What you can automate

When comment Added in Yuccan, create internal note in Salesflare.

When lead Updated in Yuccan, find or create contact in Salesflare.

When new Lead in Yuccan, find or create contact in Salesflare.

When new Marketplace Transaction in Yuccan, create opportunity, then find or create contact in Salesflare.

When new Satisfaction Survey in Yuccan, find or create contact in Salesflare.

When new Account in Salesflare, create Company (Partnership Only) in Yuccan.

About Yuccan

Yuccan helps companies build successful customer satisfaction experiences. Journey starts with a satisfaction survey, and ends with a powerful referral program

Yuccan operations on Zapier

Triggers (9)

Start a workflow when this happens

Comment Added — Triggers when a new comment is added to a Lead.
Invitation Answered — Triggers when an invitation has been answered by an Ambassador.
Lead Affected — Lead has been affected to another Sales Rep.
Lead Updated — Triggers when a Lead is updated on Yuccan Lead.
New Ambassador — Triggers when a new Ambassador joined your program.

Show 4 more triggers

New Lead — Triggers when a new lead is created.
New Marketplace Transaction — Triggers when an Ambassador purchases a reward from the Marketplace.
New Satisfaction Survey — Triggers when a new customer satisfaction survey is created.
Satisfaction Survey Answered — Triggers when a customer answers a satisfaction survey

Actions (14)

Things Salesflare can make it do

Add Comment to a Lead — Creates a new comment into an existing Lead
Affect Lead to Sales Rep — Affect an existing Lead to a Sales Rep in your team
Archive Lead — Archive a Lead and set a custom message, if needed
Create Company (Partnership Only) — Creates a Company (ONLY available if you manage a Partnership from Yuccan)
Create Lead — Creates a Lead in the platform

Show 9 more actions

Create Sales Rep — Creates a new Sales Rep in the platform
Delete Sales Rep — Remove a Sales Rep from your users list
Exclude Ambassador — Remove an Ambassador from the current program.
Invite Ambassador — Preregister an Ambassador in your program
New Satisfaction Survey — Send a new Satisfaction Survey to a customer
Redeem a Marketplace Reward — Redeems a free reward from the marketplace on behalf of an Ambassador.
Request Marketplace Credits — ASk the Yuccan team to grant credit to one of your Ambassadors
Update Ambassador Membership — Update whether to add or remove Ambassador's membership from a specific Ambassador List
Update Lead — Updates a Lead to the next step

Searches (6)

Look up existing records

Find Ambassador — Finds an Ambassador either with its email address or registered phone number
Find Branch — Finds a Branch you have access to
Find Invitation — Fetch all invitations sent in an Ambassador Program
Find Lead — Finds a Lead matching your criterias
Find Sales Rep — Finds a Sales Rep in your base

Show 1 more searches

Find Satisfaction Questionnaire — Find a specific questionnaire within your Company

Yuccan and Salesflare

How to connect Yuccan