Integrate Mercury Connect with Retently

Trigger NPS/CSAT surveys after significant sales milestones or updates in customer records, sync customer contact details and sales interactions, use feedback scores to enhance sales strategies and customer relationship management.

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RetentlyMercury Connect logo

About Mercury Connect

Mercury Connect allows you to manage opportunities and people associated with your sales process, enabling you to create, update, and find records efficiently.

Mercury Connect logoRetently

Mercury Connect to Retently

1

Deleted Opportunity

Triggers when an opportunity is deleted
2

New Opportunity

Triggers when an opportunity is created
3

Opportunity Status Updated

Triggers when the opportunity status is updated
4

Updated Person

Triggers when a person is updated
5

Deleted Person

Triggers when a person is deleted
6

New Person

Triggers when a person is created
7

Updated Opportunity

Triggers when an opportunity is updated
RetentlyMercury Connect logo

Retently to Mercury Connect

1

Update a Person

Updates an existing person
2

Attach a Person to an Opportunity

Attaches an existing person to an opportunity
3

Find a Person

Search for a person based on various criteria
4

Find or Create Person

Finds or creates a person
5

Find or Create Opportunity

Finds or creates an opportunity
6

Create Person

Creates a new person
7

Create Opportunity

Creates a new opportunity
8

Update an Opportunity

Updates an existing opportunity
9

Find an Opportunity

Search for an opportunity based on various criteria
10

Find or Create Person

Finds or creates a person

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