YesInsights + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect YesInsights and Salesforce, with as many as 57 possible integrations. Are you ready to find your productivity superpowers?
Update Salesforce opportunities from new YesInsights responses
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
It's easy to connect YesInsights + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when any new response comes in.
Create a new lead.
Triggers when any comment is added after the survey.
Add a lead to a campaign.
Triggers when a respondent selects a certain response.
Create a new custom object (of the type you choose).
Triggers when a new lead is created.
Add a contact to a campaign.
Triggers when a new custom object (of the type you choose) is created.
Create a new contact.
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