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Agile CRM + Qualtrics

Create or update Agile CRM contacts from new Qualtrics survey responses

Effortlessly manage your contacts and survey responses with this Qualtrics to Agile CRM workflow. When a new survey response is received in Qualtrics, this automation will create or update the contact in Agile CRM, ensuring your contact list stays up-to-date. Save time and stay organized by integrating your survey data and CRM, so you can focus on actionable insights and building stronger relationships.

Effortlessly manage your contacts and survey responses with this Qualtrics to Agile CRM workflow. When a new survey response is received in Qualtrics, this automation will create or update the contact in Agile CRM, ensuring your contact list stays up-to-date. Save time and stay organized by integrating your survey data and CRM, so you can focus on actionable insights and building stronger relationships.

  1. When this happens...
    QualtricsQualtrics
    New Survey Response

    Triggers when a new response for a survey is received.

    TriggerPolling
  2. automatically do this!
    Agile CRMAgile CRM
    Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

    ActionWrite
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Supported triggers and actions

    • Mailing ListRequired

    • Contact First Name

    • Contact Last Name

    • Contact Email Address

    • Phone Number

    • Embedded Data

    • External Reference

    Action
    Write
    • Api Docs Info

    • Apply standard error handling?Required

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Additional Request Headers

    • Body

    Action
    Write
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
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About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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About Qualtrics

Qualtrics is a research and experience platform making sophisticated research simple and empowering users to capture customer, product, brand & employee experience insights in one place.

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