Google Sheets + Mercury Connect
Create Google Sheets rows for new Mercury Connect opportunities
Easily stay on top of your client relations with this automation! With this setup, anytime a new opportunity is added in the Mercury Connect app, a corresponding row is created in Google Sheets. This allows for a quick and convenient way to monitor progress, manage your leads, and prioritize your tasks. Streamline your CRM process with this efficient workflow.
Easily stay on top of your client relations with this automation! With this setup, anytime a new opportunity is added in the Mercury Connect app, a corresponding row is created in Google Sheets. This allows for a quick and convenient way to monitor progress, manage your leads, and prioritize your tasks. Streamline your CRM process with this efficient workflow.
- When this happens...New Opportunity
Triggers when an opportunity is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Opportunity TypeRequired
Try ItOpportunity TypeRequired
Try ItOpportunity TypeRequired
Try ItContact TypeRequired
Try It
Contact TypeRequired
Try ItContact TypeRequired
Try ItOpportunity TypeRequired
Try ItVirtual 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
