Mercury Connect and Salesflare
How to connect Mercury Connect
- Via Zapier — 16 operations available. Set it up ↗
What you can automate
- When new Opportunity in Mercury Connect, create opportunity in Salesflare.
- When new Person in Mercury Connect, find or create contact in Salesflare.
- When updated Person in Mercury Connect, find or create contact in Salesflare.
- When new Opportunity in Salesflare, create Opportunity in Mercury Connect.
About Mercury Connect
Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.
Mercury Connect operations on Zapier
Triggers (7)
Start a workflow when this happens
- Deleted Opportunity — Triggers when an opportunity is deleted.
- Deleted Person — Triggers when a person is deleted.
- New Opportunity — Triggers when an opportunity is created.
- New Person — Triggers when a person is created.
- Opportunity Status Updated — Triggers when the opportunity status is updated.
Show 2 more triggers
- Updated Opportunity — Triggers when an opportunity is updated.
- Updated Person — Triggers when a person is updated.
Actions (7)
Things Salesflare can make it do
- Attach a Person to an Opportunity — Attaches an existing person to an opportunity.
- Create Opportunity — Creates a new opportunity.
- Create Person — Creates a new person.
- Find or create opportunity — Find or create opportunity
- Find or create person — Find or create person
Show 2 more actions
- Update a Person — Updates an existing person.
- Update an Opportunity — Updates an existing opportunity.
Searches (2)
Look up existing records
- Find a Person — Search for a person based on various criteria.
- Find an Opportunity — Search for an opportunity based on various criteria.
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