Pipedrive + YesInsights

Create Pipedrive activities when you receive new YesInsights responses

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.

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.

  1. When this happens...
    YesInsightsYesInsights
    New Response

    Triggers when any new response comes in.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Activity

    Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

    ActionWrite
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Supported triggers and actions

    • SurveyRequired

    Trigger
    Instant
    Try It
    • Activity filterRequired

    Trigger
    Polling
    Try It
    • Copy

    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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yesinsights logo
yesinsights logo

About YesInsights

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

Related categories

  • Forms & Surveys

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