Connect Mercury Connect and ActiveCampaign to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Mercury Connect with ActiveCampaign - no code necessary. See how you can get setup in minutes.

Select a trigger from Mercury Connect

A trigger is an event that starts your Zap and runs the workflow. For example, with Mercury Connect, a trigger could be "Deleted Opportunity."
A trigger is the event that kicks off your automated workflow.

Setup an action from ActiveCampaign

An action is what takes place after the automation is triggered. For example, with ActiveCampaign, the action could be "Create Account."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Mercury Connect to ActiveCampaign

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Mercury Connect to ActiveCampaign integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Mercury Connect and ActiveCampaign 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

    • Opportunity Type
      Required
    Trigger
    Instant
    Try It
    • Opportunity Type
      Required
    Trigger
    Instant
    Try It
    • Opportunity Type
      Required
    Trigger
    Instant
    Try It
    • Opportunity Type
      Required
    Trigger
    Instant
    Try It
    • Opportunity Type
      Required
    Trigger
    Instant
    Try It
    • Opportunity Type
      Required
    Trigger
    Instant
    Try It
    • Opportunity Type
      Required
    Trigger
    Instant
    Try It
    • Virtual Branch
    • Title
    • Email
      Required
    • First Name
      Required
    • Last Name
    • Middle Name
    • Salutation
    • Gender
    • Date of Birth
    • Marital Satus
    • Home Phone
    • Mobile
    • Business Phone
    • Correspondence Address?
    • Residence Type
      Required
    • Format
      Required
    • Floor Number
    • Unit Number
    • Building Name
    • Street Number
      Required
    • Street Name
      Required
    • Street Type
      Required
    • City
      Required
    • State
      Required
    • Postcode
      Required
    • Country
      Required
    • Effective From Date
    • Effective to Date
    • Housing Situation
      Required
    • 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
    Action
    Write

Learn how to automate Mercury Connect on the Zapier blog

Learn how to automate ActiveCampaign on the Zapier blog

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.
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    activecampaign logo
    activecampaign logo
    About ActiveCampaign
    ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
    Help
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