Capture client information from webhooks, create person in Mercury Connect, create opportunity, and send data back
Capture client information from webhooks, create person in Mercury Connect, create opportunity, and send data back
Capture client information and opportunities from incoming requests via Webhooks by Zapier, then create a new person and opportunity in Mercury Connect for accurate tracking and management of financial leads.
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Overview
Capture client information and opportunities from incoming requests via Webhooks by Zapier, then create a new person and opportunity in Mercury Connect for accurate tracking and management of financial leads.