Mercury Connect + Microsoft Dynamics 365 CRM

Add new contacts in Microsoft Dynamics 365 CRM as people attached to opportunities in Mercury Connect

Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Mercury Connect. With this streamlined workflow, each new contact added in Microsoft Dynamics 365 CRM will trigger the attachment of that person to an opportunity in Mercury Connect. Save time and ensure consistent data across your CRM and sales systems, making the sales process smoother and more efficient.

Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Mercury Connect. With this streamlined workflow, each new contact added in Microsoft Dynamics 365 CRM will trigger the attachment of that person to an opportunity in Mercury Connect. Save time and ensure consistent data across your CRM and sales systems, making the sales process smoother and more efficient.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    Mercury ConnectMercury Connect
    Attach a Person to an Opportunity

    Attaches an existing person to an opportunity.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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