Google Sheets + Mercury Connect

Create new Google Sheets rows for each new person in Mercury Connect

This workflow effortlessly transfers data from Mercury Connect to Google Sheets anytime a new person is added to your Mercury Connect app. A new row will be created in your chosen Google Sheets spreadsheet with the complete information of the new person. This seamless process ensures that your records remain up-to-date, consistent and easily accessible, saving you manual data entry time and facilitating streamlined business operations.

This workflow effortlessly transfers data from Mercury Connect to Google Sheets anytime a new person is added to your Mercury Connect app. A new row will be created in your chosen Google Sheets spreadsheet with the complete information of the new person. This seamless process ensures that your records remain up-to-date, consistent and easily accessible, saving you manual data entry time and facilitating streamlined business operations.

  1. When this happens...
    Mercury ConnectMercury Connect
    New Person

    Triggers when a person is created.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

    • 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
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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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 more

Related categories

  • CRM (Customer Relationship Management)

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