Zapier is an online automation platform that connects Mercury Nexus with thousands of other applications, including Gmail, Salesforce, Mailchimp and more.
Using Zapier, you can automate repetitive tasks between Mercury and other systems without coding or developer support.
What is Zapier?
Zapier connects apps through automated workflows called “Zaps”.
Each Zap includes:
A trigger (for example, a new contact in Mercury)
An action (for example, create a contact in another CRM)
The Mercury app in Zapier allows you to automate tasks and move data between systems.
What can you use Zapier for?
Sync contacts and opportunities
You can sync contacts and opportunities between Mercury and other platforms, including:
Salesforce
Zoho CRM
Infusionsoft
Surefire
HubSpot
Mailchimp
Outlook Contacts
Google Contacts
Trello
And many more
This ensures your systems stay aligned without manual updates.
Set up SMS notifications
Use services such as Twilio to:
Send instant SMS notifications
Trigger alerts when an opportunity is updated
Notify your team when key changes occur
Create leads automatically in Mercury
Automatically create leads in Mercury from:
Facebook Lead Ads
LinkedIn Lead Gen Forms
Typeform
Google Forms
Gravity Forms
Ninja Forms
This removes the need for manual data entry and speeds up response times.
How to get started
Step 1: Create a Zapier account
If you do not already have an account:
Visit Zapier’s website.
Create an account.
Step 2: Prepare your Mercury access details
To connect Mercury to Zapier, you will need:
Your Mercury login credentials
Your Mercury API key
Important
You must have Partner Level access to generate your API key.
Retrieve your Mercury API key
Follow these steps in Mercury Nexus:
Log in to Mercury Nexus.
Click the Admin tab.
Select Integrations from the left-hand menu.
Copy your API key.
Store your API key securely. You will enter it when connecting Mercury inside Zapier.
Connect Mercury to Zapier
Once you have your API key:
Log in to Zapier.
Search for the Mercury app.
Select Connect a new account.
Enter your Mercury credentials and API key when prompted.
You can now begin building automated workflows.
Best practice before building automations
Before creating live Zaps:
Test workflows using sample data.
Confirm data mapping between fields.
Avoid creating duplicate contacts.
Document your automations for internal reference.
Need help?
If you need help connecting Mercury Nexus to Zapier, contact your Partnership Manager or email [email protected].