Knowing the right time to touch base with a lead is vital to closing a sale. This Zapier integration will send new YesInsights responses directly to Pipedrive so you can track their engagement. That way, you always know the right time to reach out.
How this YesInsights-Pipedrive integration works
- You receive a survey response in YesInsights
- Zapier creates a new activity in Pipedrive
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Triggers when a new deal is created.
Creates a new person.
Triggers when an existing deal is updated.
Creates a new deal.
Triggers when a new activity is created.
Creates a new activity.
Triggers when any new response comes in.
Updates an existing person.
Triggers when any comment is added after the survey.
Uploads a file and attaches it to a deal, person, organization, activity, product or note.