Zapier lets you create connections between two apps, made with a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you. These connections are called “Zaps.”
Setting up a YesInsights Zap is quite easy and requires just 2 steps:
- Define YesInsights as a trigger. Select YesInsights, then choose your trigger event. It can be either a New Response, a New Comment, or a New Selected Response (triggered by a specific response).
- Choose an action. An action is something that happens after the trigger. It can be “Send a message in Slack” or “Create a new contact in Hubspot.”
That’s it! When set up correctly, it’s very powerful and the potential is limitless! :)