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Create Copper activities for new YesInsights responses

  1. When this happensStep 1: New Response

  2. Then do thisStep 2: Create Activity

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

  1. A new survey response is submitted in YesInsights
  2. Zapier creates a new activity in Copper

Apps involved

  • YesInsights
  • Copper
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Connect Copper + YesInsights in Minutes

It's easy to connect Copper + YesInsights and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Activity

Triggers when a new activity is created.

InstantNew Person

Triggers when a new Person is created in Copper.

InstantNew Lead

Triggers when a Lead is created in Copper.

InstantNew Task

Triggers when a new Task is created in Copper.

InstantUpdated Contact Type

Triggers when a Person's Contact Type is changed.

InstantNew Company

Triggers when a new Company is created in Copper.

InstantNew Opportunity

Triggers when an Opportunity is created in Copper.

InstantNew Project

Triggers when a new Project is created in Copper.

InstantUpdated Company

Triggers when a Person's Company is changed.

InstantUpdated Person

Triggers when a Person is changed.

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