger
Instant
Try It
- Person Id
  Required
- Title
- Email
- First Name
- 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
- Add to DMH
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Write

- Person Id
  Required
- Relationship
  Required
- Opportunity Id
  Required
Action
Write
- Name
- Email Address
Action
Search

- Name
- Email Address
- Virtual Branch
- Title
- Email
  Required
- First Name
  Required
- 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
Search or write

- Contact Type
  Required
Trigger
Instant
Try It
- Contact Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Virtual Branch
- Title
- Email
  Required
- First Name
  Required
- 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
- Virtual Branch
- Name
  Required
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Loan Amount
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Doc Fee
- Origination Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Type
- Security
- Value
- Type
- Balance
- Limit
Action
Write
- Opportunity Id
  Required
- Name
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Loan Amount
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Origination Fee
- Doc Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Type
- Security
- Value
- Type
- Balance
- Limit
Action
Write
- Opportunity Name
  Required
Action
Search
- Opportunity Name
  Required
- Virtual Branch
- Name
  Required
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Loan Amount
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Doc Fee
- Origination Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Type
- Security
- Value
- Type
- Balance
- Limit
Action
Search or write

For builders

Let your AI safely access Mercury Connect

Go beyond Zap workflows. Install Zapier in your AI to call Mercury Connect actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Mercury Connect from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Person
Update a Person

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Mercury Connect actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Mercury Connect connection @ https://zapier.com/de/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "mercury-connect", owner: "me" });

await zapier.runAction({
  app: 'mercury-connect',
  action: 'Contact_create_v1',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Mercury Connect Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Mercury Connect

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Mercury Connect Integrations

Put Mercury Connect to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Send new Mercury Connect people to Google Contacts

Update subscribers on Mailchimp from Mercury Connect

Create Mercury Connect opportunities for new leads from Facebook Lead Ads

Unsubscribe contacts from Mailchimp when they are deleted from Mercury Connect

Create opportunities in Mercury Connect from new leads in Salesforce

Send Office 365 emails for updated opportunities on Mercury Connect

Send new Mercury Connect people to Google Contacts

Update subscribers on Mailchimp from Mercury Connect

Create Mercury Connect opportunities for new leads from Facebook Lead Ads

Unsubscribe contacts from Mailchimp when they are deleted from Mercury Connect

Create opportunities in Mercury Connect from new leads in Salesforce

Send Office 365 emails for updated opportunities on Mercury Connect

Create people in Mercury Connect from new or updated contacts in ActiveCampaign

Create Mercury Connect people from new Jotform submissions

Create new Mercury Connect opportunities from new Google Sheets rows

Add new Gravity Forms submissions to Mercury Connect as persons

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

Create Mercury Connect opportunities for new Type Form entries

Create people in Mercury Connect from new or updated contacts in ActiveCampaign

Create Mercury Connect people from new Jotform submissions

Create new Mercury Connect opportunities from new Google Sheets rows

Add new Gravity Forms submissions to Mercury Connect as persons

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

Create Mercury Connect opportunities for new Type Form entries

Let your AI safely access Mercury Connect

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Mercury Connect Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Mercury Connect Integrations

Popular Mercury Connect Integrations

Connect Your App Accounts to Zapier