Learn how to link a BrokerEngine deal to an existing contact in Mercury instead of creating a new one.
Last updated: February 2026 · Mercury Integration
In This Article
Step-by-Step Guide
Follow these steps to link a deal to an existing Mercury contact:
Step 1 — Untick Automatic Create New Record
Go to Profile Settings > Integrations > Connective. Untick the checkbox and click SAVE.
Step 2 — Open the Mercury Sync Modal
Whenever a new deal is created in BrokerEngine, click on the Mercury icon located at the top right of the deal.
Step 3 — Look Up Existing Contact
Click on Create New Opportunity. Click the Edit Pen Icon to look up an existing contact in Mercury.
Search Mercury Contact by email, first name, or last name. Select the contact you wish to link.
Step 4 — Use Primary Applicant if No Contact Found
Click Use Primary Applicant From Deal if there's no contact record found in Mercury.
Step 5 — Create the Link
Click the Create button once the contact is selected. If you're using an existing contact from Mercury, the heading next to the applicant name will update to reflect this.
Opportunity details will be displayed once the link is successfully created.
