Mercury Connect + Pipedrive

Attach persons to opportunities in Mercury Connect when new leads are created in Pipedrive

Boost your sales process by connecting Pipedrive and Mercury Connect through this seamless workflow. When a new lead is added in Pipedrive, this automation will instantly attach a person to an opportunity in Mercury Connect, helping you effectively manage your follow-ups and relationships with potential clients. Save time and effort while ensuring consistent updates across your sales tools.

Boost your sales process by connecting Pipedrive and Mercury Connect through this seamless workflow. When a new lead is added in Pipedrive, this automation will instantly attach a person to an opportunity in Mercury Connect, helping you effectively manage your follow-ups and relationships with potential clients. Save time and effort while ensuring consistent updates across your sales tools.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a lead is created.

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

    Attaches an existing person to an 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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