CRM (Customer Relationship Management) > Mercury Connect
Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.
CRM (Customer Relationship Management)
Mercury Connect
Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
Asset Type List
List the Asset Types (to be used with dynamic dropdowns).
Associate List
List the associates (to be used with dynamic dropdowns).
Categories List
List the category (to be used with dynamic dropdowns).
Contact List
List the lead source (to be used with dynamic dropdowns).
Deleted Opportunity
Triggers when an opportunity is deleted.
Deleted Person
Triggers when a person is deleted.
Lead Source List
List the lead source (to be used with dynamic dropdowns).
Lender List
List the lenders (to be used with dynamic dropdowns).
Liability Type List
List the Liability Types (to be used with dynamic dropdowns).
New Opportunity
Triggers when an opportunity is created.
New Person
Triggers when a person is created.
Opportunity List
List the opportunities (to be used with dynamic dropdowns).
Opportunity Status Updated
Triggers when the opportunity status is updated.
Ping
Ping Trigger.
Updated Opportunity
Triggers when an opportunity is updated.
Updated Person
Triggers when a person is updated.
User Vb List
List the head office users virtual branches (to be used with dynamic dropdowns).
Add an Address to a Person
Create an address against a person. Returns the uniqueId of the address create.
Update an Address on a Person
Updates an address against a person.
Create Person
Creates a new person.
Add an Expense to a Person
Create an expense against a person. Returns the uniqueId of the expense created.
Update an Expense on a Person
Update an expense against a person.
Add an Income to a Person
Create an income against a person. Returns the uniqueId of the income created.
Update an Income on a Person
Update an income against a person.
Add a Contact Method to a Person
Create a contact method against a person. Returns the uniqueId of the contact method created.
Update a Contact Method on a Person
Update a contact method against a person.
Update a Person
Updates an existing person.
Add an Asset Against an Opportunity
Create an asset against the opportunity. Returns the uniqueId of the asset created.
Create Opportunity
Creates a new opportunity.
Create Opportunity (Deprecated)
Creates a new opportunity.
Add a Liability Against an Opportunity
Create a liability against the opportunity. Returns the uniqueId of the liability created.
Attach a Person to an Opportunity
Attaches an existing person to an opportunity.
Update an Opportunity
Updates an existing opportunity.
Update an Opportunity (Deprecated)
Updates an existing opportunity.
Find a Person
Search for a person based on various criteria.
Find a Person Copy (Deprecated)
Search for a person based on various criteria.
Find an Opportunity
Search for an opportunity based on various criteria.
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
