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
Get started for free—14 day trial of premium features and apps.
No coding required—automate any of 1,500+ apps in minutes.
Enterprise-level security—connect mission-critical apps.
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.
Updates a Person depending on the match criteria.
Triggers when an Opportunity's stage is changed.
Creates or Updates a Lead depending on the match criteria.
Triggers when a Lead is created in Copper.
Creates a new Person.
Triggers when any new response comes in.
Creates a new Lead.
Triggers when any comment is added after the survey.
Creates a new Task.