Mercury by Connective integration

CRM for Australian mortgage and finance brokers, from Connective. Connect Mercury by Connective to OLODESK and use it in the apps and automations your business runs on.

Category
Industry software

Popular ways to use Mercury by Connective

Start with one of these, or describe your own.

Your records in one portal

Clients, jobs and invoices from Mercury by Connective sit next to the rest of your business.

Updates in both directions

Changes made in your other systems are written back to Mercury by Connective, so both stay current.

Follow-ups that happen

A reminder goes out by email or text when something in Mercury by Connective is due.

How to connect Mercury by Connective

  1. Request Mercury by Connective

    In your portal’s Integrations tab, press Request access next to Mercury by Connective. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to Mercury by Connective, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Mercury by Connective data in ChatGPT. AI on OLODESK

More industry software

  • ABC TrainerizeIndustry software

    Online personal training app for workout plans, nutrition coaching and client check-ins.

  • ClioIndustry software

    Legal practice management for cases, time tracking, billing and client intake.

  • AgencyZoomIndustry software

    Sales and service platform for insurance agencies, with pipelines and renewal tracking.

  • WealthboxIndustry software

    CRM for financial advisors to manage households, tasks, workflows and client notes.

  • GivebutterIndustry software

    Fundraising platform for donations, events, auctions and donor management.

  • BloomerangIndustry software

    Donor management and fundraising CRM for nonprofits focused on donor retention.

Mercury by Connective integration FAQ

Do I need my own Mercury by Connective account?

Yes. You connect the Mercury by Connective account your business already uses.

Which plans include the Mercury by Connective integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one Mercury by Connective account?

Yes. Connect as many as you need and choose which one each system uses.

Put Mercury by Connective to work

Start your Free trial, then request Mercury by Connective on Business Starter or Business Pro.