Mercury Connect + Vision6
Update contacts in Vision6 when persons are updated in Mercury Connect
Keep your Vision6 contacts up-to-date effortlessly with this workflow. When changes happen to a person's details in Mercury Connect, this automation ensures those adjustments are reflected in Vision6 immediately. It's the perfect way to maintain accuracy across platforms, saving you the time and effort usually spent on manual updates.
Keep your Vision6 contacts up-to-date effortlessly with this workflow. When changes happen to a person's details in Mercury Connect, this automation ensures those adjustments are reflected in Vision6 immediately. It's the perfect way to maintain accuracy across platforms, saving you the time and effort usually spent on manual updates.
- When this happens...Updated Person
Triggers when a person is updated.
- automatically do this!Update a Contact
Into a List you choose.
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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
