Salesforce + YesInsights
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.
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.
- When this happens...New Response
Triggers when any new response comes in.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About YesInsights
YesInsights allows you to create one-click surveys for your team or clients, giving you actionable feedback to move your business forward.