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4 ways to automate Qualtrics

By Kaylee Moser and Will Harris · March 13, 2023
Hero image for automate Qualtrics blog post.

"It is a capital mistake to theorize before one has data,” a famous detective once said. "Insensibly one begins to twist facts to suit theories, instead of theories to suit facts."

While Sir Arthur Conan Doyle wrote those words a long time ago, in a far different context, they still apply to the working world today. Making sound business decisions, whether it be about your product, your customers, or your employees, requires good data.

Qualtrics is a software company that helps businesses get that data. With a suite of products that serve research teams, HR teams, and teams on the frontline with customers, Qualtrics enables teams to send surveys and gather responses to get the data they need to make informed decisions.

That data can't sit in Qualtrics forever, though. It needs to be distributed, taken in, and acted on for it to have any value. By automating parts of your Qualtrics workflow with Zapier, you can make sure you're putting all of your data to good use, leading to smarter, more informed decisions.

Zapier is the most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated, AI-powered systems for your business-critical workflows across your organization's technology stack. Learn more.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Track survey responses in a spreadsheet or database

Your Qualtrics survey responses are a goldmine of valuable data and insights, but you need to make sure you're keeping track of your responses and distributing them properly. With the Zaps below, you can automatically add Qualtrics survey responses to your spreadsheet software of choice, tracking responses in a safe place that's easy to share.

Create Google Sheet rows from new Qualtrics survey responses

  • Qualtrics logo
  • Google Sheets logo
Qualtrics + Google Sheets
More details
    Are you looking for an easy way to view all your organization's survey responses? Here's a way! Set up this integration and new Qualtrics survey responses will generate Google Sheet rows. One place to view and share all survey responses.

    Generate Airtable records for new Qualtrics survey responses

    • Qualtrics logo
    • Airtable logo
    Qualtrics + Airtable
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      If you have a large team, everyone needs to be able to see Qualtrics survey responses. But just how can you do that in an easy seamless way? With Zapier, of course! Set up this integration and Airtable records will be generated from new Qualtrics survey responses. Now, your whole team can view all the responses from one platform that you already use.

      Create rows in Smartsheet for new survey responses in Qualtrics

      • Qualtrics logo
      • Smartsheet logo
      Qualtrics + Smartsheet
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        Need a place to store and distribute all of your Qualtrics survey responses? With this Zap, you can create new spreadsheet rows in Smartsheet for each new survey response in Qualtrics, ensuring your data is safely stored and easy to share.

        Add new rows in Excel for new survey responses in Qualtrics

        • Qualtrics logo
        • Microsoft Excel logo
        Qualtrics + Microsoft Excel
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          Spreadsheets are a safe, reliable space to store your survey data, but it can be a pain to copy and paste survey responses into spreadsheets all the time. With this Zap template, you can create new spreadsheet rows in Excel for every new survey response in Qualtrics, making sure all of your survey results make it to Excel safely and reliably.

          Automatically create follow-up tasks

          Depending on the type of Qualtrics survey you sent out, your responses might need a follow-up task. You might want to reach out to a customer for more information or log a software bug for your engineering team to look at. With Zapier, you can create tasks in your project management tool automatically, making sure the appropriate team is following up and taking action as needed.

          Create Asana tasks for new Qualtrics survey responses

          • Qualtrics logo
          • Asana logo
          Qualtrics + Asana
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            If you've got a lot of survey responses coming in, you probably have a lot of tasks on your hands! Get them down on 'paper' with this integration. Asana tasks will be created from new Qualtrics survey responses. Check off tasks, assign them to team members, and more, all from one easy step.

            Create new Jira issues from Qualtrics survey responses

            • Qualtrics logo
            • Jira Software Cloud logo
            Qualtrics + Jira Software Cloud
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              Do you have a Qualtrics survey set up for users to report bugs and issues, but need an easy way to get those responses in Jira? With this Zap, you can automatically create new Jira tickets from Qualtrics form responses, so your team can work on resolving them ASAP.

              Create new notes in Dovetail from new survey responses in Qualtrics

              • Qualtrics logo
              • Dovetail logo
              Qualtrics + Dovetail
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                If you're using Qualtrics surveys to conduct research about your product, you want to make sure it makes it into Dovetail, with the rest of your research. Copying and pasting is slow and unreliable, though. With this Zap, you can create new notes in Dovetail for every form response in Qualtrics, making sure your research is all in one place.

                Create new tickets in Zendesk for new Qualtrics form responses

                • Qualtrics logo
                • Zendesk logo
                Qualtrics + Zendesk
                More details
                  Do you have a Qualtrics form set up to gather product feedback? If so, wouldn't it be nice for those responses to automatically show up in Zendesk so you can respond to that feedback? With this integration, you can automatically create Zendesk tickets for each Qualtrics form response, making sure no bit of feedback goes unnoticed.

                  Create Trello cards from new Qualtrics survey responses

                  • Qualtrics logo
                  • Trello logo
                  Qualtrics + Trello
                  More details
                    If your company uses both Trello and Qualtrics, make them work together with this integration. Set it up and new Qualtrics survey responses will create Trello cards. From there, you can assign them to team members, determine next steps, and get more organized.

                    Send notifications when a survey is completed

                    Need a way to distribute survey responses to your team without them having to go looking for them? What if you could automatically send survey responses somewhere you know they'll see them as soon as they're completed?

                    With the Zaps below, you can send survey responses to your team via chat tool (like Slack or Teams) or email, giving them the information they need without having to look for it.

                    Post new Qualtrics survey responses as Slack channel messages

                    • Qualtrics logo
                    • Slack logo
                    Qualtrics + Slack
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                      Are you struggling to keep your team members up to date with important info? This integration makes it easier for you. Send out a Qualtrics survey, and new survey responses will be sent in a Slack channel. Now, everyone will know what's going in in real time.

                      Send chat messages in Microsoft Teams for new survey responses in Qualtrics

                      • Qualtrics logo
                      • Microsoft Teams logo
                      Qualtrics + Microsoft Teams
                      More details
                        Need to keep your team in the loop when people respond to your Qualtrics survey? With this Zap, you can send new chat messages in Microsoft Teams each time a survey is filled out in Qualtrics, letting key stakeholders know and review responses quickly and easily.

                        Send new Qualtrics survey responses in Gmail

                        • Qualtrics logo
                        • Gmail logo
                        Qualtrics + Gmail
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                          Stop wasting your time manually sending over survey responses. Let us save you some time with this integration, which sends new Qualtric survey responses over Gmail. Keep important people in the loop, while saving time and effort.

                          Send new Qualtrics survey responses by email

                          • Qualtrics logo
                          • Email by Zapier logo
                          Qualtrics + Email by Zapier
                          More details
                            Needing to send survey responses by email, but dreading all the time that will take? Don't copy and paste links or content individually, there's an easier way! Set up this integration, and we'll send new Qualtrics survey responses to an email address. Keep yourself and your team in the loop, without having to manually send over survey responses.

                            Add responses to your CRM

                            When your sales or customer success team is working, it's important for them to have the whole picture. Knowing if a client is happy or frustrated, if they're experienced issues in the past, or what NPS score they've been giving you is vital to providing them with the experience they need. Qualtrics helps you get this data, but how can you get it in front of your teams when they need it?

                            With the Zaps below, you can automatically add new Qualtrics survey responses to your CRM, ensuring that your customer information is consistently up to date. This way, your sales and customer success teams will have all the context they need to serve your customers best.

                            Create or update HubSpot contacts from new Qualtrics survey responses

                            • Qualtrics logo
                            • HubSpot logo
                            Qualtrics + HubSpot
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                              Are you looking for a way to make your organization's contact info entry easier and faster? This integration does just that! Use Qualtrics to send a survey, and survey responses will automatically create or update your HubSpot contacts. No more need to manually enter in new contact data.

                              Add Mailchimp subscribers from new Qualtrics survey responses

                              • Qualtrics logo
                              • Mailchimp logo
                              Qualtrics + Mailchimp
                              More details
                                If you're spending time adding new contact information manually into Mailchimp, you don't have to! This integration will add or update Mailchimp subscribers from new Qualtrics survey responses. Just send over the survey, and your contacts will be updated. No more manual entry!

                                Create or update ActiveCampaign contacts using new Qualtrics survey responses

                                • Qualtrics logo
                                • ActiveCampaign logo
                                Qualtrics + ActiveCampaign
                                More details
                                  Is your organization using Qualtrics surveys already? Why not use them to update contact info as well, with this integration. Set it up and new Qualtrics survey responses will create or update ActiveCampaign contacts. Less hassle for you, and more accurate contact info for your company.

                                  Update Salesforce contacts with new Qualtrics survey responses

                                  • Qualtrics logo
                                  • Salesforce logo
                                  Qualtrics + Salesforce
                                  More details
                                    Keeping your CRM data up to date is crucial, and this Zap template helps you do just that. With it, you can update Salesforce contacts each time they respond to a Qualtrics survey. So if a contact leaves product feedback or completes an NPS survey, that data will be added to Salesforce automatically.

                                    Use automation to turn Qualtrics insight into action

                                    Qualtrics is a tool for getting a better understanding of your customers and employees, and the experience you're providing for them. But gaining that understanding is only half the battle. Doing something with that information is what's going to move your business forward, and by pairing Qualtrics with Zapier, you will equip your team to do just that.

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