Integrations wintouch Mercury Connect
wintouch + Mercury Connect

Connect wintouch and Mercury Connect to Build Intelligent Automations

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wintouch

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Mercury Connect

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Frequently Asked Questions

How do I start an integration between wintouch and Mercury Connect?

To start, connect both your wintouch and Mercury Connect accounts to viaSocket. Once connected, you can set up a workflow where an event in wintouch triggers actions in Mercury Connect (or vice versa).

Can we customize how data from wintouch is recorded in Mercury Connect?

Absolutely. You can customize how wintouch data is recorded in Mercury Connect. This includes choosing which data fields go into which fields of Mercury Connect, setting up custom formats, and filtering out unwanted information.

How often does the data sync between wintouch and Mercury Connect?

The data sync between wintouch and Mercury Connect typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from wintouch to Mercury Connect?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between wintouch and Mercury Connect?

Yes, you can set conditional logic to control the flow of data between wintouch and Mercury Connect. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

wintouch

About wintouch

Wintouch 7 CRM is an all-in-one software solution that is designed to help businesses of all sizes improve productivity in marketing, sales, customer service, and administration.

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Mercury Connect

About Mercury Connect

Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.

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