Google Sheets + Mercury Connect
Copy new Mercury Connect opportunities to Google Sheets worksheets
Streamline your process and stay on top of every new opportunity that comes your way with this efficient workflow. Once set up, each new opportunity in Mercury Connect is swiftly copied onto a Google Sheets worksheet. Not only does this keep your data in one convenient place, but it also saves valuable time, enabling you to focus more on capitalizing on these opportunities.
Streamline your process and stay on top of every new opportunity that comes your way with this efficient workflow. Once set up, each new opportunity in Mercury Connect is swiftly copied onto a Google Sheets worksheet. Not only does this keep your data in one convenient place, but it also saves valuable time, enabling you to focus more on capitalizing on these opportunities.
- When this happens...New Opportunity
Triggers when an opportunity is created.
- automatically do this!Copy Worksheet
Creates a new worksheet by copying an existing worksheet.
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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
