BrokerEngine

This article explains how to connect BrokerEngine with Connective Mercury to allow the systems to talk to each other.

Setting up Connective Mercury integration in BrokerEngine

Sync deal to Mercury: Which details sync to Mercury?

A Table of our Current Mercury Integration Capabilities

Current Mercury Integration Capabilities

Creating an Opportunity in Mercury from a deal in BrokerEngine

Stages inside a BrokerEngine deal are updated whenever you change the status of the opportunity in Mercury.

Syncing Mercury Statuses to BrokerEngine

Sync notes in BrokerEngine to Connective-Mercury following these easy steps.

Sync New Notes in BrokerEngine to Mercury

Lookup existing contact in Mercury when creating a new deal in BrokerEngine

Link or unlink opportunity in Mercury

Troubleshooting Mercury Integration

Agnes Caballero

Shelley Maher

Mercury

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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