Mercury Connect + Pipedrive

Create new Mercury Connect opportunities from Pipedrive activities

Effortlessly streamline your sales process with this workflow that connects Pipedrive and Mercury Connect. When a new activity takes place in Pipedrive, an opportunity will be seamlessly created in Mercury Connect, ensuring smooth coordination between your sales and CRM tools. Save time and increase efficiency, allowing your team to focus on converting leads and driving revenue growth.

Effortlessly streamline your sales process with this workflow that connects Pipedrive and Mercury Connect. When a new activity takes place in Pipedrive, an opportunity will be seamlessly created in Mercury Connect, ensuring smooth coordination between your sales and CRM tools. Save time and increase efficiency, allowing your team to focus on converting leads and driving revenue growth.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    Mercury ConnectMercury Connect
    Create Opportunity

    Creates a new opportunity.

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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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pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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