Use this guide to understand how Zapier can help you automate repetitive tasks by connecting Mercury with other applications you already use.
What is Zapier?
Zapier is an online automation tool that connects Mercury with thousands of popular apps such as Gmail, Mailchimp, and Salesforce. It allows you to automate workflows without needing a developer to build integrations for you.
With the Mercury connector in Zapier, you can move data automatically between Mercury and other systems, helping you save time and reduce manual data entry.
How brokers use Zapier with Mercury
Zapier lets you create automated workflows that run in the background while you focus on client work.
For example, you could:
Automatically sync contacts between Mercury and Google
Create leads in a marketing platform when a new contact is added in Mercury
Update external systems when an opportunity status changes
These workflows are simple to build and can be managed directly by you.
What is a Zap?
A Zap is an automated workflow created in Zapier. Each Zap connects two or more apps and tells them what to do and when to do it.
A Zap usually follows this pattern:
“When something happens in App A, perform an action in App B.”
Zaps are made up of three main components:
Trigger: Watches for an event in an app and starts the workflow
Search: Looks up existing data in an app
Action: Creates or updates data in an app
Together, these steps complete tasks automatically without further input from you.
What is a task in Zapier?
A task is counted each time data passes through a Zap.
For example, if a Zap syncs 100 contacts from Mercury to Google, that Zap performs 100 tasks.
Note
The number of tasks your Zaps run determines which Zapier plan is best for you.
How Zapier works
Zapier is a web-based automation platform that checks for trigger events at regular intervals. When a trigger event occurs, Zapier automatically runs the actions you have configured.
For example:
A new form entry is received
Zapier detects the new entry
A new record is created in another system, based on your setup
Once configured, the data flows between systems without any additional effort from you.
Creating a Zapier account
Zapier offers both free and paid plans.
A free account allows:
Up to five active Zaps
Up to 100 tasks per month
To get started:
Go to the Zapier website
Select Sign up for free and follow the prompts
Or log in to your existing Zapier account
Navigating Zapier
When you first log in, you will see the Explore page. This page helps you discover pre-built Zaps and ideas for automating your workflows.
From Zapier, you can:
Open My Zaps to view and manage your existing Zaps
Create new Zaps or edit existing ones
Turn Zaps on or off
Organise Zaps into folders
You can also use the account menu in the top-right corner to manage:
Account settings
Connected apps
Billing and plans
Need help?
If you need help using Zapier with Mercury, contact your Partnership Manager or email [email protected].