Mercury Connect + Salesforce
Add new Mercury Connect opportunities as leads into Salesforce
In order to be as efficient as possible, your Salesforce team needs to have the latest opportunities from Mercury Connect at all times. Start your workflow this Mercury Connect integration and you'll never lag behind again. Once it's active, Zapier will send every new opportunity from Mercury Connect to Salesforce automatically, creating a match on your CRM as each opportunity comes in
In order to be as efficient as possible, your Salesforce team needs to have the latest opportunities from Mercury Connect at all times. Start your workflow this Mercury Connect integration and you'll never lag behind again. Once it's active, Zapier will send every new opportunity from Mercury Connect to Salesforce automatically, creating a match on your CRM as each opportunity comes in
- When this happens...New Opportunity
Triggers when an opportunity is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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
