When you have a new YesInsights survey response, you'll want to ensure you have that information in your CRM. This Zapier integration handles the work of updating your Salesforce opportunities with those valuable responses so that you always have the most accurate and recent information.
How this YesInsights-Salesforce integration works
- You receive a new survey response in YesInsights
- Zapier looks up an opportunity based on the email in the YesInsights response
- If one is found, Zapier updates that opportunity in Salesforce
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Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.
Triggers when any new response comes in.
Create a new contact.