Salesforce
When this happens...
YesInsightsNew Response
Then do this...
SalesforceUpdate Opportunity

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

  1. You receive a new survey response in YesInsights
  2. Zapier looks up an opportunity based on the email in the YesInsights response
  3. If one is found, Zapier updates that opportunity in Salesforce

Apps involved

  • YesInsights
  • Salesforce

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Contact

Triggers when a new contact is created.

Create Custom Object

Create a new custom object (of the type you choose).

New Opportunity

Triggers when a new opportunity is created.

Add a Contact to a Campaign

Add a contact to a campaign.

New Response

Triggers when any new response comes in.

Create Contact

Create a new contact.

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Salesforce is a leading enterprise customer relationship manager (CRM) application.

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