DASH Technology + Mercury Connect
Create new DASH Technology contacts from new Mercury Connect persons
Easily maintain up-to-date contact lists! With this workflow, each new individual added to your Mercury Connect instantly becomes a contact within DASH Technology. This seamless process saves time, reduces error, and bolsters your communication efficiency.
Easily maintain up-to-date contact lists! With this workflow, each new individual added to your Mercury Connect instantly becomes a contact within DASH Technology. This seamless process saves time, reduces error, and bolsters your communication efficiency.
- When this happens...New Person
Triggers when a person is created.
- automatically do this!Create Contact
Create Contact in ROAR
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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
