YesInsights
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
Premium
Salesforce is a Premium integration on Zapier.

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

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

Triggers when any new response comes in.

Create Lead

Create a new lead.

New Comment

Triggers when any comment is added after the survey.

Add a Lead to a Campaign

Add a lead to a campaign.

New Selected Response

Triggers when a respondent selects a certain response.

Create Custom Object

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

New Lead

Triggers when a new lead is created.

Add a Contact to a Campaign

Add a contact to a campaign.

New Custom Object

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

Create Contact

Create a new contact.

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

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

See Salesforce Integrations