Learn how to set up and use note syncing between BrokerEngine and Mercury. Once enabled, new notes are pushed through to the linked opportunity in Mercury.
Last updated: February 2026 · Mercury Integration
In This Article
Note: Once the sync is enabled, any new notes are pushed through to the linked opportunity in Mercury. Notes previously made on the BrokerEngine lead or deal cannot be synced to Mercury.
Prerequisites
Ensure you have integrated Mercury into BrokerEngine.
Step 1 — Set Up Note Sync
Check the relevant box to automatically sync notes to Mercury.
If you wish to only choose which notes to sync, leave that box unticked and select the Mercury opportunity email address in the Notify Selection Field on the deal whenever you sync notes.
Step 2 — Sync Notes to Mercury
After initially syncing a deal to Mercury, a modal will pop up with an instruction to open the opportunity in Mercury to set up automatic notes sync.
Note: Leave the opportunity in Mercury open for at least 2 minutes to allow the app to respond and capture the opportunity's Mercury email address.
To check if BrokerEngine has the opportunity's Mercury email address, go to the Notes Tab of the deal, click the Notify selection field, and scroll through the email addresses until you see the Mercury email address.
If you can't find the Mercury email address, go back to the opportunity in Mercury and click View Opportunity Email Address. Leave the modal open for 1–2 minutes, then go back to the deal in BrokerEngine.
To manually select which notes to sync, select the Mercury email address in the Notify Selection field before creating a note.
Step 3 — Check Whether Notes Synced Successfully
To check if a note synced successfully, open the Mercury Modal. An event is logged indicating the Note Sync.
To check the linked note in Mercury, open the opportunity and go to Notes.
