Mercury Connect + Pipedrive

Attach persons to opportunities in Mercury Connect when new activities occur in Pipedrive

Effortlessly keep your Mercury Connect and Pipedrive apps in sync with this seamless workflow. Whenever a new activity occurs in Pipedrive, this automation will attach a person to an opportunity in Mercury Connect, ensuring your data stays up-to-date across both platforms. Streamline your sales process and enhance your team's efficiency with this simple yet powerful integration.

Effortlessly keep your Mercury Connect and Pipedrive apps in sync with this seamless workflow. Whenever a new activity occurs in Pipedrive, this automation will attach a person to an opportunity in Mercury Connect, ensuring your data stays up-to-date across both platforms. Streamline your sales process and enhance your team's efficiency with this simple yet powerful integration.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  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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