Copper
When this happens...
YesInsightsNew Response
Then do this...
CopperCreate 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

Why Zapier?

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Secure

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.

When this happens...
then do this!
Updated Opportunity Status

Triggers when an Opportunity's status is changed.

Create Lead

Creates a new Lead.

Updated Opportunity Stage

Triggers when an Opportunity's stage is changed.

Update Person

Updates a Person depending on the match criteria.

New Lead

Triggers when a Lead is created in Copper.

Create/Update Lead

Creates or Updates a Lead depending on the match criteria.

New Response

Triggers when any new response comes in.

Create Person

Creates a new Person.

New Selected Response

Triggers when a respondent selects a certain response.

Create Task

Creates a new Task.

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Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships

Learn More

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

See YesInsights Integrations

Connect Copper + YesInsights

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