Mercury Connect + Salesforce
Create opportunities in Mercury Connect from new leads in Salesforce
Don't waste time manually exporting leads from Salesforce and then importing them again in Mercury Connect. Instead, use this Salesforce to Mercury Connect integration to automatically bring leads into Mercury Connect. Let Zapier do all the heavy lifting so that you can focus on other important tasks.
Don't waste time manually exporting leads from Salesforce and then importing them again in Mercury Connect. Instead, use this Salesforce to Mercury Connect integration to automatically bring leads into Mercury Connect. Let Zapier do all the heavy lifting so that you can focus on other important tasks.
- When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create OpportunityCreates a new opportunity.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FlowRequired
Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query TypeRequired
Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your appParent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person IdRequired
Title
Email
First Name
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
Add to DMH
Relationship Manager
Type
Amount
Frequency
Commenced
Comments
Type
Repayment
Frequency
Balance
Credit Limit
Comments
Note Pad
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IdRequired
RelationshipRequired
Opportunity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Email Address
Virtual 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SOSL QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Virtual 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Virtual Branch
NameRequired
Advisor
Admin
Supervisor
Current Status
Lead Source
Internal Reference
Opportunity Type
Lender
Loan Amount
Existing Amount
Security Value
Lmi
Brokerage
Doc Fee
Origination Fee
Status Notes
Transaction Type
Lender Reference
Apply Online Id
Finance Date
Deposit Due Date
Settlement Date
Settlement Date Confirmed?
Interest Only Expiry Date
Fixed/Intro Rate Expiry
Notepad Text
Categories
Primary Applicant Id
Second Applicant Id
Second Applicant Relationship
Third Applicant Id
Third Applicant Relationship
Type
Security
Value
Type
Balance
Limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IdRequired
Name
Advisor
Admin
Supervisor
Current Status
Lead Source
Internal Reference
Opportunity Type
Lender
Loan Amount
Existing Amount
Security Value
Lmi
Brokerage
Origination Fee
Doc Fee
Status Notes
Transaction Type
Lender Reference
Apply Online Id
Finance Date
Deposit Due Date
Settlement Date
Settlement Date Confirmed?
Interest Only Expiry Date
Fixed/Intro Rate Expiry
Notepad Text
Categories
Primary Applicant Id
Second Applicant Id
Second Applicant Relationship
Third Applicant Id
Third Applicant Relationship
Type
Security
Value
Type
Balance
Limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity NameRequired
Virtual Branch
NameRequired
Advisor
Admin
Supervisor
Current Status
Lead Source
Internal Reference
Opportunity Type
Lender
Loan Amount
Existing Amount
Security Value
Lmi
Brokerage
Doc Fee
Origination Fee
Status Notes
Transaction Type
Lender Reference
Apply Online Id
Finance Date
Deposit Due Date
Settlement Date
Settlement Date Confirmed?
Interest Only Expiry Date
Fixed/Intro Rate Expiry
Notepad Text
Categories
Primary Applicant Id
Second Applicant Id
Second Applicant Relationship
Third Applicant Id
Third Applicant Relationship
Type
Security
Value
Type
Balance
Limit
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Mercury Connect
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