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Copper + YesInsights

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.

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.

  1. When this happens...
    YesInsightsYesInsights
    New Response

    Triggers when any new response comes in.

    TriggerInstant
  2. automatically do this!
    CopperCopper
    Create Activity

    Logs a new Activity on a Person, Company, Opportunity, or Lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SurveyRequired

    Trigger
    Instant
    Try It
    • Select SurveyRequired

    • Select ChoiceRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
    • SurveyRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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yesinsights logo
yesinsights logo

About YesInsights

YesInsights allows you to create one-click surveys for your team or clients, giving you actionable feedback to move your business forward.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier