Mercury Connect + Pipedrive

Create new persons in Mercury Connect for each new deal in Pipedrive

Effortlessly enhance your contact management within Mercury Connect with this streamlined process. As soon as a new deal is marked in Pipedrive, a corresponding new contact is established in Mercury Connect. This seamless process ensures that crucial contact details are always at your fingertips and regularly updated, optimizing your operational efficiency and client interaction.

Effortlessly enhance your contact management within Mercury Connect with this streamlined process. As soon as a new deal is marked in Pipedrive, a corresponding new contact is established in Mercury Connect. This seamless process ensures that crucial contact details are always at your fingertips and regularly updated, optimizing your operational efficiency and client interaction.

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

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

    Creates a new person.

    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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