Mercury Connect + Microsoft Dynamics 365 CRM

Create new opportunities in Mercury Connect for new contacts in Microsoft Dynamics 365 CRM

Efficiently manage your sales pipeline with this workflow that connects Microsoft Dynamics 365 CRM and Mercury Connect. When a new contact is added in Microsoft Dynamics 365 CRM, an opportunity will be created in Mercury Connect. This seamless process saves time and ensures you never miss out on potential sales opportunities.

Efficiently manage your sales pipeline with this workflow that connects Microsoft Dynamics 365 CRM and Mercury Connect. When a new contact is added in Microsoft Dynamics 365 CRM, an opportunity will be created in Mercury Connect. This seamless process saves time and ensures you never miss out on potential sales opportunities.

  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
    Create Opportunity

    Creates a new opportunity.

    ActionWrite
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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)

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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

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