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How Zapier works
Zapier makes it easy to integrate Mercury with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Account Balance" from Mercury.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Mercury and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Account Balance
Triggers when an account's balance changes.
Try ItTriggerPolling - Failed Transaction
Triggers when a transaction fails.
Try ItTriggerPolling - Settled Transaction
Triggers when a transaction settles.
Try ItTriggerPolling - Note
- Additional properties to retrieve
Try ItTriggerPolling
- Cancelled Transaction
Triggers when a transaction is cancelled.
Try ItTriggerPolling - Include Credit Accounts?
Try ItTriggerPolling- Transaction Update
Triggers when a transaction changes status. This will trigger on any update to a transaction, including revisions to the amount following settlement, such as in the case of tips for service staff.
Try ItTriggerPolling - Note
- Additional properties to retrieve
Try ItTriggerPolling
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Connect Mercury and HubSpot to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Mercury + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Mercury and HubSpot
How do I set up the integration between Mercury and HubSpot?
To set up the integration, you need an active account on both Mercury and HubSpot. In our platform, search for HubSpot triggers and actions that can interact with Mercury, then create a new Zap where you choose a triggering event in one platform and map it to an action in the other. Guide through authentication steps if prompted.
What are some common triggers when integrating Mercury with HubSpot?
When integrating Mercury with HubSpot, common triggers from HubSpot include 'New Contact Created', 'Email Opened', or 'Form Submission'. From Mercury, triggers like 'New Message Received' or 'Payment Processed' can be useful to start automated workflows.
What actions can I automate with this integration?
With the integration, you can automate actions like updating contact information in Mercury whenever a new deal is closed in HubSpot or sending an automated email from HubSpot when a payment is processed through Mercury.
Do I need any technical expertise to use this integration?
You don't need technical expertise to use our Mercury-HubSpot integration. Our platform is designed to be user-friendly with a simple interface for mapping triggers and actions. However, understanding your workflow needs will help maximize the benefit of the integration.
How can I monitor if my integrations are working correctly?
Within our platform, there's an option to view task history for your Zaps. This feature allows you to see if your Zaps have run successfully or identify potential errors that might have occurred during their execution.
Can I customize the data fields transferred between Mercury and HubSpot?
Yes, our interface allows customization of data fields transferred between apps. You can map specific fields from one app to corresponding fields in another during the setup of your Zap.
What should I do if I face issues during setup?
If you encounter any issues during setup, check our help center for detailed guides on troubleshooting common issues. Alternatively, our support team is always ready to assist you with more technical challenges.
