Copper + YesInsights Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Copper and YesInsights, with as many as 57 possible integrations. Are you ready to find your productivity superpowers?
Create Copper activities for new YesInsights responses
Do you find yourself not having up-to-date information on leads in your CRM? Now with Zapier, the work of updating contact activity is done for you. This integration will add each new YesInsights survey response to Copper as an activity so that you can focus your time on other activities.
How this YesInsights-Copper integration works
- A new survey response is submitted in YesInsights
- Zapier creates a new activity in Copper
It's easy to connect Copper + YesInsights and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when an Opportunity's status is changed.
Creates a new Person.
Triggers when an Opportunity's stage is changed.
Creates a new Lead.
Triggers when a Lead is created in Copper.
Updates a Person depending on the match criteria.
Triggers when any new response comes in.
Creates or Updates a Lead depending on the match criteria.
Triggers when any comment is added after the survey.
Creates a new Task.
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