Sending clients from BOS to Mercury

Sending clients from BrokerOS (BOS) to Mercury is also easy, using an automation webhook in BrokerOS.

Here's a link to a Zapier template:

https://zapier.com/shared/83c0c5972ba79bcd30d21338f45ebf99c83a1272

Sending updated clients from Mercury to BrokerOS

It's easy to ensure our clients in Mercury are automatically updated in BrokerOS. We set this connection up in Zapier. This is what to do.

Broadly, the steps are:

1. Ensure Mercury and LeadConnector are connected in your Zapier.

2. Create a tag or category in Mercury Admin so that Zapier knows which clients to update and send to BrokerOS.

3. Create the Zap as follows or just use this:

   

   https://zapier.com/shared/b83f178814bd0d5bfed326b84c27a7642d7af3a8)

Here's the full walk-through!